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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
LCUT icon
2976
Lifetime Brands
LCUT
$226M
$475K ﹤0.01%
62,600
-5,900
-9% -$45.5K
XSOE icon
2977
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.12B
$475K ﹤0.01%
+17,800
New +$462K
ELSE
2978
DELISTED
Electro-Sensors
ELSE
$473K ﹤0.01%
104,600
-11,100
-10% -$52.8K
GROV icon
2979
Grove Collaborative
GROV
$44M
$473K ﹤0.01%
+236,900
New +$1.21M
ELS icon
2980
Equity Lifestyle Properties
ELS
$12.7B
$472K ﹤0.01%
7,300
-77,964
-91% -$4.94M
HQI icon
2981
HireQuest
HQI
$234M
$472K ﹤0.01%
29,843
-2,557
-8% -$40.4K
GVI icon
2982
iShares Intermediate Government/Credit Bond ETF
GVI
$3.8B
$471K ﹤0.01%
+4,600
New +$470K
IEI icon
2983
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$471K ﹤0.01%
+4,100
New +$470K
TNXP icon
2984
Tonix Pharmaceuticals
TNXP
$218M
$471K ﹤0.01%
60
-34
-36% -$293K
AVDV icon
2985
Avantis International Small Cap Value ETF
AVDV
$20B
$470K ﹤0.01%
8,500
+100
+1% +$5.29K
HYPD
2986
Hyperion DeFi Inc
HYPD
$41.2M
$470K ﹤0.01%
3,606
+305
+9% +$48.1K
KINS icon
2987
Kingstone Companies
KINS
$285M
$469K ﹤0.01%
347,489
-21,300
-6% -$37.7K
TAYD icon
2988
Taylor Devices
TAYD
$178M
$469K ﹤0.01%
33,062
-1,900
-5% -$23.1K
SUNW
2989
DELISTED
Sunworks, Inc.
SUNW
$469K ﹤0.01%
297,000
+264,772
+822% +$594K
IVOL icon
2990
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$271M
$468K ﹤0.01%
20,700
-55,900
-73% -$1.26M
XPL icon
2991
Solitario Resources
XPL
$75.7M
$468K ﹤0.01%
754,471
-42,479
-5% -$24K
XLY icon
2992
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.5B
$465K ﹤0.01%
7,200
-91,800
-93% -$6.4M
CRCT icon
2993
Cricut
CRCT
$1.21B
$464K ﹤0.01%
50,100
-9,300
-16% -$85.9K
UNB icon
2994
Union Bankshares
UNB
$122M
$464K ﹤0.01%
19,332
-5,100
-21% -$123K
RPC
2995
Ridgepost Capital
RPC
$956M
$463K ﹤0.01%
43,400
-19,800
-31% -$205K
BSBK icon
2996
Bogota Financial
BSBK
$113M
$461K ﹤0.01%
41,200
+11,786
+40% +$133K
LXFR icon
2997
Luxfer Holdings
LXFR
$457M
$461K ﹤0.01%
33,600
+9,800
+41% +$143K
VYMI icon
2998
Vanguard International High Dividend Yield ETF
VYMI
$21.3B
$459K ﹤0.01%
7,700
-900
-10% -$51.6K
LX
2999
LexinFintech Holdings
LX
$224M
$457K ﹤0.01%
240,500
-100
-0% -$167
PRTK
3000
DELISTED
Paratek Pharmaceuticals, Inc.
PRTK
$455K ﹤0.01%
243,524
+14,700
+6% +$36.6K
118 119
120
121 122

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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.