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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
AIU
4001
DELISTED
Meta Data Limited American Depositary Shares, each representing ten (10) Class A Ordinary Shares
AIU
$16K ﹤0.01%
+3,060
New +$16.4K
MDVL
4002
DELISTED
MedAvail Holdings, Inc. Common Stock
MDVL
$16K ﹤0.01%
1,050
+254
+32% +$7.31K
SDIG
4003
DELISTED
Stronghold Digital Mining, Inc. Class A Common Stock
SDIG
$16K ﹤0.01%
+3,310
New +$25.1K
BAOS icon
4004
Baosheng Media Group
BAOS
$913K
$15K ﹤0.01%
2,893
-50
-2% -$266
CHNR icon
4005
China Natural Resources
CHNR
$5.23M
$15K ﹤0.01%
973
-20
-2% -$346
HYPR icon
4006
Hyperfine
HYPR
$94.7M
$15K ﹤0.01%
+17,500
New +$15.9K
MNTS icon
4007
Momentus
MNTS
$92.5M
$15K ﹤0.01%
+2
New +$28.8K
SRZN icon
4008
Surrozen
SRZN
$279M
$15K ﹤0.01%
+1,773
New +$37.5K
TOVX icon
4009
Theriva Biologics
TOVX
$10.6M
$15K ﹤0.01%
1,300
+32
+3% +$581
GPUS
4010
Hyperscale Data Inc
GPUS
$52.2M
$15K ﹤0.01%
+1
New +$23K
HPCO
4011
DELISTED
Hempacco Co., Inc. Common Stock
HPCO
$15K ﹤0.01%
+1,791
New +$30K
ADXN
4012
Addex Therapeutics
ADXN
$14K ﹤0.01%
1,095
-382
-26% -$5.64K
MTC icon
4013
MMTec
MTC
$299M
$14K ﹤0.01%
2,263
+150
+7% +$1.35K
WNW icon
4014
Meiwu Technology Co
WNW
$68.7M
$14K ﹤0.01%
1
– –
AXLA
4015
DELISTED
Axcella Health Inc. Common Stock
AXLA
$14K ﹤0.01%
1,768
-384
-18% -$9.95K
VIVE
4016
DELISTED
VIVEVE MED INC
VIVE
$14K ﹤0.01%
32,000
-400
-1% -$202
NAVB
4017
DELISTED
Navidea Biopharmaceuticals Inc.
NAVB
$14K ﹤0.01%
65,333
+39,500
+153% +$9.88K
IMH
4018
DELISTED
Impac Mortgage Holdings Inc.
IMH
$14K ﹤0.01%
83,271
-2,200
-3% -$572
ITP icon
4019
IT Tech Packaging
ITP
$2.88M
$13K ﹤0.01%
29,018
-600
-2% -$402
PRPO icon
4020
Precipio
PRPO
$41.5M
$13K ﹤0.01%
1,190
+40
+3% +$602
SLE icon
4021
Super League Enterprise
SLE
$5.41M
$13K ﹤0.01%
4
– –
ZENV
4022
DELISTED
Zenvia
ZENV
$13K ﹤0.01%
11,300
-600
-5% -$952
MGAM
4023
DELISTED
Mobile Global Esports Inc. Common Stock
MGAM
$13K ﹤0.01%
+16,183
New +$16.8K
LMNL
4024
DELISTED
Liminal BioSciences Inc. Common Shares
LMNL
$13K ﹤0.01%
3,850
-989
-20% -$4.52K
AMST icon
4025
Amesite
AMST
$7.01M
$12K ﹤0.01%
5,517
+434
+9% +$1.27K
159 160
161
162 163

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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.