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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
-4.35%
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
$70.7B
AUM Growth
-$13.8B
Cap. Flow
-$8.71B
Cap. Flow %
-12.32%
Top 10 Hldgs %
10.57%
Holding
4,619
New
441
Increased
1,316
Reduced
2,164
Closed
637

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$578M
2
MU icon
Micron Technology
MU
+$433M
3
AMD icon
Advanced Micro Devices
AMD
+$404M
4
AMZN icon
Amazon
AMZN
+$398M
5
ACN icon
Accenture
ACN
+$358M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$777M
2
META icon
Meta Platforms (Facebook)
META
+$752M
3
TSLA icon
Tesla
TSLA
+$627M
4
CVX icon
Chevron
CVX
+$528M
5
SHOP icon
Shopify
SHOP
+$439M

Sector Composition

Rank Sector Weight
1 Healthcare 19.4%
2 Technology 18.51%
3 Consumer Staples 10.15%
4 Consumer Discretionary 9.67%
5 Financials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANDE icon
4001
Andersons Inc
ANDE
$2.21B
– –
-32,000
Closed -$1.06M
ANVS icon
4002
Annovis Bio
ANVS
$76.1M
– –
-16,700
Closed -$189K
AOK icon
4003
iShares Core Conservative Allocation ETF
AOK
$795M
– –
-7,200
Closed -$249K
APTV icon
4004
Aptiv
APTV
$10.2B
– –
-124,923
Closed -$11.1M
ARI
4005
Apollo Commercial Real Estate
ARI
$886M
– –
-364,940
Closed -$3.81M
ARKW icon
4006
ARK Web x.0 ETF
ARKW
$1.82B
– –
-22,300
Closed -$1.09M
ARVN icon
4007
Arvinas
ARVN
$589M
– –
-18,000
Closed -$758K
ASB icon
4008
Associated Banc-Corp
ASB
$6.07B
– –
-336,931
Closed -$6.15M
ASTS icon
4009
AST SpaceMobile
ASTS
$21.4B
– –
-82,000
Closed -$515K
AUR icon
4010
Aurora
AUR
$13.4B
– –
-60,400
Closed -$115K
AVAH icon
4011
Aveanna Healthcare
AVAH
$2.46B
– –
-56,811
Closed -$128K
AVDE icon
4012
Avantis International Equity ETF
AVDE
$18.8B
– –
-12,000
Closed -$612K
AVNS
4013
DELISTED
Avanos Medical
AVNS
– –
-8,800
Closed -$241K
AVTX icon
4014
Avalo Therapeutics
AVTX
$1.04B
– –
-118
Closed -$170K
AWI icon
4015
Armstrong World Industries
AWI
$7.68B
– –
-19,100
Closed -$1.43M
AWR icon
4016
American States Water
AWR
$3.52B
– –
-15,600
Closed -$1.27M
AXON
4017
Axon Enterprise
AXON
$50B
– –
-68,052
Closed -$6.34M
FABC
4018
Fabric.AI Inc
FABC
$18.3M
– –
-292
Closed -$31K
BA icon
4019
Boeing
BA
$182B
– –
-86,698
Closed -$11.9M
BAB icon
4020
Invesco Taxable Municipal Bond ETF
BAB
$1.01B
– –
-52,900
Closed -$1.47M
BAH icon
4021
Booz Allen Hamilton
BAH
$9.43B
– –
-57,894
Closed -$5.23M
BANR icon
4022
Banner Corp
BANR
$2.5B
– –
-36,099
Closed -$2.03M
BATL icon
4023
Battalion Oil
BATL
$29.5M
– –
-46,600
Closed -$397K
BCI icon
4024
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$3.07B
– –
-11,305
Closed -$307K
BCYC
4025
Bicycle Therapeutics
BCYC
$279M
– –
-153,200
Closed -$2.57M
159 160
161
162 163

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Jim Simons's Q3 2022 Portfolio in Review

As of Q3 2022, Jim Simons held 4,619 positions worth $70.7B, down 16% from $84.5B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons withdrew a net $8.71B in Q3 2022, closing 637 positions and reducing 2,164 holdings. Its most notable exit was Shopify, an estimated $439M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 19% of assets, down from 19% a quarter earlier, followed by Technology and Consumer Staples.

Against the trend, Jim Simons opened a new position in Alphabet (Google) Class A worth $498M.

  • Jim Simons's largest Q3 2022 buy was Alphabet (Google) Class A: 5,208,460 shares worth $498M.
  • Jim Simons added most to Advanced Micro Devices in Q3 2022, an estimated $404M increase.
  • Jim Simons's biggest Q3 2022 reduction was Apple, cutting an estimated $777M.
  • Jim Simons fully exited Shopify in Q3 2022, selling an estimated $439M.
  • Jim Simons's ten largest holdings make up 11% of its $70.7B portfolio in Q3 2022.
  • Jim Simons opened 441 new positions and closed 637 in Q3 2022.
  • Jim Simons's portfolio value fell 16% quarter-over-quarter to $70.7B.

Based on Renaissance Technologies's 13F filing for Q3 2022, filed 14 Nov 2022.