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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

Jim Simons is the founder of Renaissance Technologies, one of the most successful quantitative hedge funds in the world. Before his career in finance, he served as a mathematics professor and made significant contributions to differential geometry. Simons applied his analytical expertise to develop sophisticated, algorithm-driven trading strategies, earning consistently high returns for investors.

This Fund
S&P 500
This Quarter Est. Return
-4.35%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$70.7B
AUM Growth
-$13.8B
Cap. Flow
-$8.71B
Cap. Flow %
-12.32%
Top 10 Hldgs %
10.57%
Holding
4,619
New
441
Increased
1,316
Reduced
2,164
Closed
637

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$578M
2
MU icon
Micron Technology
MU
+$433M
3
AMD icon
Advanced Micro Devices
AMD
+$404M
4
AMZN icon
Amazon
AMZN
+$398M
5
ACN icon
Accenture
ACN
+$358M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$777M
2
META icon
Meta Platforms (Facebook)
META
+$752M
3
TSLA icon
Tesla
TSLA
+$627M
4
CVX icon
Chevron
CVX
+$528M
5
SHOP icon
Shopify
SHOP
+$439M

Sector Composition

Rank Sector Weight
1 Healthcare 19.46%
2 Technology 18.58%
3 Consumer Staples 10.15%
4 Consumer Discretionary 9.72%
5 Financials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AIOT
2551
PowerFleet Inc
AIOT
$417M
$918K ﹤0.01%
298,149
-26,200
-8% -$75.5K
LCI
2552
DELISTED
Lannett Company, Inc.
LCI
$916K ﹤0.01%
508,794
-40,065
-7% -$87.8K
EVBG
2553
DELISTED
Everbridge, Inc. Common Stock
EVBG
$914K ﹤0.01%
29,600
+6,600
+29% +$217K
ATOS icon
2554
Atossa Therapeutics
ATOS
$25.9M
$913K ﹤0.01%
73,047
-59,619
-45% -$866K
MMX
2555
DELISTED
Maverix Metals Inc. Common Shares
MMX
$912K ﹤0.01%
272,582
-24,118
-8% -$91.4K
CFMS
2556
DELISTED
Conformis, Inc. Common Stock
CFMS
$911K ﹤0.01%
190,548
+7,528
+4% +$52.3K
FTEK icon
2557
Fuel Tech
FTEK
$45.3M
$908K ﹤0.01%
776,416
+7,100
+0.9% +$9.21K
IUSV icon
2558
iShares Core S&P US Value ETF
IUSV
$28B
$908K ﹤0.01%
+14,500
New +$1M
CDRE icon
2559
Cadre Holdings
CDRE
$1.46B
$905K ﹤0.01%
37,600
-24,900
-40% -$609K
JVA icon
2560
Coffee Holding Co
JVA
$20.2M
$905K ﹤0.01%
362,064
-27,600
-7% -$72.8K
SCHX icon
2561
Schwab US Large- Cap ETF
SCHX
$74.9B
$902K ﹤0.01%
+63,900
New +$1M
AATC
2562
DELISTED
Autoscope Technologies Corporation Common Stock
AATC
$899K ﹤0.01%
197,549
-22,299
-10% -$113K
XLB icon
2563
State Street Materials Select Sector SPDR ETF
XLB
$8.6B
$898K ﹤0.01%
26,400
-128,600
-83% -$4.84M
TERN
2564
DELISTED
Terns Pharmaceuticals
TERN
$896K ﹤0.01%
152,200
-32,216
-17% -$120K
TRHC
2565
DELISTED
Tabula Rasa HealthCare, Inc. Common Stock
TRHC
$895K ﹤0.01%
+186,400
New +$799K
CMRX
2566
DELISTED
Chimerix, Inc.
CMRX
$894K ﹤0.01%
463,109
-573,840
-55% -$1.29M
ECH icon
2567
iShares MSCI Chile ETF
ECH
$1.04B
$893K ﹤0.01%
37,200
+810
+2% +$21.1K
PARAA
2568
DELISTED
Paramount Global Class A
PARAA
$893K ﹤0.01%
41,454
-549
-1% -$14.8K
FRGI
2569
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
$893K ﹤0.01%
140,900
-13,600
-9% -$97.9K
PLXS icon
2570
Plexus
PLXS
$7.13B
$892K ﹤0.01%
+10,193
New +$909K
VRA icon
2571
Vera Bradley
VRA
$93M
$890K ﹤0.01%
295,800
-101,600
-26% -$409K
VRM icon
2572
Vroom Inc
VRM
$56.8M
$884K ﹤0.01%
9,521
+2,085
+28% +$278K
BIO.B icon
2573
Bio-Rad Laboratories Class B
BIO.B
$879K ﹤0.01%
2,100
– –
AGIO icon
2574
Agios Pharmaceuticals
AGIO
$2B
$877K ﹤0.01%
31,000
-31,000
-50% -$832K
DXJ icon
2575
WisdomTree Japan Hedged Equity Fund
DXJ
$7.53B
$876K ﹤0.01%
+14,200
New +$914K
101 102
103
104 105

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Jim Simons's Q3 2022 Portfolio in Review

As of Q3 2022, Jim Simons held 4,619 positions worth $70.7B, down 16% from $84.5B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons withdrew a net $8.71B in Q3 2022, closing 637 positions and reducing 2,164 holdings. Its most notable exit was Shopify, an estimated $439M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 19% of assets, down from 19% a quarter earlier, followed by Technology and Consumer Staples.

Against the trend, Jim Simons opened a new position in Alphabet (Google) Class A worth $498M.

  • Jim Simons's largest Q3 2022 buy was Alphabet (Google) Class A: 5,208,460 shares worth $498M.
  • Jim Simons added most to Advanced Micro Devices in Q3 2022, an estimated $404M increase.
  • Jim Simons's biggest Q3 2022 reduction was Apple, cutting an estimated $777M.
  • Jim Simons fully exited Shopify in Q3 2022, selling an estimated $439M.
  • Jim Simons's ten largest holdings make up 11% of its $70.7B portfolio in Q3 2022.
  • Jim Simons opened 441 new positions and closed 637 in Q3 2022.
  • Jim Simons's portfolio value fell 16% quarter-over-quarter to $70.7B.

Based on Renaissance Technologies's 13F filing for Q3 2022, filed 14 Nov 2022.