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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
OSG
2651
Octave Specialty Group
OSG
$221M
$776K ﹤0.01%
+60,900
New +$811K
OVBC icon
2652
Ohio Valley Banc Corp
OVBC
$210M
$775K ﹤0.01%
27,875
-3,400
-11% -$101K
OPOF
2653
DELISTED
Old Point Financial
OPOF
$773K ﹤0.01%
27,883
-2,852
-9% -$70.4K
SPYG icon
2654
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.3B
$772K ﹤0.01%
15,400
-21,100
-58% -$1.19M
FBK icon
2655
FB Financial Corp
FBK
$3.09B
$768K ﹤0.01%
20,100
+2,700
+16% +$110K
MAG
2656
DELISTED
MAG Silver
MAG
$768K ﹤0.01%
61,400
-157,500
-72% -$1.95M
MDY icon
2657
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.4B
$763K ﹤0.01%
1,900
-1,200
-39% -$530K
CBNK icon
2658
Capital Bancorp
CBNK
$613M
$762K ﹤0.01%
33,000
-1,900
-5% -$45.4K
HEPS
2659
D-Market Electronic Services & Trading
HEPS
$997M
$761K ﹤0.01%
789,600
-171,776
-18% -$164K
MBIO icon
2660
Mustang Bio
MBIO
$4.5M
$760K ﹤0.01%
2,160
-899
-29% -$417K
NAGE
2661
Niagen Bioscience
NAGE
$239M
$760K ﹤0.01%
618,210
-121,690
-16% -$196K
NMR icon
2662
Nomura Holdings
NMR
$28.7B
$759K ﹤0.01%
229,990
-6,300
-3% -$22.9K
RNW icon
2663
ReNew
RNW
$2.48B
$759K ﹤0.01%
126,000
+16,000
+15% +$109K
GVP
2664
DELISTED
GSE Systems, Inc.
GVP
$758K ﹤0.01%
84,265
-5,205
-6% -$58.2K
SLV icon
2665
iShares Silver Trust
SLV
$31.5B
$754K ﹤0.01%
+43,100
New +$764K
DXPE icon
2666
DXP Enterprises
DXPE
$3.12B
$751K ﹤0.01%
+31,700
New +$909K
ELVN icon
2667
Enliven Therapeutics
ELVN
$4.31B
$751K ﹤0.01%
82,331
-19,549
-19% -$115K
BRMK
2668
DELISTED
Broadmark Realty Capital Inc. Common Stock
BRMK
$751K ﹤0.01%
146,900
-119,500
-45% -$800K
FWDI
2669
Forward Industries Inc
FWDI
$314M
$750K ﹤0.01%
56,404
-3,840
-6% -$60.3K
MBI icon
2670
MBIA
MBI
$264M
$749K ﹤0.01%
81,374
-1,500
-2% -$17.8K
MGK icon
2671
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.9B
$749K ﹤0.01%
+21,500
New +$847K
SCHV
2672
Schwab US Large-Cap Value ETF
SCHV
$16.3B
$749K ﹤0.01%
38,400
+13,800
+56% +$297K
DJP icon
2673
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$821M
$747K ﹤0.01%
22,700
-12,800
-36% -$448K
BSJO
2674
DELISTED
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
$746K ﹤0.01%
34,484
+9,184
+36% +$205K
DIBS icon
2675
1stdibs.com
DIBS
$165M
$745K ﹤0.01%
118,500
+7,600
+7% +$49.2K
105 106
107
108 109

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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.