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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
INDT
3301
DELISTED
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
$258K ﹤0.01%
4,070
-12,090
-75% -$688K
IEZ icon
3302
iShares US Oil Equipment & Services ETF
IEZ
$392M
$257K ﹤0.01%
+12,100
New +$239K
OPHC icon
3303
OptimumBank Holdings
OPHC
$117M
$257K ﹤0.01%
62,890
-6,110
-9% -$26.4K
FTH
3304
Faeth Therapeutics
FTH
$755M
$257K ﹤0.01%
8,628
-1,662
-16% -$48.9K
MTCR
3305
DELISTED
Metacrine, Inc. Common Stock
MTCR
$257K ﹤0.01%
574,636
-4,900
-0.8% -$2.03K
FSFG
3306
DELISTED
First Savings Financial Group
FSFG
$256K ﹤0.01%
12,800
-1,300
-9% -$28.9K
SPB icon
3307
Spectrum Brands
SPB
$2.06B
$256K ﹤0.01%
4,200
-54,884
-93% -$2.77M
EVO icon
3308
Evotec
EVO
$697M
$255K ﹤0.01%
31,509
+17,810
+130% +$156K
SFT
3309
DELISTED
Shift Technologies, Inc. Class A Common Stock
SFT
$255K ﹤0.01%
171,214
+94,394
+123% +$358K
FYX icon
3310
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.42B
$253K ﹤0.01%
+3,230
New +$257K
HAE icon
3311
Haemonetics
HAE
$4.14B
$252K ﹤0.01%
+3,200
New +$257K
PLBC icon
3312
Plumas Bancorp
PLBC
$443M
$252K ﹤0.01%
+6,800
New +$228K
RVP icon
3313
Retractable Technologies
RVP
$20.7M
$252K ﹤0.01%
153,564
-6,647
-4% -$14.1K
DJCO icon
3314
Daily Journal
DJCO
$836M
$251K ﹤0.01%
1,000
+100
+11% +$27K
SEVN
3315
Seven Hills Realty Trust
SEVN
$176M
$251K ﹤0.01%
+27,645
New +$258K
LTCH
3316
DELISTED
Latch, Inc. Common Stock
LTCH
$251K ﹤0.01%
353,300
+45,200
+15% +$41.4K
AOM icon
3317
iShares Core Moderate Allocation ETF
AOM
$1.78B
$250K ﹤0.01%
6,573
-686
-9% -$26K
OZ icon
3318
Belpointe PREP
OZ
$190M
$250K ﹤0.01%
+2,500
New +$237K
UBX
3319
DELISTED
Unity Biotechnology
UBX
$250K ﹤0.01%
91,171
-67,066
-42% -$195K
CFBK icon
3320
CF Bankshares
CFBK
$234M
$248K ﹤0.01%
11,704
+704
+6% +$15.8K
HEXO
3321
DELISTED
HEXO Corp. Common Shares
HEXO
$247K ﹤0.01%
244,313
+86,034
+54% +$193K
SNCR
3322
DELISTED
Synchronoss Technologies
SNCR
$246K ﹤0.01%
44,159
-422
-0.9% -$3.48K
EHC icon
3323
Encompass Health
EHC
$12.2B
$245K ﹤0.01%
4,100
-316,800
-99% -$17.2M
BLIN icon
3324
Bridgeline Digital
BLIN
$12.6M
$244K ﹤0.01%
232,759
-32,191
-12% -$42.1K
REMX icon
3325
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.31B
$244K ﹤0.01%
+3,200
New +$280K
131 132
133
134 135

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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.