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 | 20.81% |
| 2 | Technology | 15.51% |
| 3 | Consumer Discretionary | 11.84% |
| 4 | Consumer Staples | 10.09% |
| 5 | Financials | 9.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Otis Worldwide
OTIS
$27.8B
| $55.9M | 0.08% |
713,600
-733,900
| -51% | -$54.2M |
|
302
Service Corp International
SCI
$11.3B
| $55.5M | 0.08% |
803,200
+471,600
| +142% | +$31.4M |
|
303
McKesson
MCK
$105B
| $55.4M | 0.08% |
+147,732
| New | +$55.1M |
|
304
W.R. Berkley
WRB
$26B
| $55.4M | 0.08% |
1,144,185
-26,637
| -2% | -$1.28M |
|
305
MetLife
MET
$61.2B
| $55.3M | 0.08% |
+764,100
| New | +$54.7M |
|
306
Pfizer
PFE
$150B
| $54.9M | 0.08% |
1,071,441
-918,600
| -46% | -$44M |
|
307
Cintas
CTAS
$81.5B
| $54.9M | 0.08% |
485,872
-463,200
| -49% | -$50.1M |
|
308
AvalonBay Communities
AVB
$25.9B
| $54.8M | 0.08% |
339,514
+260,700
| +331% | +$44.4M |
|
309
AbbVie
ABBV
$440B
| $54.8M | 0.07% |
338,796
-26,606
| -7% | -$4.08M |
|
310
Ironwood Pharmaceuticals
IRWD
$711M
| $54.2M | 0.07% |
4,374,153
-999,000
| -19% | -$11.3M |
|
311
Progress Software
PRGS
$1.75B
| $54.2M | 0.07% |
1,073,370
-87,100
| -8% | -$4.34M |
|
312
RELX
RELX
$60.1B
| $54.1M | 0.07% |
1,952,800
-130,700
| -6% | -$3.52M |
|
313
CarMax
KMX
$8.15B
| $54M | 0.07% |
887,400
+753,500
| +563% | +$48.4M |
|
314
Logitech
LOGI
$14.7B
| $54M | 0.07% |
867,621
-113,642
| -12% | -$6.22M |
|
315
Brady Corp
BRC
$4.47B
| $53.8M | 0.07% |
1,141,840
-116,800
| -9% | -$5.35M |
|
316
SM Energy
SM
$7.75B
| $53.6M | 0.07% |
1,537,600
+12,700
| +0.8% | +$528K |
|
317
Advanced Drainage Systems
WMS
$10.7B
| $53.4M | 0.07% |
651,337
+226,700
| +53% | +$23M |
|
318
Casella Waste Systems
CWST
$5.9B
| $53.4M | 0.07% |
673,101
-13,858
| -2% | -$1.11M |
|
319
Watsco Inc
WSO
$13.1B
| $53.2M | 0.07% |
213,400
+45,900
| +27% | +$12.1M |
|
|
SJR
320
DELISTED
Shaw Communications Inc.
SJR
| $52.9M | 0.07% |
1,838,200
-120,800
| -6% | -$3.17M |
|
321
Cable One
CABO
$188M
| $52.7M | 0.07% |
74,000
-6,900
| -9% | -$5.14M |
|
322
Canadian Natural Resources
CNQ
$98.4B
| $52.2M | 0.07% |
1,880,200
+1,410,000
| +300% | +$40.3M |
|
323
Alphabet (Google) Class C
GOOG
$4.19T
| $52.2M | 0.07% |
588,098
-1,141,402
| -66% | -$109M |
|
324
Sempra
SRE
$56.3B
| $51.9M | 0.07% |
672,000
+156,600
| +30% | +$12.1M |
|
325
S&P Global
SPGI
$120B
| $51.9M | 0.07% |
+154,922
| New | +$51.1M |
|
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.