Jim Simons's Waters Corporation (WAT) position

Not anymore: Jim Simons fully exited WAT in Q3 2023. The position peaked at $68M in Q1 2021.

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Value at exit

$15M

Shares at exit

57K

Est. average buy price (i)

$309.91

est. since Q1 2021

Quarter-end price

$266.54

Estimated trade prices

Average price in quarters with purchases: $331.90
Average prices in quarters with sales: Q4 2022: $316.35 (2K shares sold)

Q3 2022: $319.20 (10K shares sold)

Q2 2022: $317.42 (84K shares sold)

Q4 2021: $349.78 (171K shares sold)

Q2 2021: $316.51 (82K shares sold)

WAT price vs Simons's position

1Y 3Y 5Y MAX

Dates

Average closing price · filing quarter: $278.30
Price range · filing quarter: $249.28 – $312.38

Every quarterly change

Quarter	Action	Shares change	Est. value change	Δ Own	Shares held	Filing date
Q3 2023	Exited	−57K	−$16M	−100.0%	0	Nov 14, 2023
Q2 2023	Added	+16K	+$4.6M	+40.6%	57K	Aug 11, 2023
Q1 2023	Added	+31K	+$10M	+344.0%	40K	May 12, 2023
Q4 2022	Reduced	−2K	−$538K	−15.7%	9K	Feb 13, 2023
Q3 2022	Reduced	−10K	−$3.0M	−46.8%	11K	Nov 14, 2022
Q2 2022	Reduced	−84K	−$27M	−80.5%	20K	Aug 12, 2022
Q1 2022	Added	+89K	+$29M	+568.6%	104K	May 13, 2022
Q4 2021	Reduced	−171K	−$60M	−91.6%	16K	Feb 11, 2022
Q3 2021	Added	+29K	+$11M	+18.3%	186K	Nov 12, 2021
Q2 2021	Reduced	−82K	−$26M	−34.3%	158K	Aug 13, 2021
Q1 2021	First covered	–	–	–	240K	May 13, 2021

Data through Q3 2023 · filed Nov 14, 2023

11 grouped rows from 11 quarters

Who else owns WAT

T. Rowe Price Investment Management, Inc.

owns 7.2% of shares outstanding

Est. $1.2B · Shares: 4.7M

Massachusetts Financial Services Co

owns 7.1% of shares outstanding

Est. $1.2B · Shares: 4.6M

Fundsmith LLP

View investor →

owns 4.9% of shares outstanding

Est. $856M · Shares: 3.2M

Invesco Ltd.

View investor →

owns 3.3% of shares outstanding

Est. $578M · Shares: 2.2M

See all owners of WAT →

More Simons positions

United Therapeutics Corporation(UTHR)

$1.1B

1.7% of portfolio

Palantir Technologies Inc.(PLTR)

$997M

1.6% of portfolio

Common questions

Does Jim Simons own WAT?

Not currently. Jim Simons fully exited WAT in Q3 2023, 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 WAT?

Jim Simons held WAT since at least Q1 2021, when this filing coverage begins; the opening snapshot is not a disclosed purchase. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jim Simons sell WAT?

Yes. Jim Simons reduced and then fully exited WAT by Q3 2023; 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 WAT does Jim Simons own?

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

What price did Jim Simons pay for WAT?

Jim Simons began building the WAT position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. 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.