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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
LFMD icon
3951
LifeMD
LFMD
$167M
$21K ﹤0.01%
+11,000
New +$24.7K
POLA icon
3952
Polar Power
POLA
$6.93M
$21K ﹤0.01%
+2,357
New +$33.8K
TRML
3953
DELISTED
Tourmaline Bio
TRML
$21K ﹤0.01%
+2,080
New +$33.4K
DVLT
3954
Datavault AI
DVLT
$277M
$21K ﹤0.01%
+13
New +$63.2K
GLS
3955
DELISTED
Gelesis Holdings, Inc.
GLS
$21K ﹤0.01%
+70,822
New +$33.9K
AYLA
3956
DELISTED
Ayala Pharmaceuticals, Inc. Common Stock
AYLA
$21K ﹤0.01%
53,600
+5,600
+12% +$3.63K
ZOM
3957
DELISTED
Zomedica Corp.
ZOM
$21K ﹤0.01%
126,000
-889,500
-88% -$182K
AVAH icon
3958
Aveanna Healthcare
AVAH
$2.46B
$20K ﹤0.01%
+25,500
New +$26.7K
BBAI icon
3959
BigBear.ai
BBAI
$1.6B
$20K ﹤0.01%
+30,000
New +$32.4K
CASI
3960
DELISTED
CASI Pharmaceuticals
CASI
$20K ﹤0.01%
10,900
+500
+5% +$992
FRGT icon
3961
Freight Technologies
FRGT
$1.24M
– –
0
– –
IMPP icon
3962
Imperial Petroleum
IMPP
$210M
$20K ﹤0.01%
+5,467
New +$29.6K
INSG icon
3963
Inseego
INSG
$77.7M
$20K ﹤0.01%
2,400
-27,368
-92% -$411K
JZ
3964
Jianzhi Education Technology Group
JZ
$6M
$20K ﹤0.01%
+31
New +$43.2K
LGL.WS
3965
DELISTED
LGL Group Inc Warrants
LGL.WS
$20K ﹤0.01%
102,259
-12,100
-11% -$3.67K
NPCE icon
3966
Neuropace
NPCE
$498M
$20K ﹤0.01%
13,400
+200
+2% +$444
NRXP icon
3967
NRX Pharmaceuticals
NRXP
$143M
$20K ﹤0.01%
1,760
+315
+22% +$3.17K
BRDS
3968
DELISTED
Bird Global, Inc.
BRDS
$20K ﹤0.01%
4,384
+3,404
+347% +$25K
PME
3969
DELISTED
Pingtan Marine Enterprise Ltd.
PME
$20K ﹤0.01%
50,600
-3,100
-6% -$2.13K
BCLI
3970
DELISTED
BRAINSTORM CELL THERAPUTC
BCLI
$19K ﹤0.01%
787
-2,926
-79% -$109K
HSCS icon
3971
Heart Test Laboratories
HSCS
$8.03M
$19K ﹤0.01%
229
+73
+47% +$11.4K
ILAG icon
3972
Intelligent Living
ILAG
$6.69M
$19K ﹤0.01%
+2,110
New +$48.5K
MATH icon
3973
Metalpha Technology Holding
MATH
$38.5M
$19K ﹤0.01%
37,600
-900
-2% -$545
SONM icon
3974
DNA X Inc
SONM
$5.05M
$19K ﹤0.01%
244
-900
-79% -$74K
AIFF
3975
Firefly Neuroscience
AIFF
$18.1M
$19K ﹤0.01%
1,337
-557
-29% -$13K
157 158
159
160 161

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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.