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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
OTMO
3751
DELISTED
Otonomo Technologies Ltd. Ordinary shares
OTMO
$63K ﹤0.01%
10,253
-27,982
-73% -$150K
LABP
3752
DELISTED
Landos Biopharma, Inc. Common Stock
LABP
$63K ﹤0.01%
12,540
-13,330
-52% -$51K
NAK
3753
Northern Dynasty Minerals
NAK
$953M
$62K ﹤0.01%
280,900
+119,350
+74% +$28.8K
PHIO icon
3754
Phio Pharmaceuticals
PHIO
$12.5M
$62K ﹤0.01%
1,544
-434
-22% -$22.3K
SOL
3755
DELISTED
Emeren Group
SOL
$62K ﹤0.01%
13,700
-9,200
-40% -$42.5K
TISI icon
3756
Team
TISI
$101M
$62K ﹤0.01%
11,869
-2,260
-16% -$17.2K
TKLF
3757
Yoshitsu Co
TKLF
$8.47M
$62K ﹤0.01%
5,054
-106
-2% -$1.37K
BSQR
3758
DELISTED
BSQUARE Corporation
BSQR
$62K ﹤0.01%
55,120
-31,198
-36% -$34.4K
CVU icon
3759
CPI Aerostructures
CVU
$72.6M
$61K ﹤0.01%
+19,100
New +$50.6K
MYSE
3760
Myseum.AI Inc
MYSE
$13.6M
$61K ﹤0.01%
24,670
+2,075
+9% +$10.8K
MTNB icon
3761
Matinas BioPharma
MTNB
$1.49M
$61K ﹤0.01%
2,422
+1,746
+258% +$58.1K
CMCT
3762
Creative Media & Community Trust
CMCT
$13.7M
– –
-1
Closed -$149K
LVO icon
3763
LiveOne
LVO
$55.5M
$60K ﹤0.01%
9,330
+1,830
+24% +$12.5K
VRPX
3764
DELISTED
Virpax Pharmaceuticals, Inc. Common Stock
VRPX
$60K ﹤0.01%
385
-248
-39% -$56.5K
APRE icon
3765
Aprea Therapeutics
APRE
$8.46M
$59K ﹤0.01%
8,960
-5,167
-37% -$54.5K
GPGI
3766
GPGI Inc
GPGI
$3.85B
$59K ﹤0.01%
+14,448
New +$60K
FNCH
3767
DELISTED
Finch Therapeutics Group, Inc. Common Stock
FNCH
$59K ﹤0.01%
4,097
+2,744
+203% +$91.8K
STAB
3768
DELISTED
Statera Biopharma, Inc. Common Stock
STAB
$59K ﹤0.01%
722,390
-634,556
-47% -$80.5K
CLBT icon
3769
Cellebrite
CLBT
$2.69B
$58K ﹤0.01%
+13,300
New +$59.4K
COOK icon
3770
Traeger
COOK
$172M
$58K ﹤0.01%
412
+210
+104% +$35.1K
SHIP icon
3771
Seanergy Maritime Holdings
SHIP
$348M
$58K ﹤0.01%
11,750
-30,310
-72% -$151K
IMPL
3772
DELISTED
Impel Pharmaceuticals Inc. Common Stock
IMPL
$58K ﹤0.01%
15,400
-2,000
-11% -$7.29K
CHRN
3773
ChronoScale Holdings
CHRN
$3.02B
$57K ﹤0.01%
3,174
+14
+0.4% +$289
WINT
3774
DELISTED
Windtree Therapeutics
WINT
$57K ﹤0.01%
7
– –
WTER
3775
DELISTED
The Alkaline Water Company Inc. Common Stock
WTER
$57K ﹤0.01%
+21,780
New +$82.4K
149 150
151
152 153

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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.