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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
IYC icon
3226
iShares US Consumer Discretionary ETF
IYC
$1.22B
$296K ﹤0.01%
+5,200
New +$311K
RWR icon
3227
State Street SPDR Dow Jones REIT ETF
RWR
$1.89B
$296K ﹤0.01%
3,400
-4,100
-55% -$359K
GDYN icon
3228
Grid Dynamics Holdings
GDYN
$619M
$294K ﹤0.01%
26,200
-61,300
-70% -$795K
BRLT icon
3229
Brilliant Earth
BRLT
$22.1M
$292K ﹤0.01%
67,800
+8,300
+14% +$49.7K
MNOV icon
3230
MediciNova
MNOV
$64.5M
$292K ﹤0.01%
142,300
-7,500
-5% -$16.6K
TAN icon
3231
Invesco Solar ETF
TAN
$1.37B
$292K ﹤0.01%
+4,000
New +$301K
BHIL
3232
DELISTED
Benson Hill, Inc.
BHIL
$292K ﹤0.01%
+3,274
New +$321K
IDEV icon
3233
iShares Core MSCI International Developed Markets ETF
IDEV
$32.7B
$291K ﹤0.01%
+5,200
New +$279K
IWC icon
3234
iShares Micro-Cap ETF
IWC
$1.51B
$291K ﹤0.01%
2,700
+100
+4% +$10.9K
ISEE
3235
DELISTED
IVERIC bio, Inc. Common Stock
ISEE
$291K ﹤0.01%
+13,600
New +$290K
LSEA
3236
DELISTED
Landsea Homes
LSEA
$290K ﹤0.01%
55,700
+16,310
+41% +$85K
GBLI icon
3237
Global Indemnity Group
GBLI
$409M
$289K ﹤0.01%
12,414
-14,198
-53% -$330K
USDU icon
3238
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$456M
$289K ﹤0.01%
+11,075
New +$316K
WCLD
3239
WisdomTree Cloud Computing Fund
WCLD
$311M
$288K ﹤0.01%
11,500
-4,200
-27% -$108K
MVST icon
3240
Microvast
MVST
$327M
$287K ﹤0.01%
+187,660
New +$383K
NOG icon
3241
Northern Oil and Gas
NOG
$2.6B
$287K ﹤0.01%
9,300
+300
+3% +$10.1K
SISI
3242
DELISTED
Shineco
SISI
$286K ﹤0.01%
10
-1
-9% -$15.3K
PRFZ icon
3243
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.92B
$285K ﹤0.01%
9,000
-13,000
-59% -$416K
ECH icon
3244
iShares MSCI Chile ETF
ECH
$1.04B
$284K ﹤0.01%
10,500
-26,700
-72% -$686K
DFIV icon
3245
Dimensional International Value ETF
DFIV
$21.8B
$283K ﹤0.01%
+9,300
New +$270K
IJS icon
3246
iShares S&P Small-Cap 600 Value ETF
IJS
$8.45B
$283K ﹤0.01%
3,100
-1,400
-31% -$129K
DYNT
3247
DELISTED
Dynatronics Corp
DYNT
$283K ﹤0.01%
145,193
-5,460
-4% -$12.3K
HEFA icon
3248
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.78B
$282K ﹤0.01%
10,450
-6,650
-39% -$204K
QEFA icon
3249
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.08B
$282K ﹤0.01%
+4,400
New +$271K
APTO
3250
DELISTED
Aptose Biosciences, Inc.
APTO
$282K ﹤0.01%
1,082
-22
-2% -$5.91K
128 129
130
131 132

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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.