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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
BE icon
4026
Bloom Energy
BE
$69.6B
– –
-10,000
Closed -$165K
BHAT
4027
DELISTED
Blue Hat Interactive Entertainment Technology
BHAT
– –
-5
Closed -$73K
BHC icon
4028
Bausch Health
BHC
$2.37B
– –
-544,043
Closed -$4.55M
BILL icon
4029
BILL Holdings
BILL
$5.11B
– –
-248,800
Closed -$27.4M
BIP icon
4030
Brookfield Infrastructure Partners
BIP
$18.4B
– –
-140,300
Closed -$5.36M
BIV icon
4031
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
– –
-65,005
Closed -$5.05M
BL icon
4032
BlackLine
BL
$1.82B
– –
-86,000
Closed -$5.73M
BLDP
4033
Ballard Power Systems
BLDP
$790M
– –
-1,373,813
Closed -$8.65M
BLFS icon
4034
BioLife Solutions
BLFS
$1.72B
– –
-179,200
Closed -$2.48M
BLK icon
4035
Blackrock
BLK
$183B
– –
-84,000
Closed -$51.2M
BLV icon
4036
Vanguard Long-Term Bond ETF
BLV
$5.73B
– –
-13,503
Closed -$1.08M
BMY icon
4037
Bristol-Myers Squibb
BMY
$132B
– –
-822,018
Closed -$63.3M
BNTX icon
4038
BioNTech
BNTX
$23.1B
– –
-238,619
Closed -$35.6M
BOND icon
4039
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.5B
– –
-3,600
Closed -$343K
BOTJ icon
4040
Bank Of The James
BOTJ
$126M
– –
-14,280
Closed -$186K
BRK.A icon
4041
Berkshire Hathaway Class A
BRK.A
$1.09T
– –
-283
Closed -$116M
BSCP
4042
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
– –
-49,100
Closed -$1M
BWA icon
4043
BorgWarner
BWA
$13.8B
– –
-138,251
Closed -$4.06M
BWXT icon
4044
BWX Technologies
BWXT
$15.6B
– –
-173,100
Closed -$9.54M
BBBY
4045
Bed Bath & Beyond
BBBY
$423M
– –
-435,930
Closed -$9.91M
CADE
4046
DELISTED
Cadence Bank
CADE
– –
-103,561
Closed -$2.43M
CAH icon
4047
Cardinal Health
CAH
$53.8B
– –
-182,000
Closed -$9.51M
CASS icon
4048
Cass Information Systems
CASS
$750M
– –
-34,760
Closed -$1.18M
CDE icon
4049
Coeur Mining
CDE
$19B
– –
-794,195
Closed -$2.41M
CDZI icon
4050
Cadiz
CDZI
$295M
– –
-165,900
Closed -$387K
160 161
162
163 164

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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.