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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
TKNO icon
3126
Alpha Teknova
TKNO
$385M
$367K ﹤0.01%
65,100
+32,800
+102% +$146K
JT
3127
DELISTED
Jianpu Technology Inc. American Depositary Shares, each representing twenty Class A Ordinary Shares
JT
$367K ﹤0.01%
230,569
-14,600
-6% -$23.6K
NEUE
3128
DELISTED
NeueHealth
NEUE
$365K ﹤0.01%
7,024
+3,581
+104% +$260K
DOGZ icon
3129
Dogness International Corp
DOGZ
$17.3M
$364K ﹤0.01%
18,556
+216
+1% +$4.26K
PMTS icon
3130
CPI Card Group
PMTS
$326M
$364K ﹤0.01%
+10,100
New +$246K
ATYR
3131
aTyr Pharma
ATYR
$56M
$364K ﹤0.01%
166,076
-21,449
-11% -$50.6K
SRTA
3132
Strata Critical Medical Inc
SRTA
$523M
$363K ﹤0.01%
101,383
+53,783
+113% +$230K
EIGR
3133
DELISTED
Eiger BioPharmaceuticals, Inc.
EIGR
$363K ﹤0.01%
+10,243
New +$1.23M
BFC icon
3134
Bank First Corp
BFC
$1.75B
$362K ﹤0.01%
3,900
+200
+5% +$17.8K
BLFY
3135
DELISTED
Blue Foundry Bancorp
BLFY
$362K ﹤0.01%
28,200
+2,600
+10% +$32.2K
CHCO icon
3136
City Holding Co
CHCO
$2.08B
$362K ﹤0.01%
+3,888
New +$374K
TEAD
3137
Teads Holding Co
TEAD
$65.4M
$362K ﹤0.01%
99,900
-20,200
-17% -$79.1K
CIFR icon
3138
Cipher Digital
CIFR
$7.41B
$361K ﹤0.01%
645,200
+610,100
+1,738% +$531K
VBK icon
3139
Vanguard Morningstar Small-Cap Growth ETF
VBK
$25B
$361K ﹤0.01%
1,800
-300
-14% -$61.4K
CDC icon
3140
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$754M
$360K ﹤0.01%
+5,800
New +$362K
CIBR icon
3141
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.7B
$360K ﹤0.01%
9,300
-12,800
-58% -$508K
FNDA icon
3142
Schwab Fundamental US Small Company Index ETF
FNDA
$9.44B
$360K ﹤0.01%
15,400
-32,400
-68% -$762K
GDXJ icon
3143
VanEck Junior Gold Miners ETF
GDXJ
$8.46B
$360K ﹤0.01%
10,100
-50,100
-83% -$1.65M
PNQI icon
3144
Invesco NASDAQ Internet ETF
PNQI
$543M
$359K ﹤0.01%
16,000
-5,500
-26% -$127K
WF icon
3145
Woori Financial
WF
$17.3B
$359K ﹤0.01%
13,031
-15,669
-55% -$418K
XLG icon
3146
Invesco S&P 500 Top 50 ETF
XLG
$11B
$359K ﹤0.01%
+13,000
New +$367K
CIZN
3147
DELISTED
Citizens Holding Co.
CIZN
$359K ﹤0.01%
26,235
+600
+2% +$8.49K
IGIC icon
3148
International General Insurance
IGIC
$1.16B
$357K ﹤0.01%
+44,600
New +$345K
GCBC icon
3149
Greene County Bancorp
GCBC
$595M
$356K ﹤0.01%
12,400
-600
-5% -$20K
SLYV icon
3150
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.12B
$356K ﹤0.01%
4,800
-1,600
-25% -$120K
124 125
126
127 128

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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.