Jim Simons Renaissance Technologies
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$839M |
| 2 |
Amazon
AMZN
|
+$810M |
| 3 |
Tesla
TSLA
|
+$644M |
| 4 |
TSMC
TSM
|
+$546M |
| 5 |
Johnson & Johnson
JNJ
|
+$389M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$891M |
| 2 |
Home Depot
HD
|
+$441M |
| 3 |
JPMorgan Chase
JPM
|
+$335M |
| 4 |
NVO
Novo Nordisk
NVO
|
+$317M |
| 5 |
ASML
ASML
|
+$315M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 20.84% |
| 2 | Technology | 15.57% |
| 3 | Consumer Discretionary | 11.88% |
| 4 | Consumer Staples | 10.09% |
| 5 | Financials | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2651
America's Car Mart
CRMT
$25.7M
| $822K | ﹤0.01% |
11,372
-10,682
| -48% | -$726K |
|
2652
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.11B
| $821K | ﹤0.01% |
+30,400
| New | +$816K |
|
|
ADAP
2653
DELISTED
Adaptimmune Therapeutics
ADAP
| $819K | ﹤0.01% |
560,973
-5,259
| -0.9% | -$8.52K |
|
2654
Cadre Holdings
CDRE
$1.46B
| $818K | ﹤0.01% |
40,600
+3,000
| +8% | +$77.3K |
|
2655
Invesco Taxable Municipal Bond ETF
BAB
$1.01B
| $816K | ﹤0.01% |
+31,747
| New | +$813K |
|
2656
Heron Therapeutics
HRTX
$63.9M
| $816K | ﹤0.01% |
+326,500
| New | +$1.05M |
|
|
TUYA
2657
Tuya Inc
TUYA
$1.12B
| $816K | ﹤0.01% |
427,000
-185,241
| -30% | -$225K |
|
2658
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.93B
| $812K | ﹤0.01% |
+32,300
| New | +$809K |
|
2659
Instil Bio
TIL
$50.1M
| $809K | ﹤0.01% |
+64,221
| New | +$3.17M |
|
2660
VanEck Agribusiness ETF
MOO
$976M
| $807K | ﹤0.01% |
9,400
-600
| -6% | -$52.7K |
|
|
ACCS
2661
ACCESS Newswire
ACCS
$19.2M
| $805K | ﹤0.01% |
32,138
-3,400
| -10% | -$81.2K |
|
2662
Educational Development Corp
EDUC
$11.8M
| $804K | ﹤0.01% |
254,545
-16,400
| -6% | -$45.1K |
|
2663
Aemetis
AMTX
$128M
| $803K | ﹤0.01% |
202,815
-46,400
| -19% | -$264K |
|
2664
Vanguard Financials ETF
VFH
$14B
| $802K | ﹤0.01% |
9,700
+3,000
| +45% | +$248K |
|
2665
Gentherm
THRM
$1.35B
| $801K | ﹤0.01% |
12,264
-29,300
| -70% | -$1.89M |
|
|
RVLP
2666
DELISTED
RVL Pharmaceuticals plc Ordinary Shares
RVLP
| $801K | ﹤0.01% |
715,215
-56,792
| -7% | -$90.5K |
|
|
ORC
2667
Orchid Island Capital
ORC
$1.33B
| $795K | ﹤0.01% |
75,760
+18,400
| +32% | +$188K |
|
2668
Bel Fuse Inc Class A
BELFA
$3.51B
| $792K | ﹤0.01% |
24,600
+2,300
| +10% | +$74.7K |
|
|
DHC
2669
Diversified Healthcare Trust
DHC
$2.03B
| $791K | ﹤0.01% |
1,223,683
+377,983
| +45% | +$373K |
|
2670
TELA Bio
TELA
$28.9M
| $790K | ﹤0.01% |
68,732
-1,268
| -2% | -$11.4K |
|
2671
iShares MSCI Switzerland ETF
EWL
$2.21B
| $784K | ﹤0.01% |
+18,700
| New | +$761K |
|
|
SNT
2672
Senstar Technologies
SNT
$42.9M
| $784K | ﹤0.01% |
622,169
-1,186
| -0.2% | -$1.81K |
|
|
SMLR
2673
DELISTED
Semler Scientific
SMLR
| $782K | ﹤0.01% |
23,700
-20,700
| -47% | -$718K |
|
2674
Pacer Lunt Large Cap Alternator ETF
ALTL
$92.2M
| $781K | ﹤0.01% |
+19,300
| New | +$759K |
|
2675
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.53B
| $781K | ﹤0.01% |
33,200
-121,800
| -79% | -$2.87M |
|
Similar funds
Jim Simons's Q4 2022 Portfolio in Review
As of Q4 2022, Jim Simons held 4,601 positions worth $73.1B, up 3.4% from $70.7B the previous quarter. Its ten largest holdings account for 11% of the portfolio.
Jim Simons's Q4 2022 filing shows 626 new, 1,390 increased, 2,018 reduced and 524 closed positions. Its largest new stake was Johnson & Johnson: 2,254,125 shares worth $398M. The largest sale was Microsoft, an estimated $891M.
By sector, the portfolio is most concentrated in Healthcare at 21% of assets, up from 19% a quarter earlier, followed by Technology and Consumer Discretionary.
- Jim Simons's largest Q4 2022 buy was Johnson & Johnson: 2,254,125 shares worth $398M.
- Jim Simons added most to Apple in Q4 2022, an estimated $839M increase.
- Jim Simons's biggest Q4 2022 reduction was Novo Nordisk, cutting an estimated $317M.
- Jim Simons fully exited Microsoft in Q4 2022, selling an estimated $891M.
- Jim Simons's ten largest holdings make up 11% of its $73.1B portfolio in Q4 2022.
- Jim Simons opened 626 new positions and closed 524 in Q4 2022.
- Jim Simons's portfolio value rose 3.4% quarter-over-quarter to $73.1B.
Based on Renaissance Technologies's 13F filing for Q4 2022, filed 13 Feb 2023.