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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
ABTS icon
3976
Abits Group
ABTS
$3.94M
$18K ﹤0.01%
2,638
-2,103
-44% -$26.6K
BFRI icon
3977
Biofrontera
BFRI
$16.1M
$18K ﹤0.01%
997
+300
+43% +$6.13K
CNEY icon
3978
CN Energy Group
CNEY
$5.07M
$18K ﹤0.01%
+32
New +$36.2K
HTCR icon
3979
HeartCore Enterprises
HTCR
$3.55M
$18K ﹤0.01%
967
+287
+42% +$6.43K
ISPO
3980
DELISTED
Inspirato
ISPO
$18K ﹤0.01%
+770
New +$29.2K
ZCMD icon
3981
Zhongchao
ZCMD
$6.34M
$18K ﹤0.01%
2
– –
LMDX
3982
DELISTED
LumiraDx Limited Common Shares
LMDX
$18K ﹤0.01%
19,900
-29,100
-59% -$30.7K
KEEL
3983
Keel Infrastructure Corp
KEEL
$2.04B
$17K ﹤0.01%
+40,400
New +$29.8K
CBAT icon
3984
CBAK Energy Technology Ltd
CBAT
$65.5M
$17K ﹤0.01%
17,410
-141,377
-89% -$164K
OXBR icon
3985
Oxbridge Re Holdings
OXBR
$10.5M
$17K ﹤0.01%
14,400
-18,500
-56% -$33.7K
SCYX icon
3986
SCYNEXIS
SCYX
$50.9M
$17K ﹤0.01%
+1,375
New +$24.3K
VBIO
3987
Valion Bio
VBIO
$709K
$17K ﹤0.01%
+15
New +$33.7K
AIH
3988
DELISTED
Aesthetic Medical International Holdings
AIH
$17K ﹤0.01%
13,300
– –
CWBR
3989
DELISTED
CohBar, Inc. Common Stock
CWBR
$17K ﹤0.01%
10,257
-10,866
-51% -$22.2K
BTOG icon
3990
Bit Origin
BTOG
$3.48M
$16K ﹤0.01%
52
– –
CETX icon
3991
Cemtrex
CETX
$5.2M
– –
0
– –
EZGO
3992
EZGO Technologies
EZGO
$2.84M
– –
0
– –
OPTT icon
3993
Ocean Power Technologies
OPTT
$55.4M
$16K ﹤0.01%
+36,200
New +$24.8K
PCSA icon
3994
Processa Pharmaceuticals
PCSA
$8.38M
$16K ﹤0.01%
28
+5
+22% +$4.83K
TAOX
3995
Tao Synergies Inc
TAOX
$26M
$16K ﹤0.01%
540
-120
-18% -$16.7K
TCRX icon
3996
TScan Therapeutics
TCRX
$52.3M
$16K ﹤0.01%
+10,000
New +$24.5K
TOMZ icon
3997
TOMI Environmental Solutions
TOMZ
$14.4M
$16K ﹤0.01%
10,867
+1,667
+18% +$3.29K
USAS
3998
Americas Gold and Silver
USAS
$1.7B
$16K ﹤0.01%
+11,080
New +$14.2K
BLNE
3999
Beeline Holdings
BLNE
$36.4M
$16K ﹤0.01%
351
-207
-37% -$11.6K
TLIS
4000
DELISTED
Talis Biomedical Corporation Common Stock
TLIS
$16K ﹤0.01%
2,327
+180
+8% +$1.58K
158 159
160
161 162

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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.