Save your place

Sign in to WhoBought

Please try again later.

Jim Simons's Invesco Ltd. (IVZ) position

Not anymore: Jim Simons fully exited IVZ in Q3 2025. The position peaked at $20M in Q1 2023.
View full portfolio →
Value at exit
$7.0M
Shares at exit
443K
Est. average buy price (i)
$15.18
Quarter-end price
$15.77

Estimated trade prices

Average price in quarters with purchases
$17.33
Average prices in quarters with sales
  • Q4 2024: $17.81 (509K shares sold)
  • Q3 2024: $16.42 (128K shares sold)
  • Q2 2024: $15.38 (215K shares sold)
  • Q2 2023: $16.09 (1.2M shares sold)
  • Q4 2022: $17.10 (247K shares sold)

IVZ price vs Simons's position

1Y 3Y 5Y MAX
Dates
$10$15$20$25$3020222023202420252026New position of 332K shares · Q4 2021. Average closing price $24.34 · Price range $21.76–$26.53332KsharespurchasedNew position of 925K shares · Q3 2022. Average closing price $16.86 · Price range $13.70–$19.07925KsharespurchasedSold 247K shares (26.7%) · Q4 2022. Average closing price $17.10 · Price range $13.87–$19.77247KsharessoldAdded 538K shares (79.4%) · Q1 2023. Average closing price $17.84 · Price range $15.04–$20.21538KsharespurchasedSold 1.2M shares (96.0%) · Q2 2023. Average closing price $16.09 · Price range $14.38–$17.471.2MsharessoldNew position of 130K shares · Q4 2023. Average closing price $14.43 · Price range $12.52–$18.07130KsharespurchasedAdded 767K shares (590.6%) · Q1 2024. Average closing price $16.14 · Price range $15.09–$18.22767KsharespurchasedSold 215K shares (24.0%) · Q2 2024. Average closing price $15.38 · Price range $14.17–$16.94215KsharessoldSold 128K shares (18.7%) · Q3 2024. Average closing price $16.42 · Price range $14.85–$17.74128KsharessoldSold 509K shares (91.9%) · Q4 2024. Average closing price $17.81 · Price range $16.78–$18.63509KsharessoldAdded 109K shares (242.0%) · Q1 2025. Average closing price $17.07 · Price range $14.82–$19.34109KsharespurchasedAdded 289K shares (187.6%) · Q2 2025. Average closing price $14.36 · Price range $12.14–$15.77289Ksharespurchased
Average closing price · filing quarter
$14.36
Price range · filing quarter
$12.14 – $15.77
Sign in to see who bought

Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q3 2025 Exited −443K −$9.2M −100.0% 0 Nov 13, 2025
Q2 2025 Added +289K +$4.1M +187.6% 443K Aug 13, 2025
Q1 2025 Added +109K +$1.9M +242.0% 154K May 14, 2025
Q4 2024 Reduced −509K −$9.1M −91.9% 45K Feb 13, 2025
Q3 2024 Reduced −128K −$2.1M −18.7% 554K Nov 13, 2024
Q2 2024 Reduced −215K −$3.3M −24.0% 682K Aug 9, 2024
Q1 2024 Added +767K +$12M +590.6% 897K May 13, 2024
Q4 2023 New +130K +$1.9M – 130K Feb 13, 2024
Q2 2023 Reduced −1.2M −$19M −96.0% 48K Aug 11, 2023
Q1 2023 Added +538K +$9.6M +79.4% 1.2M May 12, 2023
Q4 2022 Reduced −247K −$4.2M −26.7% 677K Feb 13, 2023
Q3 2022 New +925K +$16M – 925K Nov 14, 2022
Q4 2021 New +332K +$8.1M – 332K Feb 11, 2022
Data through Q3 2025 · filed Nov 13, 2025
13 grouped rows from 13 quarters

More Simons positions

United Therapeutics Corporation(UTHR)
$1.1B
1.7% of portfolio

Palantir Technologies Inc.(PLTR)
$997M
1.6% of portfolio

Apple Inc.(AAPL)
$778M
1.2% of portfolio

Kinross Gold Corporation(KGC)
$780M
1.2% of portfolio

Micron Technology, Inc.(MU)
$731M
1.1% of portfolio

VeriSign, Inc.(VRSN)
$700M
1.1% of portfolio

Common questions

Does Jim Simons own IVZ?

Not currently. Jim Simons fully exited IVZ in Q3 2025, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jim Simons buy IVZ?

Jim Simons first disclosed a IVZ position in Q4 2021; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jim Simons sell IVZ?

Yes. Jim Simons reduced and then fully exited IVZ by Q3 2025; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of IVZ does Jim Simons own?

None as of the latest filing: Jim Simons has exited IVZ. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jim Simons pay for IVZ?

Jim Simons's estimated average buy price for IVZ is $15.18, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.