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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
FPAY
3401
DELISTED
FlexShopper
FPAY
$208K ﹤0.01%
224,461
-63,319
-22% -$83.2K
VTRU
3402
DELISTED
Vitru Limited Common Shares
VTRU
$207K ﹤0.01%
+9,210
New +$198K
CYAN
3403
DELISTED
Cyanotech Corp
CYAN
$207K ﹤0.01%
188,409
-10,670
-5% -$16.5K
AUBN icon
3404
Auburn National Bancorp
AUBN
$91.6M
$206K ﹤0.01%
8,941
-500
-5% -$11.6K
ADV icon
3405
Advantage Solutions
ADV
$426M
$205K ﹤0.01%
3,944
+204
+5% +$12.8K
AMAL icon
3406
Amalgamated Financial
AMAL
$1.53B
$205K ﹤0.01%
+8,900
New +$216K
ANIX icon
3407
Anixa Biosciences
ANIX
$108M
$204K ﹤0.01%
47,900
-9,300
-16% -$44.7K
LTPZ icon
3408
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$742M
$204K ﹤0.01%
3,500
-2,900
-45% -$170K
UGI icon
3409
UGI
UGI
$7.6B
$204K ﹤0.01%
5,500
-38,083
-87% -$1.38M
VIOV icon
3410
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.92B
$204K ﹤0.01%
2,600
-1,000
-28% -$79.7K
XAIR icon
3411
Beyond Air
XAIR
$6.04M
$204K ﹤0.01%
+79
New +$202K
VIRX
3412
DELISTED
Viracta Therapeutics, Inc. Common Stock
VIRX
$204K ﹤0.01%
139,787
+43,888
+46% +$128K
AEI icon
3413
Alset
AEI
$46.3M
$203K ﹤0.01%
88,166
-3,985
-4% -$15.5K
BGRY
3414
DELISTED
Berkshire Grey, Inc. Class A Common Stock
BGRY
$203K ﹤0.01%
336,200
+217,900
+184% +$243K
BLND icon
3415
Blend Labs
BLND
$355M
$202K ﹤0.01%
+140,100
New +$251K
CMCL icon
3416
Caledonia Mining Corp
CMCL
$438M
$202K ﹤0.01%
+16,310
New +$180K
DUHP icon
3417
Dimensional US High Profitability ETF
DUHP
$12.8B
$201K ﹤0.01%
+8,388
New +$199K
NCSM icon
3418
NCS Multistage Holdings
NCSM
$131M
$201K ﹤0.01%
+8,026
New +$216K
TCON
3419
DELISTED
TRACON Pharmaceuticals, Inc. Common Stock
TCON
$201K ﹤0.01%
6,752
+3,357
+99% +$102K
ACHR icon
3420
Archer Aviation
ACHR
$5.3B
$200K ﹤0.01%
+106,900
New +$264K
SVRN
3421
OceanPal Inc
SVRN
$12.5M
$200K ﹤0.01%
+18
New +$395K
IMBI
3422
DELISTED
iMedia Brands, Inc. Class A Common Stock
IMBI
$200K ﹤0.01%
312,748
-12,600
-4% -$6.86K
RCON icon
3423
Recon Technology
RCON
$2.25M
$199K ﹤0.01%
8,756
+339
+4% +$6.01K
BODI icon
3424
The Beachbody Company
BODI
$49.9M
$199K ﹤0.01%
7,560
+816
+12% +$35.4K
CLEU
3425
DELISTED
China Liberal Education Holdings
CLEU
$198K ﹤0.01%
11
+6
+120% +$119K
135 136
137
138 139

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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.