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 | |
|---|---|---|---|---|---|---|
3026
iShares Core S&P Mid-Cap ETF
IJH
$128B
| $435K | ﹤0.01% |
+9,000
| New | +$435K |
|
3027
Invesco Financial Preferred ETF
PGF
$668M
| $433K | ﹤0.01% |
30,100
+12,302
| +69% | +$182K |
|
|
EDN
3028
Edenor
EDN
$1.02B
| $432K | ﹤0.01% |
+54,072
| New | +$381K |
|
3029
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
| $432K | ﹤0.01% |
5,100
+200
| +4% | +$17.1K |
|
3030
HNI Corp
HNI
$3.54B
| $432K | ﹤0.01% |
15,200
+2,600
| +21% | +$73.9K |
|
3031
Oppenheimer Holdings
OPY
$1.23B
| $432K | ﹤0.01% |
10,200
-26,700
| -72% | -$983K |
|
|
HLTH
3032
DELISTED
Cue Health Inc. Common Stock
HLTH
| $431K | ﹤0.01% |
208,100
+7,500
| +4% | +$23.7K |
|
|
DOMA
3033
DELISTED
Doma Holdings, Inc.
DOMA
| $431K | ﹤0.01% |
38,024
+276
| +0.7% | +$3.12K |
|
3034
Verrica Pharmaceuticals
VRCA
$85.9M
| $430K | ﹤0.01% |
15,637
-7,393
| -32% | -$197K |
|
3035
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.58B
| $428K | ﹤0.01% |
4,600
+2,100
| +84% | +$194K |
|
3036
Optical Cable Corp
OCC
$155M
| $427K | ﹤0.01% |
96,503
-8,600
| -8% | -$31.9K |
|
3037
Gold Royalty Corp
GROY
$727M
| $426K | ﹤0.01% |
182,920
+48,084
| +36% | +$120K |
|
|
OPTN
3038
DELISTED
OptiNose
OPTN
| $422K | ﹤0.01% |
15,220
-2,707
| -15% | -$103K |
|
3039
Vanguard S&P 500 ETF
VOO
$1.04T
| $422K | ﹤0.01% |
+1,200
| New | +$424K |
|
|
AEVA
3040
Aeva Technologies
AEVA
$1.65B
| $420K | ﹤0.01% |
61,800
+12,591
| +26% | +$110K |
|
3041
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.78B
| $420K | ﹤0.01% |
10,600
-55,700
| -84% | -$2.18M |
|
3042
Tenaya Therapeutics
TNYA
$163M
| $420K | ﹤0.01% |
209,079
+42,879
| +26% | +$105K |
|
3043
Q32 Bio
QTTB
$453M
| $420K | ﹤0.01% |
18,509
-2,552
| -12% | -$67.7K |
|
3044
Dimensional US Small Cap ETF
DFAS
$16B
| $419K | ﹤0.01% |
+8,200
| New | +$422K |
|
3045
Highway Holdings
HIHO
$5M
| $419K | ﹤0.01% |
199,315
-9,800
| -5% | -$21.3K |
|
3046
Addus HomeCare
ADUS
$2.16B
| $418K | ﹤0.01% |
+4,200
| New | +$439K |
|
3047
ClearPoint Neuro
CLPT
$471M
| $418K | ﹤0.01% |
+49,337
| New | +$468K |
|
3048
Emerson Radio
MSN
$7.91M
| $418K | ﹤0.01% |
788,288
-19,900
| -2% | -$11.2K |
|
3049
RAVE Restaurant Group
RAVE
$43.3M
| $418K | ﹤0.01% |
264,864
+21,064
| +9% | +$33.6K |
|
3050
Smith Micro Software
SMSI
$16.4M
| $418K | ﹤0.01% |
4,975
-1,735
| -26% | -$151K |
|
Similar funds
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.