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 20.81%
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
CVM icon
3776
CEL-SCI Corp
CVM
$26M
$56K ﹤0.01%
801
+362
+82% +$31.8K
ERNA icon
3777
Eterna Therapeutics
ERNA
$5.02M
$56K ﹤0.01%
47
-148
-76% -$209K
IOBT
3778
DELISTED
IO Biotech
IOBT
$56K ﹤0.01%
24,200
+5,777
+31% +$15.3K
DWTX
3779
Dogwood Therapeutics
DWTX
$66.6M
$56K ﹤0.01%
9,416
+2,352
+33% +$17.7K
NURO
3780
DELISTED
NeuroMetrix, Inc. Common Stock
NURO
$55K ﹤0.01%
4,607
+1,082
+31% +$15.4K
ADIL
3781
Adial Pharmaceuticals
ADIL
$9.61M
$54K ﹤0.01%
403
+172
+74% +$30.1K
MBOT icon
3782
Microbot Medical
MBOT
$113M
$54K ﹤0.01%
17,995
-1,100
-6% -$4.56K
NBSE
3783
DELISTED
NeuBase Therapeutics, Inc. Common Stock
NBSE
$54K ﹤0.01%
14,261
-108
-0.8% -$554
AKAN icon
3784
Akanda
AKAN
$2.71M
$53K ﹤0.01%
+6
New +$78.8K
AMBO
3785
Ambow Education Holding
AMBO
$6.06M
$53K ﹤0.01%
17,314
-620
-3% -$1.91K
DMAC icon
3786
DiaMedica Therapeutics
DMAC
$364M
$53K ﹤0.01%
+33,619
New +$45.3K
ASXC
3787
DELISTED
Asensus Surgical, Inc.
ASXC
$53K ﹤0.01%
152,473
+56,300
+59% +$22.9K
RHE
3788
DELISTED
Regional Health Properties, Inc.
RHE
$53K ﹤0.01%
16,100
-245
-1% -$649
FURY
3789
Fury Gold Mines
FURY
$116M
$52K ﹤0.01%
122,724
+61,500
+100% +$23K
OST icon
3790
Ostin Technology Group
OST
$52K ﹤0.01%
220
+68
+45% +$18K
PRSO icon
3791
Peraso
PRSO
$10.3M
$52K ﹤0.01%
1,785
-295
-14% -$15.6K
PRDS
3792
DELISTED
Pardes Biosciences, Inc. Common Stock
PRDS
$51K ﹤0.01%
+29,886
New +$37.9K
HUMA icon
3793
Humacyte
HUMA
$148M
$50K ﹤0.01%
23,800
-184,200
-89% -$559K
JFIN
3794
Jiayin Group
JFIN
$120M
$50K ﹤0.01%
21,896
+7,196
+49% +$16.2K
YGMZ
3795
DELISTED
MingZhu Logistics Holdings
YGMZ
$50K ﹤0.01%
461
+113
+32% +$32.4K
VORB
3796
DELISTED
Virgin Orbit Holdings, Inc. Common Stock
VORB
$50K ﹤0.01%
+26,800
New +$71.7K
THER
3797
DELISTED
THERATECHNOLOGIES INC COM
THER
$50K ﹤0.01%
+56,400
New +$50K
HSDT icon
3798
Solana Company
HSDT
$105M
$49K ﹤0.01%
4
-4
-50% -$40.8K
RDHL
3799
Redhill Biopharma
RDHL
$3.62M
$49K ﹤0.01%
+349
New +$151K
TC
3800
TuanChe
TC
$55.2M
$49K ﹤0.01%
197
+31
+19% +$39.1K
150 151
152
153 154

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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

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.