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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
-4.35%
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
$70.7B
AUM Growth
-$13.8B
Cap. Flow
-$8.71B
Cap. Flow %
-12.32%
Top 10 Hldgs %
10.57%
Holding
4,619
New
441
Increased
1,316
Reduced
2,164
Closed
637

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$578M
2
MU icon
Micron Technology
MU
+$433M
3
AMD icon
Advanced Micro Devices
AMD
+$404M
4
AMZN icon
Amazon
AMZN
+$398M
5
ACN icon
Accenture
ACN
+$358M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$777M
2
META icon
Meta Platforms (Facebook)
META
+$752M
3
TSLA icon
Tesla
TSLA
+$627M
4
CVX icon
Chevron
CVX
+$528M
5
SHOP icon
Shopify
SHOP
+$439M

Sector Composition

Rank Sector Weight
1 Healthcare 19.46%
2 Technology 18.58%
3 Consumer Staples 10.15%
4 Consumer Discretionary 9.72%
5 Financials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTA
2901
Metalla Royalty & Streaming
MTA
$912M
$527K ﹤0.01%
135,700
+83,900
+162% +$365K
CCC
2902
CCC Intelligent Solutions
CCC
$4.11B
$525K ﹤0.01%
+57,700
New +$546K
APEN
2903
DELISTED
Apollo Endosurgery, Inc.
APEN
$525K ﹤0.01%
95,300
-19,500
-17% -$108K
APPN icon
2904
Appian
APPN
$2.54B
$523K ﹤0.01%
12,800
-56,700
-82% -$2.75M
ATXS
2905
DELISTED
Astria Therapeutics
ATXS
$523K ﹤0.01%
57,861
+44,161
+322% +$296K
SACH
2906
Sachem Capital Corp
SACH
$37.9M
$523K ﹤0.01%
156,943
-55,957
-26% -$250K
STGW icon
2907
Stagwell
STGW
$2.23B
$523K ﹤0.01%
75,300
-85,300
-53% -$551K
AC
2908
DELISTED
Associated Capital Group
AC
$522K ﹤0.01%
14,200
-1,300
-8% -$51K
PALL icon
2909
abrdn Physical Palladium Shares ETF
PALL
$651M
$522K ﹤0.01%
+13,000
New +$502K
PESI icon
2910
Perma-Fix Environmental Services
PESI
$368M
$521K ﹤0.01%
116,363
-19,033
-14% -$97.7K
SPSM icon
2911
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.7B
$521K ﹤0.01%
15,300
+1,700
+13% +$64.3K
XXII
2912
22nd Century Group
XXII
$1.49M
– –
0
– –
RWJ icon
2913
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.11B
$519K ﹤0.01%
+16,200
New +$587K
MYFW icon
2914
First Western Financial
MYFW
$310M
$518K ﹤0.01%
21,000
+400
+2% +$10.9K
RFL icon
2915
Rafael Holdings
RFL
$103M
$517K ﹤0.01%
291,049
-80,613
-22% -$170K
HYPD
2916
Hyperion DeFi Inc
HYPD
$41.2M
$516K ﹤0.01%
3,301
+1,351
+69% +$199K
GLSI icon
2917
Greenwich LifeSciences
GLSI
$247M
$516K ﹤0.01%
56,701
-48,458
-46% -$448K
TALK icon
2918
Talkspace
TALK
$871M
$516K ﹤0.01%
500,600
+245,400
+96% +$360K
NOVN
2919
DELISTED
Novan, Inc. Common Stock
NOVN
$514K ﹤0.01%
274,952
-37,122
-12% -$93.6K
CYT
2920
DELISTED
Cyteir Therapeutics, Inc. Common Stock
CYT
$512K ﹤0.01%
266,821
-80,521
-23% -$210K
BOOM icon
2921
DMC Global
BOOM
$155M
$511K ﹤0.01%
31,997
+21,797
+214% +$443K
DFAT icon
2922
Dimensional US Targeted Value ETF
DFAT
$14.9B
$511K ﹤0.01%
13,100
+6,300
+93% +$269K
HEFA icon
2923
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.79B
$511K ﹤0.01%
+17,100
New +$545K
MCO icon
2924
Moody's
MCO
$84B
$511K ﹤0.01%
+2,100
New +$610K
COE
2925
51Talk Online Education Group
COE
$118M
$510K ﹤0.01%
66,350
-6,275
-9% -$41.4K
115 116
117
118 119

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Jim Simons's Q3 2022 Portfolio in Review

As of Q3 2022, Jim Simons held 4,619 positions worth $70.7B, down 16% from $84.5B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons withdrew a net $8.71B in Q3 2022, closing 637 positions and reducing 2,164 holdings. Its most notable exit was Shopify, an estimated $439M position sold in full.

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

Against the trend, Jim Simons opened a new position in Alphabet (Google) Class A worth $498M.

  • Jim Simons's largest Q3 2022 buy was Alphabet (Google) Class A: 5,208,460 shares worth $498M.
  • Jim Simons added most to Advanced Micro Devices in Q3 2022, an estimated $404M increase.
  • Jim Simons's biggest Q3 2022 reduction was Apple, cutting an estimated $777M.
  • Jim Simons fully exited Shopify in Q3 2022, selling an estimated $439M.
  • Jim Simons's ten largest holdings make up 11% of its $70.7B portfolio in Q3 2022.
  • Jim Simons opened 441 new positions and closed 637 in Q3 2022.
  • Jim Simons's portfolio value fell 16% quarter-over-quarter to $70.7B.

Based on Renaissance Technologies's 13F filing for Q3 2022, filed 14 Nov 2022.