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 | |
|---|---|---|---|---|---|---|
2726
iShares Mortgage Real Estate ETF
REM
$546M
| $717K | ﹤0.01% |
31,600
-25,200
| -44% | -$587K |
|
2727
Chesapeake Utilities
CPK
$3.26B
| $715K | ﹤0.01% |
+6,050
| New | +$710K |
|
2728
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.3B
| $715K | ﹤0.01% |
4,500
+700
| +18% | +$111K |
|
|
PVLA
2729
Palvella Therapeutics
PVLA
$2.25B
| $714K | ﹤0.01% |
8,587
-552
| -6% | -$44.4K |
|
|
DALN
2730
DELISTED
DallasNews
DALN
| $713K | ﹤0.01% |
184,651
-14,400
| -7% | -$65.6K |
|
2731
Netflix
NFLX
$325B
| $712K | ﹤0.01% |
24,210
-7,943,790
| -100% | -$223M |
|
|
SVC
2732
Service Properties Trust
SVC
$1.05B
| $710K | ﹤0.01% |
19,480
-2,280
| -10% | -$83.6K |
|
|
BFX
2733
DELISTED
BowFlex Inc.
BFX
| $707K | ﹤0.01% |
461,800
-17,300
| -4% | -$27.5K |
|
2734
Global X Cybersecurity ETF
BUG
$1.51B
| $706K | ﹤0.01% |
+34,013
| New | +$783K |
|
2735
ICF International
ICFI
$1.59B
| $702K | ﹤0.01% |
+7,088
| New | +$772K |
|
|
CO
2736
DELISTED
Global Cord Blood Corporation
CO
| $702K | ﹤0.01% |
2,348,549
| – | – |
|
2737
Coffee Holding Co
JVA
$20.2M
| $700K | ﹤0.01% |
342,964
-19,100
| -5% | -$42.7K |
|
2738
Kaiser Aluminum
KALU
$2.97B
| $699K | ﹤0.01% |
9,200
-72,800
| -89% | -$5.83M |
|
2739
Vicor
VICR
$10.8B
| $699K | ﹤0.01% |
+13,000
| New | +$684K |
|
|
ITCL
2740
DELISTED
Banco Itau Chile American Depositary Shares (each representing one third of one (1/3) Common Share)
ITCL
| $699K | ﹤0.01% |
216,299
-13,000
| -6% | -$40.2K |
|
2741
First Trust Rising Dividend Achievers ETF
RDVY
$25.8B
| $698K | ﹤0.01% |
15,900
+6,500
| +69% | +$284K |
|
2742
TaskUs
TASK
$688M
| $698K | ﹤0.01% |
41,300
+14,900
| +56% | +$280K |
|
2743
Ohio Valley Banc Corp
OVBC
$210M
| $697K | ﹤0.01% |
26,375
-1,500
| -5% | -$40.2K |
|
|
LILM
2744
DELISTED
Lilium N.V. Class A Ordinary Shares
LILM
| $697K | ﹤0.01% |
611,500
+393,900
| +181% | +$624K |
|
2745
Dimensional US Marketwide Value ETF
DFUV
$16B
| $696K | ﹤0.01% |
20,800
-2,400
| -10% | -$79.8K |
|
2746
Hennessy Advisors
HNNA
$79.3M
| $696K | ﹤0.01% |
82,825
-8,150
| -9% | -$71.1K |
|
2747
Edgewise Therapeutics
EWTX
$4.8B
| $694K | ﹤0.01% |
77,600
+19,300
| +33% | +$181K |
|
|
TCRR
2748
DELISTED
TCR2 Therapeutics Inc. Common Stock
TCRR
| $692K | ﹤0.01% |
693,286
-13,614
| -2% | -$18.4K |
|
2749
Open Text
OTEX
$5.94B
| $691K | ﹤0.01% |
23,300
-741,616
| -97% | -$21M |
|
2750
OptimizeRx
OPRX
$164M
| $689K | ﹤0.01% |
40,983
+8,783
| +27% | +$152K |
|
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.