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 | |
|---|---|---|---|---|---|---|
3151
XBiotech
XBIT
$70.7M
| $356K | ﹤0.01% |
101,468
-54,000
| -35% | -$184K |
|
|
VTLE
3152
DELISTED
Vital Energy
VTLE
| $355K | ﹤0.01% |
6,900
-113,330
| -94% | -$7M |
|
3153
Midland States Bancorp
MSBI
$692M
| $354K | ﹤0.01% |
13,300
+500
| +4% | +$13.3K |
|
3154
First Trust Nasdaq Oil & Gas ETF
FTXN
$166M
| $352K | ﹤0.01% |
+12,600
| New | +$363K |
|
3155
Standard BioTools
LAB
$282M
| $351K | ﹤0.01% |
300,100
-44,000
| -13% | -$54.2K |
|
3156
LCI Industries
LCII
$2.56B
| $351K | ﹤0.01% |
3,800
-55,400
| -94% | -$5.44M |
|
3157
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.7B
| $351K | ﹤0.01% |
12,100
-107,300
| -90% | -$3.14M |
|
|
AFIB
3158
DELISTED
Acutus Medical Inc
AFIB
| $350K | ﹤0.01% |
304,500
-98,200
| -24% | -$81.1K |
|
|
AMYT
3159
DELISTED
Amryt Pharma plc American Depositary Shares
AMYT
| $350K | ﹤0.01% |
48,000
+300
| +0.6% | +$2.12K |
|
3160
Cheer Holding
CHR
$3.45M
| $349K | ﹤0.01% |
159
+138
| +657% | +$309K |
|
|
TRHC
3161
DELISTED
Tabula Rasa HealthCare, Inc. Common Stock
TRHC
| $349K | ﹤0.01% |
70,600
-115,800
| -62% | -$477K |
|
3162
Core Laboratories
CLB
$578M
| $345K | ﹤0.01% |
+17,000
| New | +$330K |
|
3163
Federal Signal
FSS
$7.73B
| $344K | ﹤0.01% |
+7,402
| New | +$340K |
|
3164
iShares Global Financials ETF
IXG
$702M
| $344K | ﹤0.01% |
4,900
-400
| -8% | -$27.3K |
|
3165
Mid Penn Bancorp
MPB
$974M
| $344K | ﹤0.01% |
+11,469
| New | +$369K |
|
3166
New Fortress Energy
NFE
$91.6M
| $344K | ﹤0.01% |
8,100
-216,200
| -96% | -$10.4M |
|
3167
Invesco S&P 500 Pure Value ETF
RPV
$1.75B
| $343K | ﹤0.01% |
4,400
-7,500
| -63% | -$585K |
|
3168
Dine Brands
DIN
$445M
| $342K | ﹤0.01% |
+5,300
| New | +$369K |
|
|
ZYXI
3169
DELISTED
Zynex
ZYXI
| $342K | ﹤0.01% |
24,562
+7,200
| +41% | +$87K |
|
3170
ProShares Short High Yield
SJB
$47.7M
| $340K | ﹤0.01% |
17,900
-69,000
| -79% | -$1.32M |
|
3171
Outfront Media
OUT
$5.31B
| $338K | ﹤0.01% |
+20,726
| New | +$350K |
|
3172
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.89B
| $337K | ﹤0.01% |
+5,200
| New | +$334K |
|
3173
GDS Holdings
GDS
$6.89B
| $336K | ﹤0.01% |
+16,300
| New | +$249K |
|
|
XYF
3174
X Financial
XYF
$208M
| $336K | ﹤0.01% |
111,175
-9,200
| -8% | -$20.4K |
|
|
YI
3175
111 Inc
YI
$33.4M
| $336K | ﹤0.01% |
11,135
| – | – |
|
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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.