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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
ZEPP
3526
Zepp Health
ZEPP
$78.6M
$144K ﹤0.01%
24,875
-650
-3% -$3.48K
WHLR
3527
Wheeler Real Estate Investment Trust
WHLR
$383K
– –
0
– –
EXAI
3528
DELISTED
Exscientia Plc American Depositary Shares
EXAI
$143K ﹤0.01%
+26,800
New +$169K
EVCM icon
3529
EverCommerce
EVCM
$1.76B
$141K ﹤0.01%
18,900
-80,500
-81% -$615K
RSSS icon
3530
Research Solutions
RSSS
$74.6M
$141K ﹤0.01%
73,435
+15,735
+27% +$32.1K
INTR icon
3531
Inter&Co
INTR
$2.3B
$140K ﹤0.01%
+66,981
New +$170K
AURA icon
3532
Aura Biosciences
AURA
$802M
$138K ﹤0.01%
+13,100
New +$167K
HHR
3533
DELISTED
HeadHunter Group PLC American Depositary Shares
HHR
$138K ﹤0.01%
92,100
– –
EWCZ
3534
DELISTED
European Wax Center
EWCZ
$137K ﹤0.01%
11,000
-33,427
-75% -$481K
RAAS
3535
DELISTED
Cloopen Group Holding Limited American Depositary Shares (each representing six (6) Class A Ordinary Shares)
RAAS
$137K ﹤0.01%
64,660
-94,891
-59% -$249K
CENN icon
3536
Cenntro
CENN
$8.53M
$136K ﹤0.01%
+513
New +$233K
NXE icon
3537
NexGen Energy
NXE
$6.97B
$136K ﹤0.01%
+30,800
New +$128K
BBGI icon
3538
Beasley Broadcasting Group
BBGI
$39.3M
$135K ﹤0.01%
7,323
-2,018
-22% -$41.2K
VISN
3539
Vistance Networks Inc
VISN
$2.62B
$135K ﹤0.01%
+18,300
New +$177K
VGZ icon
3540
Vista Gold
VGZ
$339M
$135K ﹤0.01%
272,415
+106,874
+65% +$58.3K
SIF icon
3541
SIFCO Industries
SIF
$124M
$134K ﹤0.01%
62,234
-6,400
-9% -$18.2K
STG
3542
Sunlands Technology
STG
$44.1M
$134K ﹤0.01%
+18,425
New +$92.1K
SALM
3543
DELISTED
Salem Media Group, Inc. Class A Common Stock
SALM
$134K ﹤0.01%
127,301
-16,099
-11% -$23.7K
ATTO
3544
DELISTED
Atento S.A.
ATTO
$134K ﹤0.01%
31,612
– –
TSAT icon
3545
Telesat
TSAT
$934M
$133K ﹤0.01%
17,700
-13,500
-43% -$105K
BDSX icon
3546
Biodesix
BDSX
$251M
$131K ﹤0.01%
2,840
-5
-0.2% -$136
FGNX
3547
FG Nexus Inc
FGNX
$40.2M
$131K ﹤0.01%
367
-36
-9% -$10.1K
VOC icon
3548
VOC Energy
VOC
$55.8M
$131K ﹤0.01%
+12,600
New +$110K
ABSI icon
3549
Absci
ABSI
$1.62B
$130K ﹤0.01%
+61,907
New +$169K
BEDU
3550
DELISTED
Bright Scholar Education Holdings
BEDU
$130K ﹤0.01%
53,725
-12,074
-18% -$32.6K
140 141
142
143 144

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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.