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 | |
|---|---|---|---|---|---|---|
2901
Unity Bancorp
UNTY
$621M
| $552K | ﹤0.01% |
20,201
+6,201
| +44% | +$170K |
|
2902
Corvus Pharmaceuticals
CRVS
$1.25B
| $551K | ﹤0.01% |
648,632
-326,887
| -34% | -$289K |
|
2903
Willamette Valley Vineyards
WVVI
$11.5M
| $551K | ﹤0.01% |
92,352
-11,400
| -11% | -$69.4K |
|
2904
Vanguard Morningstar Mid-Cap ETF
VO
$111B
| $550K | ﹤0.01% |
10,800
-48,800
| -82% | -$2.49M |
|
2905
Enovis
ENOV
$1.5B
| $549K | ﹤0.01% |
+10,267
| New | +$530K |
|
2906
Insmed
INSM
$27B
| $545K | ﹤0.01% |
+27,300
| New | +$528K |
|
2907
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
| $545K | ﹤0.01% |
8,400
-9,600
| -53% | -$623K |
|
2908
American Resources Corp
AREC
$308M
| $544K | ﹤0.01% |
+412,300
| New | +$754K |
|
2909
Citizens
CIA
$201M
| $543K | ﹤0.01% |
254,794
-20,800
| -8% | -$58K |
|
2910
Covenant Logistics
CVLG
$886M
| $543K | ﹤0.01% |
31,400
-65,000
| -67% | -$1.17M |
|
2911
First Western Financial
MYFW
$310M
| $543K | ﹤0.01% |
19,300
-1,700
| -8% | -$47.4K |
|
2912
Invesco Leisure and Entertainment ETF
PEJ
$314M
| $543K | ﹤0.01% |
14,900
-16,600
| -53% | -$621K |
|
2913
Atara Biotherapeutics
ATRA
$72.9M
| $541K | ﹤0.01% |
6,600
-6,844
| -51% | -$713K |
|
|
CFMS
2914
DELISTED
Conformis, Inc. Common Stock
CFMS
| $541K | ﹤0.01% |
163,002
-27,546
| -14% | -$85.5K |
|
2915
iShares Asia 50 ETF
AIA
$5.06B
| $540K | ﹤0.01% |
9,518
-1,282
| -12% | -$68.1K |
|
|
ASM
2916
Avino Silver & Gold Mines
ASM
$1.23B
| $540K | ﹤0.01% |
794,400
+149,970
| +23% | +$96.8K |
|
2917
Century Therapeutics
IPSC
$348M
| $539K | ﹤0.01% |
+105,100
| New | +$992K |
|
2918
McGrath RentCorp
MGRC
$2.99B
| $538K | ﹤0.01% |
+5,447
| New | +$510K |
|
|
ICD
2919
DELISTED
Independence Contract Drilling, Inc.
ICD
| $538K | ﹤0.01% |
164,465
+101,565
| +161% | +$354K |
|
2920
iShares US Regional Banks ETF
IAT
$693M
| $534K | ﹤0.01% |
+11,200
| New | +$550K |
|
2921
ClearOne Inc
CLRO
$14M
| $533K | ﹤0.01% |
23,371
-1,120
| -5% | -$14K |
|
2922
3D Systems Corp
DDD
$616M
| $532K | ﹤0.01% |
71,850
-574,401
| -89% | -$5.04M |
|
2923
FVCBankcorp
FVCB
$338M
| $532K | ﹤0.01% |
34,875
+4,500
| +15% | +$70.8K |
|
2924
Biomea Fusion
BMEA
$95.7M
| $531K | ﹤0.01% |
63,000
+1,200
| +2% | +$10.2K |
|
2925
Usio Inc
USIO
$76.2M
| $531K | ﹤0.01% |
321,741
-21,300
| -6% | -$42.6K |
|
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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.