We are live on ! Find out more
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
CRDF icon
2751
Cardiff Oncology
CRDF
$74.9M
$687K ﹤0.01%
490,990
+69,002
+16% +$98.8K
AVDE icon
2752
Avantis International Equity ETF
AVDE
$18.8B
$686K ﹤0.01%
+12,900
New +$657K
EOLS icon
2753
Evolus
EOLS
$538M
$686K ﹤0.01%
+91,300
New +$707K
MTEX icon
2754
Mannatech
MTEX
$12.1M
$686K ﹤0.01%
38,299
-2,300
-6% -$49.9K
TRAK icon
2755
ReposiTrak
TRAK
$155M
$686K ﹤0.01%
138,663
+5,055
+4% +$25.6K
FENY icon
2756
Fidelity MSCI Energy Index ETF
FENY
$2.09B
$684K ﹤0.01%
28,700
-7,800
-21% -$186K
KIE icon
2757
State Street SPDR S&P Insurance ETF
KIE
$684M
$684K ﹤0.01%
+16,700
New +$674K
MPTI icon
2758
M-tron Industries
MPTI
$383M
$683K ﹤0.01%
+78,113
New +$803K
ORTX
2759
DELISTED
Orchard Therapeutics plc American Depositary Shares
ORTX
$683K ﹤0.01%
184,228
-69,316
-27% -$306K
MAPS
2760
DELISTED
WM TECHNOLOGY INC A
MAPS
$678K ﹤0.01%
671,500
+524,200
+356% +$758K
ALTG icon
2761
Alta Equipment Group
ALTG
$237M
$674K ﹤0.01%
51,100
-15,600
-23% -$188K
IJK icon
2762
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.3B
$669K ﹤0.01%
+9,800
New +$674K
REFI
2763
Chicago Atlantic Real Estate Finance
REFI
$260M
$669K ﹤0.01%
+44,421
New +$678K
IRD
2764
Opus Genetics
IRD
$300M
$669K ﹤0.01%
189,500
-17,401
-8% -$45.8K
DFAT icon
2765
Dimensional US Targeted Value ETF
DFAT
$14.9B
$668K ﹤0.01%
15,200
+2,100
+16% +$92.2K
XLB icon
2766
State Street Materials Select Sector SPDR ETF
XLB
$8.6B
$668K ﹤0.01%
17,200
-9,200
-35% -$353K
LMST
2767
DELISTED
Limestone Bancorp, Inc. Common Stock
LMST
$667K ﹤0.01%
+27,300
New +$654K
ACOR
2768
DELISTED
Acorda Therapeutics
ACOR
$666K ﹤0.01%
43,445
+655
+2% +$7.63K
JRVR icon
2769
James River Group Holdings
JRVR
$193M
$665K ﹤0.01%
+31,800
New +$730K
THRY icon
2770
Thryv Holdings
THRY
$96M
$665K ﹤0.01%
35,000
-55,800
-61% -$1.09M
HLMN icon
2771
Hillman Solutions
HLMN
$1.69B
$663K ﹤0.01%
+91,929
New +$691K
XERS icon
2772
Xeris Biopharma Holdings
XERS
$1.57B
$663K ﹤0.01%
498,494
-51,200
-9% -$72.3K
APOG icon
2773
Apogee Enterprises
APOG
$889M
$662K ﹤0.01%
14,883
-4,400
-23% -$198K
WVE icon
2774
Wave Life Sciences
WVE
$1.07B
$662K ﹤0.01%
94,500
-43,400
-31% -$200K
UPLD icon
2775
Upland Software
UPLD
$15.7M
$661K ﹤0.01%
9,272
-33,097
-78% -$2.47M
109 110
111
112 113

Similar funds

Capstone Investment Advisors
Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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.