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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
PEAR
3851
DELISTED
Pear Therapeutics, Inc. Class A Common Stock
PEAR
$38K ﹤0.01%
32,300
-18,800
-37% -$39.5K
EJH icon
3852
E-Home Household Service Holdings
EJH
$4.9M
– –
0
– –
NEPH icon
3853
Nephros
NEPH
$50.9M
$37K ﹤0.01%
32,064
+9,764
+44% +$10.4K
PTN
3854
Palatin Technologies
PTN
$17.8M
$37K ﹤0.01%
291
+22
+8% +$4.73K
RMTI icon
3855
Rockwell Medical
RMTI
$30.9M
$37K ﹤0.01%
3,693
-29
-0.8% -$310
SKYA
3856
SkyAI Inc
SKYA
$43M
$37K ﹤0.01%
5
-1
-17% -$7.75K
AVGR
3857
DELISTED
Avinger, Inc. Common Stock
AVGR
$37K ﹤0.01%
2,245
+54
+2% +$921
MRIN
3858
DELISTED
Marin Software
MRIN
$36K ﹤0.01%
6,019
-31,598
-84% -$220K
RZLT icon
3859
Rezolute
RZLT
$443M
$36K ﹤0.01%
17,600
+400
+2% +$749
XOS icon
3860
Xos
XOS
$35.4M
$36K ﹤0.01%
+2,690
New +$69.3K
HMPT
3861
DELISTED
Home Point Capital, Inc Common Stock
HMPT
$36K ﹤0.01%
26,500
-300
-1% -$463
TCDA
3862
DELISTED
Tricida, Inc. Common Stock
TCDA
$36K ﹤0.01%
238,100
+221,074
+1,298% +$657K
RIBT
3863
DELISTED
RiceBran Technologies
RIBT
$36K ﹤0.01%
48,268
-700
-1% -$836
BDRX
3864
Biodexa Pharmaceuticals
BDRX
$1.61M
– –
0
– –
FORA
3865
DELISTED
Forian
FORA
$35K ﹤0.01%
12,800
– –
MITQ icon
3866
Moving iMage Technologies
MITQ
$5.56M
$35K ﹤0.01%
30,400
-20,600
-40% -$22.7K
RUBY
3867
DELISTED
Rubius Therapeutics, Inc
RUBY
$35K ﹤0.01%
200,190
+71,600
+56% +$19.6K
ASAP
3868
DELISTED
Waitr Holdings Inc. Common Stock
ASAP
$35K ﹤0.01%
100,330
+25,080
+33% +$46.8K
SDEV
3869
Stablecoin Development Corp
SDEV
$50.6M
$34K ﹤0.01%
100
+24
+32% +$11.2K
UNAM
3870
DELISTED
Unico American Corp
UNAM
$34K ﹤0.01%
20,737
-900
-4% -$1.16K
CPHI icon
3871
China Pharma Holdings
CPHI
$44.2M
$33K ﹤0.01%
681
-48
-7% -$2.93K
IH
3872
iHuman
IH
$67.5M
$33K ﹤0.01%
+12,500
New +$25.4K
SERA icon
3873
Sera Prognostics
SERA
$78.7M
$33K ﹤0.01%
26,400
-40,940
-61% -$57.8K
ENG
3874
DELISTED
ENGlobal Corp
ENG
$33K ﹤0.01%
+5,288
New +$41.1K
ELYS
3875
DELISTED
Elys Game Technology, Corp. Common Stock
ELYS
$33K ﹤0.01%
117,900
+4,600
+4% +$1.26K
153 154
155
156 157

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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.