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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
PHGE icon
4051
BiomX
PHGE
$1.67M
$7K ﹤0.01%
207
+48
+30% +$2.65K
TENX icon
4052
Tenax Therapeutics
TENX
$68.5M
$7K ﹤0.01%
40
-49
-55% -$10.8K
NTRP icon
4053
NextTrip
NTRP
$23M
$7K ﹤0.01%
+836
New +$10.5K
HALL
4054
DELISTED
Hallmark Financial Services, Inc.
HALL
$7K ﹤0.01%
1,280
+140
+12% +$1.13K
BIOR
4055
DELISTED
Biora Therapeutics, Inc. Common Stock
BIOR
$7K ﹤0.01%
+222
New +$16.2K
HCTI icon
4056
Healthcare Triangle
HCTI
$3.51M
– –
0
– –
VVOS icon
4057
Vivos Therapeutics
VVOS
$4.24M
$6K ﹤0.01%
640
+124
+24% +$1.81K
BACK
4058
DELISTED
IMAC Holdings, Inc. Common Stock
BACK
$6K ﹤0.01%
+1,077
New +$10.4K
BHAT
4059
DELISTED
Blue Hat Interactive Entertainment Technology
BHAT
$5K ﹤0.01%
+2
New +$7.38K
CNET icon
4060
ZW Data Action Technologies
CNET
$4.73M
$5K ﹤0.01%
560
-595
-52% -$8.81K
NMAD
4061
Nomad Power Solutions
NMAD
$74.1M
$5K ﹤0.01%
1,060
-8,006
-88% -$44.6K
TWAV
4062
TaoWeave Inc
TWAV
$5.16M
$5K ﹤0.01%
71
-50
-41% -$6.33K
ORBS
4063
Eightco Holdings
ORBS
$292M
$5K ﹤0.01%
+105
New +$11.9K
GMBL
4064
DELISTED
Esports Entertainment Group Inc. Common Stock
GMBL
$5K ﹤0.01%
2
– –
QTEK
4065
DELISTED
QualTek Services Inc. Class A Common Stock
QTEK
$5K ﹤0.01%
11,900
-22,400
-65% -$25.8K
AGRX
4066
DELISTED
Agile Therapeutics
AGRX
$5K ﹤0.01%
476
-2,558
-84% -$29.7K
BTCT icon
4067
BTC Digital
BTCT
$7.99M
$4K ﹤0.01%
1,085
-2,605
-71% -$13.2K
GV
4068
DELISTED
Visionary Holdings
GV
$4K ﹤0.01%
+667
New +$7.1K
OIG
4069
DELISTED
Orbital Infrastructure Group, Inc. Common Stock
OIG
$4K ﹤0.01%
460
-17,113
-97% -$196K
PBLA
4070
DELISTED
Panbela Therapeutics, Inc. Common Stock
PBLA
$4K ﹤0.01%
+2
New +$6.81K
IRNT
4071
DELISTED
IronNet, Inc.
IRNT
$3K ﹤0.01%
12,859
-57,754
-82% -$28.8K
LHDX
4072
DELISTED
Lucira Health, Inc. Common Stock
LHDX
$3K ﹤0.01%
+29,000
New +$18.5K
CHAI
4073
Core AI Holdings Inc
CHAI
$6.38M
– –
0
– –
ABCB icon
4074
Ameris Bancorp
ABCB
$6B
– –
-10,369
Closed -$464K
ABG icon
4075
Asbury Automotive
ABG
$3.78B
– –
-13,200
Closed -$2M
161 162
163
164 165

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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.