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 | |
|---|---|---|---|---|---|---|
2876
NextCure
NXTC
$37.6M
| $573K | ﹤0.01% |
33,882
+14,715
| +77% | +$339K |
|
2877
Red River Bancshares
RRBI
$676M
| $573K | ﹤0.01% |
11,228
+328
| +3% | +$17.9K |
|
|
LEV
2878
DELISTED
The Lion Electric Company
LEV
| $573K | ﹤0.01% |
255,000
-600,000
| -70% | -$1.62M |
|
|
QUMU
2879
DELISTED
Qumu Corp.
QUMU
| $573K | ﹤0.01% |
641,556
-37,300
| -5% | -$27.8K |
|
2880
Ark Restaurants
ARKR
$20.2M
| $572K | ﹤0.01% |
34,511
+3,800
| +12% | +$72.5K |
|
2881
Vanguard Long-Term Bond ETF
BLV
$5.7B
| $572K | ﹤0.01% |
+7,900
| New | +$572K |
|
2882
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
| $572K | ﹤0.01% |
+8,700
| New | +$546K |
|
2883
Realty Income
O
$59.4B
| $571K | ﹤0.01% |
+9,000
| New | +$559K |
|
2884
iShares Latin America 40 ETF
ILF
$3.71B
| $570K | ﹤0.01% |
+24,900
| New | +$619K |
|
2885
Tredegar Corp
TG
$276M
| $570K | ﹤0.01% |
55,800
-88,500
| -61% | -$924K |
|
2886
Destination XL Group
DXLG
$35.4M
| $568K | ﹤0.01% |
84,200
+61,600
| +273% | +$395K |
|
|
AC
2887
DELISTED
Associated Capital Group
AC
| $567K | ﹤0.01% |
13,500
-700
| -5% | -$28.5K |
|
2888
First Trust Energy AlphaDEX Fund
FXN
$394M
| $567K | ﹤0.01% |
33,200
+9,500
| +40% | +$170K |
|
2889
Matrix Service
MTRX
$335M
| $566K | ﹤0.01% |
91,000
+1,700
| +2% | +$8.78K |
|
|
RERE
2890
ATRenew
RERE
$1.01B
| $565K | ﹤0.01% |
195,600
+178,100
| +1,018% | +$374K |
|
|
DFAI
2891
Dimensional International Core Equity Market ETF
DFAI
$18B
| $563K | ﹤0.01% |
+22,466
| New | +$539K |
|
2892
Invesco KBW Bank ETF
KBWB
$6.87B
| $563K | ﹤0.01% |
+10,900
| New | +$572K |
|
|
LTRPA
2893
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
| $563K | ﹤0.01% |
841,399
+350,790
| +72% | +$330K |
|
2894
Schwab Fundamental International Small Company Index ETF
FNDC
$3.18B
| $560K | ﹤0.01% |
17,900
+6,920
| +63% | +$206K |
|
2895
American Realty Investors
ARL
$242M
| $559K | ﹤0.01% |
21,799
-900
| -4% | -$18K |
|
2896
Envista
NVST
$4.51B
| $559K | ﹤0.01% |
+16,600
| New | +$568K |
|
2897
Camping World
CWH
$662M
| $558K | ﹤0.01% |
+25,000
| New | +$648K |
|
2898
Pyxis Tankers
PXS
$52.8M
| $558K | ﹤0.01% |
115,801
+26,900
| +30% | +$132K |
|
2899
Orion Group Holdings
ORN
$402M
| $553K | ﹤0.01% |
232,297
-12,500
| -5% | -$30.2K |
|
|
SKYT
2900
DELISTED
SkyWater Technology
SKYT
| $552K | ﹤0.01% |
77,600
-100,600
| -56% | -$850K |
|
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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.