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Sanofi (NASDAQ: SNY) is a global pharmaceutical company that develops medicines and vaccines across areas like oncology, immunology, and rare diseases. It is one of the world’s largest pharma groups, recently trading near $50 per share with a market cap of about $122 billion.
Over the past year, shares have slipped around 13% as investors weigh its strong margins and balance sheet against slowing earnings growth. With gross margins above 70% and limited leverage, the company has the stability of a defensive pharma giant, but muted EPS growth has kept enthusiasm in check.
Once more closely tied to European institutional investors, Sanofi is now broadly owned across the world’s largest asset managers, retirement systems, and hedge funds. The shifts in its shareholder base show how institutions are balancing stability with limited growth.
Looking at Sanofi’s top holders and recent insider trades helps give a clearer view of how the market is positioning.
Who Are Sanofi’s Top Shareholders?
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Sanofi’s shareholder base includes some of the world’s largest asset managers, with recent moves showing both trimming and selective buying.
- Dodge & Cox: 71.7M shares (2.95%), ~$3.6B. Down 1.47M (-2.0%).
- Fisher Investments: 13.1M (0.54%), ~$655M. Down 431K (-3.2%).
- Invesco Advisers: 8.6M (0.35%), ~$427M. Down 2.8M (-24.7%).
- Capital World Investors: 8.4M (0.34%), ~$417M. Up 30K (+0.4%).
- Managed Account Advisors: 7.5M (0.31%), ~$373M. Down 88K (-1.2%).
- Barrow Hanley Global Investors: 7.3M (0.30%), ~$363M. Down 69K (-0.9%).
- T. Rowe Price: 5.5M (0.23%), ~$276M. Down 5.5M (-49.9%).
- Wellington Management: 4.3M (0.18%), ~$216M. Down 96K (-2.2%).
- Putnam Investment Mgmt: 4.1M (0.17%), ~$206M. Up 408K (+11.0%).
- Boston Partners: 4.0M (0.16%), ~$199M. Down 100K (-2.5%).
- Raymond James & Associates: 3.9M (0.16%), ~$197M. Up 876K (+28.6%).
Hedge fund highlights:
- Anand Parekh’s Alyeska Investment Group raised its Sanofi stake by more than 340%, now holding ~621K shares worth ~$30M.
- Ken Griffin’s Citadel Advisors lifted its position by over 321%, now at ~218K shares worth ~$10.6M.
- Jane Street Group boosted its holdings by nearly 188%, now at ~385K shares worth ~$18.6M.
- Cliff Asness’ AQR Capital Management grew its stake by about 138%, now at ~73K shares worth ~$3.5M.
Passive anchors like Dodge & Cox and Fisher trimmed back, while active managers were split. T. Rowe Price slashed nearly half its position, but Putnam and Raymond James added aggressively. On the hedge fund side, sharp increases from Alyeska, Citadel, Jane Street, and AQR show growing conviction.
For investors, this tug-of-war highlights a stock caught between cautious large holders and opportunistic hedge funds leaning in.
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Sanofi’s Recent Insider Trades
Insider activity at Sanofi has been light, with just a handful of small trades reported over the past year. Most transactions involved directors making modest moves, often in the 100–500 share range.
On the buying side, several directors, including Wolfgang Laux and John Sundy, bought small amounts of shares. These purchases suggest some confidence from board members at current price levels.
The largest movement came from CEO Paul Hudson, who appeared to receive nearly 70,000 shares in May 2025 in either restricted stock or compensation-related activity.
Overall, Sanofi’s insider trading record looks balanced, with modest buying alongside some stock compensation.
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What the Ownership & Insider Trade Data Tell Us
Sanofi’s shareholder base shows a mixed picture. Larger institutions like Dodge & Cox, Fisher, and T. Rowe Price trimmed back, which could point to caution. At the same time, managers such as Putnam and Raymond James added, suggesting some see value at these levels.
Hedge funds like Alyeska, Citadel, and Jane Street made big upward moves, which may reflect growing speculative interest.
Insiders have been buying in recent months, which is exciting for investors at these levels.
Sanofi stands out as a stable pharma name with strong margins and low leverage, but ownership and insider behavior appear measured rather than aggressive. Future upside may depend on how its pipeline develops and whether earnings momentum can turn more positive.
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