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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
+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
XSVM icon
2926
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$677M
$531K ﹤0.01%
11,600
+1,200
+12% +$55.9K
JBIO
2927
Jade Biosciences
JBIO
$1.57B
$530K ﹤0.01%
+517
New +$375K
MIR icon
2928
Mirion Technologies
MIR
$3.96B
$524K ﹤0.01%
+79,300
New +$534K
VALU icon
2929
Value Line
VALU
$353M
$524K ﹤0.01%
10,300
-400
-4% -$22.6K
CSTL icon
2930
Castle Biosciences
CSTL
$905M
$520K ﹤0.01%
22,100
+5,100
+30% +$118K
FINV
2931
FinVolution Group
FINV
$1.03B
$519K ﹤0.01%
104,700
+25,300
+32% +$119K
BLZE icon
2932
Backblaze
BLZE
$1.18B
$515K ﹤0.01%
83,700
-9,500
-10% -$45.5K
TRMK icon
2933
Trustmark
TRMK
$2.8B
$515K ﹤0.01%
+14,762
New +$516K
ASYS icon
2934
Amtech Systems
ASYS
$281M
$514K ﹤0.01%
67,596
+20,800
+44% +$188K
EFG icon
2935
iShares MSCI EAFE Growth ETF
EFG
$17.3B
$514K ﹤0.01%
+6,140
New +$496K
HEPS
2936
D-Market Electronic Services & Trading
HEPS
$997M
$514K ﹤0.01%
779,100
-10,500
-1% -$7.74K
EVBN
2937
DELISTED
Evans Bancorp Inc
EVBN
$514K ﹤0.01%
+13,739
New +$514K
BW icon
2938
Babcock & Wilcox
BW
$1.53B
$511K ﹤0.01%
+88,533
New +$483K
BKLN icon
2939
Invesco Senior Loan ETF
BKLN
$6.76B
$509K ﹤0.01%
+24,800
New +$514K
USAP
2940
DELISTED
Universal Stainless & Alloy
USAP
$508K ﹤0.01%
70,900
-500
-0.7% -$3.6K
ALGS icon
2941
Aligos Therapeutics
ALGS
$43M
$507K ﹤0.01%
21,290
-7,934
-27% -$200K
GLSI icon
2942
Greenwich LifeSciences
GLSI
$247M
$506K ﹤0.01%
33,300
-23,401
-41% -$268K
EELV icon
2943
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$423M
$505K ﹤0.01%
21,953
+1,853
+9% +$41.1K
IGM icon
2944
iShares Expanded Tech Sector ETF
IGM
$10.9B
$504K ﹤0.01%
+10,800
New +$518K
MOG.B icon
2945
Moog Inc Class B
MOG.B
$504K ﹤0.01%
5,800
-300
-5% -$25.5K
ONTO icon
2946
Onto Innovation
ONTO
$20.3B
$504K ﹤0.01%
7,409
-9,800
-57% -$704K
SND icon
2947
Smart Sand
SND
$219M
$504K ﹤0.01%
281,661
+89,894
+47% +$170K
CWI icon
2948
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.87B
$500K ﹤0.01%
20,800
-26,300
-56% -$612K
DGRW icon
2949
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$495K ﹤0.01%
+8,200
New +$489K
XLRE icon
2950
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.71B
$495K ﹤0.01%
13,400
-34,500
-72% -$1.27M
116 117
118
119 120

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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.