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 | |
|---|---|---|---|---|---|---|
2951
WisdomTree US MidCap Dividend Fund
DON
$4.13B
| $494K | ﹤0.01% |
12,000
+100
| +0.8% | +$4.14K |
|
|
RJET
2952
Republic Airways Holdings
RJET
$952M
| $494K | ﹤0.01% |
21,534
-27,227
| -56% | -$556K |
|
|
ELP
2953
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
| $492K | ﹤0.01% |
85,475
-438,625
| -84% | -$2.44M |
|
2954
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.58B
| $491K | ﹤0.01% |
+23,900
| New | +$481K |
|
|
SCWX
2955
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
| $491K | ﹤0.01% |
76,840
-14,400
| -16% | -$102K |
|
2956
Vanguard Morningstar Growth ETF
VUG
$230B
| $490K | ﹤0.01% |
13,800
-22,800
| -62% | -$839K |
|
2957
Amerant Bancorp
AMTB
$1.14B
| $489K | ﹤0.01% |
18,235
+7,100
| +64% | +$199K |
|
|
PPBI
2958
DELISTED
Pacific Premier Bancorp
PPBI
| $489K | ﹤0.01% |
15,500
-152,428
| -91% | -$5.24M |
|
2959
Twin Disc
TWIN
$354M
| $489K | ﹤0.01% |
50,293
-5,000
| -9% | -$52.9K |
|
2960
Newegg Commerce
NEGG
$392M
| $488K | ﹤0.01% |
+18,621
| New | +$688K |
|
2961
Deluxe
DLX
$1.1B
| $487K | ﹤0.01% |
28,700
+12,900
| +82% | +$230K |
|
2962
MasterBrand
MBC
$1.86B
| $486K | ﹤0.01% |
+64,361
| New | +$527K |
|
|
NUVL
2963
DELISTED
Nuvalent
NUVL
| $485K | ﹤0.01% |
+16,300
| New | +$455K |
|
2964
iShares MSCI Intl Value Factor ETF
IVLU
$4.55B
| $484K | ﹤0.01% |
+20,900
| New | +$461K |
|
2965
McEwen Inc
MUX
$1.15B
| $482K | ﹤0.01% |
82,270
-32,949
| -29% | -$153K |
|
|
SGMA
2966
DELISTED
Sigmatron International
SGMA
| $482K | ﹤0.01% |
125,487
-8,800
| -7% | -$42.3K |
|
2967
Transcat
TRNS
$877M
| $482K | ﹤0.01% |
+6,800
| New | +$518K |
|
2968
Vera Therapeutics
VERA
$2.28B
| $482K | ﹤0.01% |
+24,900
| New | +$451K |
|
2969
Choiceone Financial
COFS
$514M
| $481K | ﹤0.01% |
16,600
-3,500
| -17% | -$82.1K |
|
2970
nLIGHT
LASR
$3.03B
| $481K | ﹤0.01% |
47,400
-53,600
| -53% | -$553K |
|
|
VTNR
2971
DELISTED
Vertex Energy, Inc
VTNR
| $481K | ﹤0.01% |
+77,500
| New | +$579K |
|
|
FFBW
2972
DELISTED
FFBW, Inc. Common Stock
FFBW
| $481K | ﹤0.01% |
41,426
-200
| -0.5% | -$2.36K |
|
|
LIAN
2973
DELISTED
LianBio American Depositary Shares
LIAN
| $477K | ﹤0.01% |
290,622
-24,378
| -8% | -$38K |
|
|
TSRI
2974
DELISTED
TSR Inc. New
TSRI
| $477K | ﹤0.01% |
68,750
-5,200
| -7% | -$38.4K |
|
2975
EuroDry
EDRY
$106M
| $476K | ﹤0.01% |
27,700
-3,500
| -11% | -$53.9K |
|
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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.