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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
-3.48%
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
$85.2B
AUM Growth
+$4.83B
Cap. Flow
+$8.98B
Cap. Flow %
10.54%
Top 10 Hldgs %
12.02%
Holding
4,686
New
822
Increased
1,556
Reduced
1,625
Closed
650

Top Buys

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$848M
2
TSLA icon
Tesla
TSLA
+$759M
3
HD icon
Home Depot
HD
+$653M
4
META icon
Meta Platforms (Facebook)
META
+$567M
5
WFC icon
Wells Fargo
WFC
+$421M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$786M
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$409M
3
MU icon
Micron Technology
MU
+$379M
4
T icon
AT&T
T
+$372M
5
MDT icon
Medtronic
MDT
+$370M

Sector Composition

Rank Sector Weight
1 Healthcare 19.03%
2 Technology 14.98%
3 Consumer Discretionary 11.43%
4 Consumer Staples 10.71%
5 Communication Services 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MWA icon
2826
Mueller Water Products
MWA
$3.99B
$858K ﹤0.01%
+66,400
New +$857K
MKL icon
2827
Markel Group
MKL
$22.9B
$856K ﹤0.01%
580
-6,651
-92% -$8.59M
EMLP icon
2828
First Trust North American Energy Infrastructure Fund
EMLP
$4.19B
$853K ﹤0.01%
30,800
-3,145
-9% -$81.4K
LSAK icon
2829
Lesaka Technologies
LSAK
$407M
$850K ﹤0.01%
144,800
-17,979
-11% -$92.1K
VNLA icon
2830
Janus Henderson Short Duration Income ETF
VNLA
$3.36B
$850K ﹤0.01%
17,316
-5,356
-24% -$264K
UTSI icon
2831
UTStarcom
UTSI
$23.5M
$849K ﹤0.01%
294,564
-5,650
-2% -$18.9K
OPGN
2832
DELISTED
OpGen, Inc
OPGN
$849K ﹤0.01%
5,659
-2,826
-33% -$495K
CYAN
2833
DELISTED
Cyanotech Corp
CYAN
$849K ﹤0.01%
251,909
-5,271
-2% -$15.6K
DS
2834
DELISTED
Drive Shack Inc.
DS
$849K ﹤0.01%
551,000
-100,454
-15% -$136K
ELVN icon
2835
Enliven Therapeutics
ELVN
$4.31B
$847K ﹤0.01%
112,625
+2,725
+2% +$18K
SLGN icon
2836
Silgan Holdings
SLGN
$4.49B
$846K ﹤0.01%
18,300
-153,080
-89% -$6.63M
UWM icon
2837
ProShares Ultra Russell2000
UWM
$251M
$845K ﹤0.01%
+18,200
New +$842K
ISTR icon
2838
Investar Holding Corp
ISTR
$426M
$843K ﹤0.01%
44,175
-15,300
-26% -$297K
INST
2839
DELISTED
Instructure Holdings, Inc.
INST
$843K ﹤0.01%
42,041
-20,511
-33% -$445K
AGFS
2840
DELISTED
AgroFresh Solutions Inc
AGFS
$843K ﹤0.01%
443,811
+8,800
+2% +$17.7K
EPSN icon
2841
Epsilon Energy
EPSN
$169M
$842K ﹤0.01%
130,489
+39,389
+43% +$228K
FXR icon
2842
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$773M
$842K ﹤0.01%
14,900
+3,400
+30% +$196K
MFGP
2843
DELISTED
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
$842K ﹤0.01%
158,900
+78,200
+97% +$431K
LYLT
2844
DELISTED
Loyalty Ventures Inc. Common Stock
LYLT
$841K ﹤0.01%
+50,900
New +$1.26M
PSN icon
2845
Parsons
PSN
$5.12B
$840K ﹤0.01%
21,700
+11,600
+115% +$395K
UPLD icon
2846
Upland Software
UPLD
$15.7M
$840K ﹤0.01%
4,772
-11,302
-70% -$2.07M
ITCL
2847
DELISTED
Banco Itau Chile American Depositary Shares (each representing one third of one (1/3) Common Share)
ITCL
$840K ﹤0.01%
251,499
-5,700
-2% -$18.3K
PSTX
2848
DELISTED
Poseida Therapeutics, Inc. Common Stock
PSTX
$838K ﹤0.01%
187,000
+153,400
+457% +$692K
DFAT icon
2849
Dimensional US Targeted Value ETF
DFAT
$14.9B
$834K ﹤0.01%
+17,900
New +$833K
THRN
2850
DELISTED
Thorne Healthtech, Inc. Common Stock
THRN
$834K ﹤0.01%
131,100
-125,900
-49% -$678K
112 113
114
115 116

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Jim Simons's Q1 2022 Portfolio in Review

As of Q1 2022, Jim Simons held 4,686 positions worth $85.2B, up 6% from $80.4B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons deployed $8.98B of net new capital in Q1 2022, opening 822 new positions and adding to 1,556 existing holdings. Its largest new stake was Advanced Micro Devices: 7,107,290 shares worth $777M.

By sector, the portfolio is most concentrated in Healthcare at 19% of assets, down from 20% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Berkshire Hathaway Class A, an estimated $409M trimmed.

  • Jim Simons's largest Q1 2022 buy was Advanced Micro Devices: 7,107,290 shares worth $777M.
  • Jim Simons added most to Tesla in Q1 2022, an estimated $759M increase.
  • Jim Simons's biggest Q1 2022 reduction was Berkshire Hathaway Class A, cutting an estimated $409M.
  • Jim Simons fully exited Microsoft in Q1 2022, selling an estimated $786M.
  • Jim Simons's ten largest holdings make up 12% of its $85.2B portfolio in Q1 2022.
  • Jim Simons opened 822 new positions and closed 650 in Q1 2022.
  • Jim Simons's portfolio value rose 6% quarter-over-quarter to $85.2B.

Based on Renaissance Technologies's 13F filing for Q1 2022, filed 13 May 2022.