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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
+8.19%
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
$73.1B
AUM Growth
+$2.4B
Cap. Flow
-$1.43B
Cap. Flow %
-1.96%
Top 10 Hldgs %
11.25%
Holding
4,601
New
626
Increased
1,390
Reduced
2,018
Closed
524

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$839M
2
AMZN icon
Amazon
AMZN
+$810M
3
TSLA icon
Tesla
TSLA
+$644M
4
TSM icon
TSMC
TSM
+$546M
5
JNJ icon
Johnson & Johnson
JNJ
+$389M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$891M
2
HD icon
Home Depot
HD
+$441M
3
JPM icon
JPMorgan Chase
JPM
+$335M
4
NVO
Novo Nordisk
NVO
+$317M
5
ASML icon
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
RWX icon
2701
State Street SPDR Dow Jones International Real Estate ETF
RWX
$266M
$750K ﹤0.01%
+28,000
New +$717K
EEMV icon
2702
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.61B
$749K ﹤0.01%
+14,127
New +$739K
FHLC icon
2703
Fidelity MSCI Health Care Index ETF
FHLC
$3.4B
$749K ﹤0.01%
+11,700
New +$732K
PRTY
2704
DELISTED
Party City Holdco Inc.
PRTY
$749K ﹤0.01%
+2,047,947
New +$2.06M
IXJ icon
2705
iShares Global Healthcare ETF
IXJ
$4.2B
$747K ﹤0.01%
+8,800
New +$726K
LFCR icon
2706
Lifecore Biomedical
LFCR
$179M
$746K ﹤0.01%
115,151
-3,749
-3% -$30.9K
BRSP
2707
BrightSpire Capital
BRSP
$633M
$745K ﹤0.01%
119,600
-42,700
-26% -$297K
PARAA
2708
DELISTED
Paramount Global Class A
PARAA
$745K ﹤0.01%
38,003
-3,451
-8% -$73K
GTIM icon
2709
Good Times Restaurants
GTIM
$16.4M
$742K ﹤0.01%
331,183
-8,500
-3% -$20.2K
TAP icon
2710
Molson Coors Class B
TAP
$7.97B
$742K ﹤0.01%
+14,400
New +$739K
FREE
2711
DELISTED
Whole Earth Brands, Inc. Class A Common Stock
FREE
$742K ﹤0.01%
182,400
+41,300
+29% +$150K
REE
2712
DELISTED
REE Automotive
REE
$739K ﹤0.01%
63,397
+22,587
+55% +$374K
DFSD
2713
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.17B
$738K ﹤0.01%
+16,002
New +$735K
DISV icon
2714
Dimensional International Small Cap Value ETF
DISV
$5.19B
$733K ﹤0.01%
+33,004
New +$688K
VRA icon
2715
Vera Bradley
VRA
$93M
$731K ﹤0.01%
161,300
-134,500
-45% -$491K
SR icon
2716
Spire
SR
$4.9B
$730K ﹤0.01%
+10,600
New +$721K
VYGR icon
2717
Voyager Therapeutics
VYGR
$201M
$728K ﹤0.01%
119,300
+2,500
+2% +$14.2K
IYF icon
2718
iShares US Financials ETF
IYF
$4.43B
$725K ﹤0.01%
+9,600
New +$720K
SONY icon
2719
Sony
SONY
$142B
$725K ﹤0.01%
47,500
-2,006,500
-98% -$30M
AEHR icon
2720
Aehr Test Systems
AEHR
$4.37B
$724K ﹤0.01%
36,000
-217,500
-86% -$4.65M
AXTI icon
2721
AXT Inc
AXTI
$5.34B
$724K ﹤0.01%
165,383
+59,683
+56% +$291K
MMYT icon
2722
MakeMyTrip
MMYT
$5.68B
$721K ﹤0.01%
26,167
-123,500
-83% -$3.56M
MRUS
2723
DELISTED
Merus
MRUS
$721K ﹤0.01%
46,600
-25,600
-35% -$451K
DRLL icon
2724
Strive US Energy ETF
DRLL
$306M
$718K ﹤0.01%
+24,391
New +$720K
CALB
2725
DELISTED
California BanCorp Common Stock
CALB
$718K ﹤0.01%
30,185
+6,500
+27% +$149K
107 108
109
110 111

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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.