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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
-4.35%
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
$70.7B
AUM Growth
-$13.8B
Cap. Flow
-$8.71B
Cap. Flow %
-12.32%
Top 10 Hldgs %
10.57%
Holding
4,619
New
441
Increased
1,316
Reduced
2,164
Closed
637

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$578M
2
MU icon
Micron Technology
MU
+$433M
3
AMD icon
Advanced Micro Devices
AMD
+$404M
4
AMZN icon
Amazon
AMZN
+$398M
5
ACN icon
Accenture
ACN
+$358M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$777M
2
META icon
Meta Platforms (Facebook)
META
+$752M
3
TSLA icon
Tesla
TSLA
+$627M
4
CVX icon
Chevron
CVX
+$528M
5
SHOP icon
Shopify
SHOP
+$439M

Sector Composition

Rank Sector Weight
1 Healthcare 19.46%
2 Technology 18.58%
3 Consumer Staples 10.15%
4 Consumer Discretionary 9.72%
5 Financials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITOT icon
3051
iShares Core S&P Total US Stock Market ETF
ITOT
$98.3B
$406K ﹤0.01%
+5,100
New +$451K
SIL icon
3052
Global X Silver Miners ETF NEW
SIL
$4.79B
$405K ﹤0.01%
+16,800
New +$413K
RETL icon
3053
Direxion Daily Retail Bull 3X ETF
RETL
$27.4M
$403K ﹤0.01%
65,626
-4,174
-6% -$39.5K
CORZ
3054
DELISTED
Core Scientific, Inc. Common Stock
CORZ
$402K ﹤0.01%
+309,488
New +$658K
PULM icon
3055
Pulmatrix
PULM
$5.7M
$401K ﹤0.01%
112,220
-9,700
-8% -$43.2K
CGRN
3056
DELISTED
Capstone Green Energy Corporation Common Stock
CGRN
$401K ﹤0.01%
226,341
-1,700
-0.7% -$3.93K
SMHI icon
3057
SEACOR Marine Holdings
SMHI
$264M
$400K ﹤0.01%
71,100
-3,400
-5% -$21.3K
AVDV icon
3058
Avantis International Small Cap Value ETF
AVDV
$20B
$399K ﹤0.01%
8,400
+100
+1% +$5.3K
ASYS icon
3059
Amtech Systems
ASYS
$283M
$398K ﹤0.01%
46,796
+11,600
+33% +$107K
OUST icon
3060
Ouster
OUST
$3.46B
$398K ﹤0.01%
41,276
+38,245
+1,262% +$588K
JT
3061
DELISTED
Jianpu Technology Inc. American Depositary Shares, each representing twenty Class A Ordinary Shares
JT
$397K ﹤0.01%
245,169
-20,200
-8% -$36.3K
XPL icon
3062
Solitario Resources
XPL
$74.8M
$394K ﹤0.01%
796,950
-54,268
-6% -$29.5K
CIZN
3063
DELISTED
Citizens Holding Co.
CIZN
$392K ﹤0.01%
25,635
-3,200
-11% -$55K
BFST icon
3064
Business First Bancshares
BFST
$1.04B
$391K ﹤0.01%
18,183
-10,517
-37% -$240K
MAX icon
3065
MediaAlpha
MAX
$819M
$391K ﹤0.01%
44,700
+4,300
+11% +$41.9K
RGA icon
3066
Reinsurance Group of America
RGA
$16.3B
$390K ﹤0.01%
+3,100
New +$381K
THD icon
3067
iShares MSCI Thailand ETF
THD
$353M
$390K ﹤0.01%
+6,000
New +$412K
ESGU icon
3068
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
$389K ﹤0.01%
4,900
-5,500
-53% -$487K
FET icon
3069
Forum Energy Technologies
FET
$961M
$389K ﹤0.01%
18,300
-400
-2% -$9.13K
VAPO
3070
DELISTED
Vapotherm, Inc. Common Stock
VAPO
$388K ﹤0.01%
30,924
+713
+2% +$11.1K
SHCR
3071
DELISTED
Sharecare, Inc. Class A Common Stock
SHCR
$387K ﹤0.01%
203,900
+181,600
+814% +$318K
AIZ icon
3072
Assurant
AIZ
$13.9B
$386K ﹤0.01%
2,660
-97,040
-97% -$15.8M
QQEW icon
3073
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.87B
$385K ﹤0.01%
4,600
-400
-8% -$37.3K
EWG icon
3074
iShares MSCI Germany ETF
EWG
$1.68B
$383K ﹤0.01%
+19,400
New +$433K
HEXO
3075
DELISTED
HEXO Corp. Common Shares
HEXO
$383K ﹤0.01%
158,279
-112,376
-42% -$320K
121 122
123
124 125

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Jim Simons's Q3 2022 Portfolio in Review

As of Q3 2022, Jim Simons held 4,619 positions worth $70.7B, down 16% from $84.5B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons withdrew a net $8.71B in Q3 2022, closing 637 positions and reducing 2,164 holdings. Its most notable exit was Shopify, an estimated $439M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 19% of assets, down from 19% a quarter earlier, followed by Technology and Consumer Staples.

Against the trend, Jim Simons opened a new position in Alphabet (Google) Class A worth $498M.

  • Jim Simons's largest Q3 2022 buy was Alphabet (Google) Class A: 5,208,460 shares worth $498M.
  • Jim Simons added most to Advanced Micro Devices in Q3 2022, an estimated $404M increase.
  • Jim Simons's biggest Q3 2022 reduction was Apple, cutting an estimated $777M.
  • Jim Simons fully exited Shopify in Q3 2022, selling an estimated $439M.
  • Jim Simons's ten largest holdings make up 11% of its $70.7B portfolio in Q3 2022.
  • Jim Simons opened 441 new positions and closed 637 in Q3 2022.
  • Jim Simons's portfolio value fell 16% quarter-over-quarter to $70.7B.

Based on Renaissance Technologies's 13F filing for Q3 2022, filed 14 Nov 2022.