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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
-4.35%
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
$70.7B
AUM Growth
-$13.8B
Cap. Flow
-$8.71B
Cap. Flow %
-12.32%
Top 10 Hldgs %
10.57%
Holding
4,619
New
441
Increased
1,316
Reduced
2,164
Closed
637

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$578M
2
MU icon
Micron Technology
MU
+$433M
3
AMD icon
Advanced Micro Devices
AMD
+$404M
4
AMZN icon
Amazon
AMZN
+$398M
5
ACN icon
Accenture
ACN
+$358M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$777M
2
META icon
Meta Platforms (Facebook)
META
+$752M
3
TSLA icon
Tesla
TSLA
+$627M
4
CVX icon
Chevron
CVX
+$528M
5
SHOP icon
Shopify
SHOP
+$439M

Sector Composition

Rank Sector Weight
1 Healthcare 19.46%
2 Technology 18.58%
3 Consumer Staples 10.15%
4 Consumer Discretionary 9.72%
5 Financials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MLNK
3326
DELISTED
MeridianLink
MLNK
$230K ﹤0.01%
+14,100
New +$246K
SPHQ icon
3327
Invesco S&P 500 Quality ETF
SPHQ
$20.1B
$230K ﹤0.01%
5,800
-12,100
-68% -$531K
CINC
3328
DELISTED
CinCor Pharma, Inc. Common Stock
CINC
$230K ﹤0.01%
+7,000
New +$198K
CZWI icon
3329
Citizens Community Bancorp
CZWI
$205M
$229K ﹤0.01%
18,815
-8,523
-31% -$110K
DFEM icon
3330
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.42B
$229K ﹤0.01%
+11,200
New +$257K
EBIX
3331
DELISTED
Ebix Inc
EBIX
$229K ﹤0.01%
+12,080
New +$266K
CORP icon
3332
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.58B
$228K ﹤0.01%
2,500
-500
-17% -$48.2K
HYEM icon
3333
VanEck Emerging Markets High Yield Bond ETF
HYEM
$527M
$228K ﹤0.01%
+13,539
New +$237K
WGS icon
3334
GeneDx Holdings
WGS
$2.35B
$228K ﹤0.01%
7,888
-21,828
-73% -$999K
CFBK icon
3335
CF Bankshares
CFBK
$236M
$227K ﹤0.01%
11,000
-3,400
-24% -$71K
FENG
3336
Phoenix New Media
FENG
$18M
$227K ﹤0.01%
48,131
-10,500
-18% -$51.7K
MJ icon
3337
Amplify Alternative Harvest ETF
MJ
$112M
$227K ﹤0.01%
+4,117
New +$285K
COGT icon
3338
Cogent Biosciences
COGT
$6.47B
$226K ﹤0.01%
15,168
-26,632
-64% -$365K
GAIA icon
3339
Gaia
GAIA
$35.9M
$226K ﹤0.01%
92,900
+2,200
+2% +$7.7K
PRG icon
3340
PROG Holdings
PRG
$1.71B
$226K ﹤0.01%
+15,056
New +$283K
REGL icon
3341
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.82B
$226K ﹤0.01%
+3,500
New +$246K
DOMH icon
3342
Dominari Holdings
DOMH
$64.7M
$225K ﹤0.01%
32,926
+2,200
+7% +$13.7K
DXR icon
3343
Daxor
DXR
$60.7M
$224K ﹤0.01%
16,921
-4,200
-20% -$56.1K
IVOO icon
3344
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.96B
$223K ﹤0.01%
3,000
+200
+7% +$16.4K
LL
3345
DELISTED
LL Flooring Holdings, Inc.
LL
$222K ﹤0.01%
32,000
+18,300
+134% +$164K
GTN.A icon
3346
Gray Media Inc
GTN.A
$221K ﹤0.01%
17,000
-2,100
-11% -$34.7K
FOA icon
3347
Finance of America Companies
FOA
$204M
$220K ﹤0.01%
14,860
+1,550
+12% +$24.5K
ASAP
3348
DELISTED
Waitr Holdings Inc. Common Stock
ASAP
$220K ﹤0.01%
75,250
+34,510
+85% +$188K
IBIO icon
3349
iBio
IBIO
$67.6M
$219K ﹤0.01%
2,576
+273
+12% +$37.6K
OVID icon
3350
Ovid Therapeutics
OVID
$519M
$219K ﹤0.01%
118,800
-5,000
-4% -$10.5K
132 133
134
135 136

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Jim Simons's Q3 2022 Portfolio in Review

As of Q3 2022, Jim Simons held 4,619 positions worth $70.7B, down 16% from $84.5B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons withdrew a net $8.71B in Q3 2022, closing 637 positions and reducing 2,164 holdings. Its most notable exit was Shopify, an estimated $439M position sold in full.

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

Against the trend, Jim Simons opened a new position in Alphabet (Google) Class A worth $498M.

  • Jim Simons's largest Q3 2022 buy was Alphabet (Google) Class A: 5,208,460 shares worth $498M.
  • Jim Simons added most to Advanced Micro Devices in Q3 2022, an estimated $404M increase.
  • Jim Simons's biggest Q3 2022 reduction was Apple, cutting an estimated $777M.
  • Jim Simons fully exited Shopify in Q3 2022, selling an estimated $439M.
  • Jim Simons's ten largest holdings make up 11% of its $70.7B portfolio in Q3 2022.
  • Jim Simons opened 441 new positions and closed 637 in Q3 2022.
  • Jim Simons's portfolio value fell 16% quarter-over-quarter to $70.7B.

Based on Renaissance Technologies's 13F filing for Q3 2022, filed 14 Nov 2022.