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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
JSPR icon
3876
Jasper Therapeutics
JSPR
$28.7M
$32K ﹤0.01%
6,540
+3,680
+129% +$24.6K
JZXN icon
3877
Jiuzi Holdings
JZXN
$728K
$32K ﹤0.01%
29
+22
+314% +$41.6K
TIRX
3878
DELISTED
Tian Ruixiang Holdings
TIRX
$32K ﹤0.01%
680
-55
-7% -$3.58K
UPC icon
3879
Universe Pharmaceuticals Inc
UPC
$3.8M
$32K ﹤0.01%
6
– –
ENSV
3880
DELISTED
Enservco Corp.
ENSV
$32K ﹤0.01%
+19,400
New +$40.5K
NTBL
3881
DELISTED
Notable Labs, Ltd. Ordinary Shares
NTBL
$32K ﹤0.01%
7,557
-1,946
-20% -$9.15K
CELU icon
3882
Celularity
CELU
$20.1M
$31K ﹤0.01%
+2,380
New +$43.9K
ITRM
3883
DELISTED
Iterum Therapeutics
ITRM
$31K ﹤0.01%
37,084
+2,400
+7% +$3.41K
SNGX icon
3884
Soligenix
SNGX
$8.29M
$31K ﹤0.01%
284
+5
+2% +$722
WYY icon
3885
WidePoint Corp
WYY
$115M
$31K ﹤0.01%
16,900
+1,600
+10% +$3.52K
CRKN
3886
DELISTED
Crown Electrokinetics Corp. Common Stock
CRKN
– –
0
– –
BFI
3887
DELISTED
BurgerFi International, Inc. Common Stock
BFI
$31K ﹤0.01%
24,700
-8,020
-25% -$14.6K
LYT
3888
DELISTED
Lytus Technologies Holdings PTV. Ltd. Common Shares
LYT
$31K ﹤0.01%
+895
New +$51.9K
LFLY
3889
DELISTED
Leafly Holdings, Inc. Common Stock
LFLY
$31K ﹤0.01%
+2,350
New +$34.3K
HOOK
3890
DELISTED
HOOKIPA Pharma
HOOK
$30K ﹤0.01%
3,690
-10,530
-74% -$114K
OGEN icon
3891
Oragenics
OGEN
$2.39M
$30K ﹤0.01%
160
+31
+24% +$10.9K
SONX
3892
DELISTED
Sonendo, Inc.
SONX
$30K ﹤0.01%
+10,700
New +$20.2K
CEMI
3893
DELISTED
Chembio diagnostics, Inc.
CEMI
$30K ﹤0.01%
136,400
+22,800
+20% +$6.82K
BCDA icon
3894
BioCardia
BCDA
$13.8M
$29K ﹤0.01%
940
-13
-1% -$370
TPST icon
3895
Tempest Therapeutics
TPST
$18.7M
$29K ﹤0.01%
1,954
-123
-6% -$2.59K
BPTH
3896
DELISTED
Bio-Path Holdings Inc
BPTH
$29K ﹤0.01%
960
+30
+3% +$1.31K
EBET
3897
DELISTED
EBET, INC. Common Stock
EBET
$29K ﹤0.01%
1,520
+896
+144% +$20.7K
AEMD icon
3898
Aethlon Medical
AEMD
$1.54M
$28K ﹤0.01%
25
+9
+56% +$16.4K
ALZN icon
3899
Alzamend Neuro
ALZN
$7M
$28K ﹤0.01%
+37
New +$53.6K
CLPS icon
3900
CLPS Inc
CLPS
$26.1M
$28K ﹤0.01%
24,932
+11,100
+80% +$13.4K
154 155
156
157 158

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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.