We are live on ! Find out more
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
INFI
3351
DELISTED
Infinity Pharmaceuticals, Inc.
INFI
$233K ﹤0.01%
419,600
-251,012
-37% -$214K
DNTH icon
3352
Dianthus Therapeutics
DNTH
$6.31B
$232K ﹤0.01%
36,745
+11,442
+45% +$203K
VTEX icon
3353
VTEX
VTEX
$623M
$232K ﹤0.01%
61,900
+32,600
+111% +$124K
SCHV
3354
Schwab US Large-Cap Value ETF
SCHV
$16.3B
$231K ﹤0.01%
10,500
-27,900
-73% -$604K
PCYO icon
3355
Pure Cycle
PCYO
$273M
$230K ﹤0.01%
21,900
-37,100
-63% -$347K
REGL icon
3356
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.82B
$229K ﹤0.01%
3,200
-300
-9% -$21.2K
RHP icon
3357
Ryman Hospitality Properties
RHP
$8B
$229K ﹤0.01%
+2,800
New +$240K
VTSI icon
3358
VirTra
VTSI
$35.4M
$229K ﹤0.01%
48,900
-14,200
-23% -$68.3K
CMLS
3359
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
$229K ﹤0.01%
36,900
-16,200
-31% -$116K
NOVN
3360
DELISTED
Novan, Inc. Common Stock
NOVN
$229K ﹤0.01%
156,674
-118,278
-43% -$139K
STSA
3361
DELISTED
Satsuma Pharmaceuticals, Inc. Common Stock
STSA
$229K ﹤0.01%
254,100
+244,100
+2,441% +$707K
MGYR icon
3362
Magyar Bancorp
MGYR
$126M
$227K ﹤0.01%
17,700
+4,343
+33% +$55.2K
RANI icon
3363
Rani Therapeutics
RANI
$89.7M
$227K ﹤0.01%
+38,400
New +$280K
BCEL
3364
DELISTED
Atreca, Inc. Class A Common Stock
BCEL
$227K ﹤0.01%
283,324
-122,553
-30% -$156K
GAIA icon
3365
Gaia
GAIA
$35.9M
$224K ﹤0.01%
93,946
+1,046
+1% +$2.59K
LVLU icon
3366
Lulu's Fashion Lounge
LVLU
$44.7M
$224K ﹤0.01%
5,947
+867
+17% +$58.4K
ALR
3367
DELISTED
AlerisLife Inc
ALR
$224K ﹤0.01%
406,600
-21,900
-5% -$18.2K
OVID icon
3368
Ovid Therapeutics
OVID
$521M
$223K ﹤0.01%
119,800
+1,000
+0.8% +$1.7K
VTYX
3369
DELISTED
Ventyx Biosciences
VTYX
$223K ﹤0.01%
6,800
+1,000
+17% +$29.6K
COCP icon
3370
Cocrystal Pharma
COCP
$15.2M
$222K ﹤0.01%
114,028
-19,674
-15% -$50.4K
IDEX
3371
DELISTED
Ideanomics, Inc. Common Stock
IDEX
$222K ﹤0.01%
10,844
+1,112
+11% +$32.3K
IYZ icon
3372
iShares US Telecommunications ETF
IYZ
$1.23B
$220K ﹤0.01%
+9,800
New +$219K
MLPX icon
3373
Global X MLP & Energy Infrastructure ETF
MLPX
$3.59B
$220K ﹤0.01%
+5,400
New +$222K
YQ
3374
17 Education & Technology Group
YQ
$24M
$220K ﹤0.01%
21,591
-560
-3% -$3.21K
GXC icon
3375
State Street SPDR S&P China ETF
GXC
$470M
$219K ﹤0.01%
+2,800
New +$203K
133 134
135
136 137

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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.