Jim Simons
OGEN icon

Jim Simons’s Oragenics OGEN Stock Holding History

Jim Simons’s Portfolio OGEN Stock Details OGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-751
Closed -$23.4K – 3781
2024
Q2 		$23.4K Sell
751
-1,128
-60% -$51.1K ﹤0.01% 3370
2024
Q1 		$81K Buy
1,879
+1,365
+266% +$135K ﹤0.01% 3406
2023
Q4 		$87K Buy
514
+63
+14% +$7.46K ﹤0.01% 3339
2023
Q3 		$40K Buy
451
+27
+6% +$2.7K ﹤0.01% 3436
2023
Q2 		$42K Sell
424
-136
-24% -$12.6K ﹤0.01% 3645
2023
Q1 		$55K Buy
560
+400
+250% +$66.7K ﹤0.01% 3640
2022
Q4 		$30K Buy
160
+31
+24% +$10.9K ﹤0.01% 3891
2022
Q3 		$53K Buy
129
+13
+11% +$7.59K ﹤0.01% 3743
2022
Q2 		$73K Buy
116
+62
+115% +$35.8K ﹤0.01% 3922
2022
Q1 		$33K Buy
54
+43
+391% +$31.5K ﹤0.01% 3958
2021
Q4 		$9K Sell
11
-486
-98% -$492K ﹤0.01% 3857
2021
Q3 		$568K Buy
497
+357
+255% +$431K ﹤0.01% 2841
2021
Q2 		$178K Buy
+140
New +$184K ﹤0.01% 3269
2020
Q4 		– Sell
-448
Closed -$464K – 3627
2020
Q3 		$464K Buy
448
+309
+222% +$494K ﹤0.01% 2838
2020
Q2 		$174K Buy
+139
New +$137K ﹤0.01% 3190
2020
Q1 		– Sell
-81
Closed -$76K – 3684
2019
Q4 		$76K Buy
+81
New +$72.2K ﹤0.01% 3351
2019
Q3 		– Sell
-30
Closed -$26K – 3622
2019
Q2 		$26K Buy
+30
New +$27.5K ﹤0.01% 3488
2018
Q1 		– Sell
-1
Closed -$3K – 3511
2017
Q4 		$3K Buy
+1
New +$6.29K ﹤0.01% 3304

Other funds holding OGEN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return
LWM
Lionsbridge Wealth Management Jacksonville Beach, Florida $102M AUM 28.57% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jim Simons's OGEN Position: Q3 2024 in Review

Jim Simons sold out of Oragenics (OGEN) in Q3 2024, closing a stake of 751 shares — an estimated $23.4K sold.

Jim Simons first reported a position in OGEN in Q4 2017 and held it in 18 quarters. The position peaked at $568K in Q3 2021. 13 funds tracked by Wall St. Rank hold OGEN as of Q3 2024.

  • Jim Simons reported no remaining Oragenics position as of Q3 2024 after selling out during the quarter.
  • Jim Simons sold 751 Oragenics shares in Q3 2024, an estimated $23.4K.
  • Jim Simons first reported a position in Oragenics in Q4 2017 and held it in 18 quarters.
  • Jim Simons's Oragenics position peaked at $568K in Q3 2021.
  • 13 funds tracked by Wall St. Rank held Oragenics as of Q3 2024.

Based on Renaissance Technologies's 13F filing for Q3 2024, filed 13 Nov 2024.