SDZNY Institutional Ownership
Sandoz Group AG
1W: +1.1%
1M: +10.8%
3M: +14.4%
YTD: +31.5%
1Y: +52.6%
3Y: +223.3%
$96.00
-3.36 (-3.38%)
Weekly Expected Move ±3.5%
$90
$94
$97
$101
$104
Credit Risk of going bust: lower than 75% of companies Debt: 13.0% of company value Bonds: none of note held by US funds details ▾
If the stock fell to about $1.15 (down 99%), Sandoz Group AG would be worth roughly what it owes.
Total debt $6.20B against a stock market value of $41.54B.
Distance to default 8.62 (Merton model): prices to 2026-10-28, balance sheet 2026-06-30, debt counted $3.68B (short-term plus half of long-term), stock volatility 31.5%; Altman Z'' 2.56. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Total debt $6.20B against a stock market value of $41.54B.
Distance to default 8.62 (Merton model): prices to 2026-10-28, balance sheet 2026-06-30, debt counted $3.68B (short-term plus half of long-term), stock volatility 31.5%; Altman Z'' 2.56. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — SDZNY
36
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
$23M
Total Invested
5
New Positions
5
Increased
13
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (41 total)
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| ALBERT D MASON INC | 2,341 | $225K |
| MARK SHEPTOFF FINANCIAL PLANNING, L | 764 | $73K |
| COMPASS FINANCIAL MANAGEMENT LLC | 135 | $13K |
| Vermillion Wealth Management, Inc. | 47 | $5K |
| Heritage Wealth Advisors | 47 | $5K |
| McIlrath & Eck, LLC | 31 | $3K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Matthew Goff Investment Advisor, LL | 13,712 | $1M |
| YOUSIF CAPITAL MANAGEMENT, LLC | 5,738 | $551K |
| TOWER BRIDGE ADVISORS | 4,242 | $407K |
| Lester Murray Antman dba SimplyRich | 3,208 | $308K |
| Hanson & Doremus Investment Managem | 780 | $75K |
| Steigerwald, Gordon & Koch Inc. | 279 | $27K |
| United Community Bank | 223 | $21K |
| NBC SECURITIES, INC. | 65 | $6K |
| IMA Advisory Services, Inc. | 64 | $6K |
| Garton & Associates Financial Advis | 25 | $2K |
| NBT BANK N A /NY | 11 | $1K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Ramirez Asset Management, Inc. | +12,152 | +11.1% | 121,190 |
| Henry James International Managemen | +2,065 | +3.3% | 64,767 |
| GAMMA Investing LLC | +507 | +71.3% | 1,218 |
| First Command Advisory Services, In | +166 | +267.7% | 228 |
| KELLEHER FINANCIAL ADVISORS | +36 | +100.0% | 72 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RHUMBLINE ADVISERS | -3,892 | -27.9% | 10,034 |
| CONFLUENCE INVESTMENT MANAGEMENT LL | -1,338 | -4.7% | 27,141 |
| PNC Financial Services Group, Inc. | -160 | -19.1% | 676 |
| DELPHI MANAGEMENT INC /MA | -57 | -0.4% | 16,081 |
| Ascentis Independent Advisors | -49 | -74.2% | 17 |
| Mengis Capital Management, Inc. | -20 | -0.7% | 2,898 |