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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 20.81%
2 Technology 15.51%
3 Consumer Discretionary 11.84%
4 Consumer Staples 10.09%
5 Financials 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SQZ
3676
DELISTED
SQZ Biotechnologies Company
SQZ
$84K ﹤0.01%
114,028
+55,425
+95% +$121K
ATHX
3677
DELISTED
Athersys, Inc. Common Stock
ATHX
$84K ﹤0.01%
99,936
+40,200
+67% +$50K
GP
3678
GreenPower Motor Co
GP
$11.3M
$83K ﹤0.01%
4,800
-20,272
-81% -$455K
SANW
3679
DELISTED
S&W Seed Co
SANW
$83K ﹤0.01%
2,917
-84
-3% -$1.68K
SNOA icon
3680
Sonoma Pharmaceuticals
SNOA
$6.56M
$83K ﹤0.01%
3,723
-45
-1% -$1.6K
ORKA
3681
Oruka Therapeutics
ORKA
$7.11B
$83K ﹤0.01%
2,933
+141
+5% +$3.61K
ABUS icon
3682
Arbutus Biopharma
ABUS
$908M
$82K ﹤0.01%
35,136
-10,524
-23% -$25.2K
JAGX icon
3683
Jaguar Health
JAGX
$3.73M
– –
0
– –
XCUR icon
3684
Exicure
XCUR
$8.35M
$82K ﹤0.01%
14,320
-1,640
-10% -$10.2K
MNDO icon
3685
Mind CTI
MNDO
$20.6M
$81K ﹤0.01%
38,500
+18,000
+88% +$38.4K
OPAD icon
3686
Offerpad Solutions
OPAD
$22.5M
$81K ﹤0.01%
1,166
-272
-19% -$31.4K
MDNA
3687
DELISTED
Medicenna Therapeutics Corp. Common Shares
MDNA
$81K ﹤0.01%
176,542
+131,142
+289% +$80.1K
CBUS icon
3688
Cibus
CBUS
$145M
$80K ﹤0.01%
10,913
-192
-2% -$1.49K
CLRB icon
3689
Cellectar Biosciences
CLRB
$20.8M
$80K ﹤0.01%
1,558
+968
+164% +$58K
GNPX icon
3690
Genprex
GNPX
$2.39M
$80K ﹤0.01%
1
-1
-50% -$56.5K
BRMK
3691
DELISTED
Broadmark Realty Capital Inc. Common Stock
BRMK
$80K ﹤0.01%
22,400
-124,500
-85% -$580K
CALC icon
3692
CalciMedica
CALC
$19.1M
$78K ﹤0.01%
11,143
-3,178
-22% -$35.6K
LPCN icon
3693
Lipocine
LPCN
$17M
$78K ﹤0.01%
11,547
-182
-2% -$1.33K
BVC
3694
BitVentures Limited Ordinary Shares
BVC
$2.21B
$78K ﹤0.01%
13,700
-700
-5% -$4.2K
FRMM
3695
Forum Markets
FRMM
$81.8M
$77K ﹤0.01%
120
+87
+264% +$131K
AUST icon
3696
Austin Gold Corp
AUST
$17.7M
$77K ﹤0.01%
81,122
+39,430
+95% +$38.2K
AMS icon
3697
American Shared Hospital Services
AMS
$10.2M
$76K ﹤0.01%
26,000
+6,679
+35% +$18.5K
DRIO icon
3698
DarioHealth
DRIO
$72.9M
$76K ﹤0.01%
+890
New +$80.1K
FEDU
3699
Four Seasons Education Depositary Shares Rep 10 Ordinary Shares
FEDU
$17.1M
$76K ﹤0.01%
10,512
-2,615
-20% -$22.6K
TFFP
3700
DELISTED
TFF Pharmaceuticals, Inc. Common Stock
TFFP
$76K ﹤0.01%
+2,886
New +$137K
146 147
148
149 150

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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.