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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
TDIV icon
3351
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.47B
$219K ﹤0.01%
5,000
-3,500
-41% -$178K
ASLN
3352
DELISTED
ASLAN Pharmaceuticals Limited American Depositary Shares
ASLN
$219K ﹤0.01%
9,145
-2,752
-23% -$71K
AUBN icon
3353
Auburn National Bancorp
AUBN
$92.8M
$217K ﹤0.01%
9,441
+200
+2% +$5.29K
GOCO
3354
DELISTED
GoHealth
GOCO
$214K ﹤0.01%
40,224
-80,203
-67% -$604K
ZOM
3355
DELISTED
Zomedica Corp.
ZOM
$214K ﹤0.01%
1,015,500
-1,492,000
-60% -$395K
BLPH
3356
DELISTED
Bellerophon Therapeutics, Inc.
BLPH
$214K ﹤0.01%
196,191
-13,208
-6% -$17.3K
MGC icon
3357
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$212K ﹤0.01%
+1,700
New +$236K
ML
3358
DELISTED
MoneyLion Inc.
ML
$212K ﹤0.01%
7,920
+3,290
+71% +$151K
SIF icon
3359
SIFCO Industries
SIF
$124M
$211K ﹤0.01%
68,634
-20,500
-23% -$67.1K
FSBC icon
3360
Five Star Bancorp
FSBC
$1.16B
$210K ﹤0.01%
7,400
-400
-5% -$10.5K
NMRK icon
3361
Newmark Group
NMRK
$2.68B
$210K ﹤0.01%
26,000
-9,700
-27% -$100K
OCG icon
3362
Oriental Culture Holding
OCG
$3.24M
$209K ﹤0.01%
75
+34
+83% +$227K
CVT
3363
DELISTED
Cvent Holding Corp. Common Stock
CVT
$209K ﹤0.01%
39,800
-4,700
-11% -$26.7K
APVO icon
3364
Aptevo Therapeutics
APVO
$5.16M
– –
0
– –
CARV
3365
DELISTED
Carver Bancorp
CARV
$208K ﹤0.01%
51,887
-4,030
-7% -$21.8K
CCM
3366
Concord Medical Services
CCM
$20.8M
$208K ﹤0.01%
11,260
-1,690
-13% -$32.4K
FXL icon
3367
First Trust Technology AlphaDEX Fund
FXL
$2.89B
$208K ﹤0.01%
2,400
-2,500
-51% -$247K
IMBI
3368
DELISTED
iMedia Brands, Inc. Class A Common Stock
IMBI
$208K ﹤0.01%
325,348
-24,600
-7% -$29.1K
ABEO icon
3369
Abeona Therapeutics
ABEO
$361M
$207K ﹤0.01%
68,137
-27,790
-29% -$115K
YARW
3370
Yarrow Bioscience, Inc. Common Stock
YARW
$114M
$207K ﹤0.01%
1,032
-12
-1% -$3.84K
EXTN
3371
DELISTED
Exterran Corporation
EXTN
$207K ﹤0.01%
49,800
-28,300
-36% -$123K
SEEL
3372
DELISTED
Seelos Therapeutics, Inc. Common Stock
SEEL
$206K ﹤0.01%
52
-249
-83% -$979K
HWBK icon
3373
Hawthorn Bancshares
HWBK
$276M
$205K ﹤0.01%
9,730
-4,992
-34% -$119K
NEXT icon
3374
NextDecade
NEXT
$1.8B
$205K ﹤0.01%
+34,073
New +$227K
SILC icon
3375
Silicom
SILC
$268M
$205K ﹤0.01%
5,800
-500
-8% -$19.2K
133 134
135
136 137

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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.