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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
-3.48%
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
$85.2B
AUM Growth
+$4.83B
Cap. Flow
+$8.98B
Cap. Flow %
10.54%
Top 10 Hldgs %
12.02%
Holding
4,686
New
822
Increased
1,556
Reduced
1,625
Closed
650

Top Buys

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$848M
2
TSLA icon
Tesla
TSLA
+$759M
3
HD icon
Home Depot
HD
+$653M
4
META icon
Meta Platforms (Facebook)
META
+$567M
5
WFC icon
Wells Fargo
WFC
+$421M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$786M
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$409M
3
MU icon
Micron Technology
MU
+$379M
4
T icon
AT&T
T
+$372M
5
MDT icon
Medtronic
MDT
+$370M

Sector Composition

Rank Sector Weight
1 Healthcare 19.03%
2 Technology 14.98%
3 Consumer Discretionary 11.43%
4 Consumer Staples 10.71%
5 Communication Services 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QUOT
3251
DELISTED
Quotient Technology Inc
QUOT
$458K ﹤0.01%
71,800
-130,143
-64% -$872K
PRFZ icon
3252
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.91B
$457K ﹤0.01%
+12,500
New +$454K
CHIQ icon
3253
Global X MSCI China Consumer Discretionary ETF
CHIQ
$120M
$454K ﹤0.01%
+22,900
New +$522K
MCRI icon
3254
Monarch Casino & Resort
MCRI
$2.23B
$454K ﹤0.01%
5,200
-23,400
-82% -$1.75M
DXYN
3255
DELISTED
Dixie Group Inc
DXYN
$454K ﹤0.01%
146,400
-71,800
-33% -$299K
AIM
3256
AIM ImmunoTech
AIM
$6.77M
$454K ﹤0.01%
4,285
-2,773
-39% -$239K
XTNT icon
3257
Xtant Medical Holdings
XTNT
$43.2M
$453K ﹤0.01%
666,200
-55,400
-8% -$36.3K
HALL
3258
DELISTED
Hallmark Financial Services, Inc.
HALL
$449K ﹤0.01%
12,361
+2,102
+20% +$85.9K
BSCM
3259
DELISTED
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
$444K ﹤0.01%
20,881
+469
+2% +$10K
AWX icon
3260
Avalon Holdings
AWX
$10.7M
$442K ﹤0.01%
134,810
-16,602
-11% -$57.2K
TYME
3261
DELISTED
Tyme Technologies, Inc. Common Stock
TYME
$441K ﹤0.01%
1,260,811
+889,453
+240% +$355K
FNDX icon
3262
Schwab Fundamental US Large Company Index ETF
FNDX
$27.6B
$439K ﹤0.01%
22,500
-36,000
-62% -$694K
LVLU icon
3263
Lulu's Fashion Lounge
LVLU
$45.3M
$438K ﹤0.01%
+4,307
New +$562K
MG icon
3264
Mistras Group
MG
$577M
$438K ﹤0.01%
66,300
+30,302
+84% +$206K
CNF
3265
CNFinance Holdings
CNF
$37.9M
$437K ﹤0.01%
13,580
-7,670
-36% -$277K
SEAC
3266
DELISTED
Seachange International Inc
SEAC
$437K ﹤0.01%
19,343
+16,893
+690% +$427K
BLPH
3267
DELISTED
Bellerophon Therapeutics, Inc.
BLPH
$437K ﹤0.01%
185,299
+6,400
+4% +$15.2K
FET icon
3268
Forum Energy Technologies
FET
$962M
$436K ﹤0.01%
19,043
-4,326
-19% -$88.4K
IZEA icon
3269
IZEA Worldwide
IZEA
$55.2M
$436K ﹤0.01%
65,650
-74,496
-53% -$349K
IBOC icon
3270
International Bancshares
IBOC
$4.56B
$435K ﹤0.01%
+10,300
New +$442K
IWO icon
3271
iShares Russell 2000 Growth ETF
IWO
$15.1B
$435K ﹤0.01%
+1,700
New +$435K
HNI icon
3272
HNI Corp
HNI
$3.52B
$433K ﹤0.01%
+11,700
New +$472K
MAXN
3273
DELISTED
Maxeon Solar Technologies
MAXN
$433K ﹤0.01%
+299
New +$344K
ERY icon
3274
Direxion Daily Energy Bear 2X ETF
ERY
$35.2M
$432K ﹤0.01%
8,120
+4,930
+155% +$345K
CLRO icon
3275
ClearOne Inc
CLRO
$14.3M
$431K ﹤0.01%
31,502
-11,275
-26% -$167K
129 130
131
132 133

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Jim Simons's Q1 2022 Portfolio in Review

As of Q1 2022, Jim Simons held 4,686 positions worth $85.2B, up 6% from $80.4B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons deployed $8.98B of net new capital in Q1 2022, opening 822 new positions and adding to 1,556 existing holdings. Its largest new stake was Advanced Micro Devices: 7,107,290 shares worth $777M.

By sector, the portfolio is most concentrated in Healthcare at 19% of assets, down from 20% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Berkshire Hathaway Class A, an estimated $409M trimmed.

  • Jim Simons's largest Q1 2022 buy was Advanced Micro Devices: 7,107,290 shares worth $777M.
  • Jim Simons added most to Tesla in Q1 2022, an estimated $759M increase.
  • Jim Simons's biggest Q1 2022 reduction was Berkshire Hathaway Class A, cutting an estimated $409M.
  • Jim Simons fully exited Microsoft in Q1 2022, selling an estimated $786M.
  • Jim Simons's ten largest holdings make up 12% of its $85.2B portfolio in Q1 2022.
  • Jim Simons opened 822 new positions and closed 650 in Q1 2022.
  • Jim Simons's portfolio value rose 6% quarter-over-quarter to $85.2B.

Based on Renaissance Technologies's 13F filing for Q1 2022, filed 13 May 2022.