We are live on ! Find out more
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
CXT icon
4076
Crane NXT
CXT
$2.96B
– –
-57,868
Closed -$1.76M
DAVE icon
4077
Dave Inc
DAVE
$4.26B
– –
-1,688
Closed -$37K
DAVA icon
4078
Endava
DAVA
$167M
– –
-2,960
Closed -$261K
DFCF icon
4079
Dimensional Core Fixed Income ETF
DFCF
$10.9B
– –
-14,400
Closed -$628K
DHR icon
4080
Danaher
DHR
$143B
– –
-986,251
Closed -$222M
DIA icon
4081
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
– –
-4,100
Closed -$1.26M
DIN icon
4082
Dine Brands
DIN
$440M
– –
-30,934
Closed -$2.01M
DLTR icon
4083
Dollar Tree
DLTR
$24.9B
– –
-613,203
Closed -$95.6M
DNA icon
4084
Ginkgo Bioworks
DNA
$488M
– –
-78,535
Closed -$7.48M
DNN icon
4085
Denison Mines
DNN
$2.95B
– –
-1,470,420
Closed -$1.43M
DOC icon
4086
Healthpeak Properties
DOC
$14.3B
– –
-237,900
Closed -$6.16M
DOG
4087
ProShares Short Dow30
DOG
$87.2M
– –
-15,900
Closed -$576K
DOX icon
4088
Amdocs
DOX
$6.23B
– –
-27,100
Closed -$2.26M
DPST icon
4089
Direxion Daily Regional Banks Bull 3X ETF
DPST
$414M
– –
-1,280
Closed -$308K
DRIO icon
4090
DarioHealth
DRIO
$71.5M
– –
-4,810
Closed -$591K
DUG icon
4091
ProShares UltraShort Energy
DUG
$18.6M
– –
-4,500
Closed -$403K
DVYE icon
4092
iShares Emerging Markets Dividend ETF
DVYE
$1.21B
– –
-17,370
Closed -$462K
ECL icon
4093
Ecolab
ECL
$77.4B
– –
-222,614
Closed -$34.2M
EDSA icon
4094
Edesa Biotech
EDSA
$52.3M
– –
-6,607
Closed -$74K
EDV icon
4095
Vanguard World Funds Extended Duration ETF
EDV
$3.49B
– –
-11,900
Closed -$1.19M
EDZ icon
4096
Direxion Daily MSCI Emerging Markets Bear 3X ETF
EDZ
$18.5M
– –
-1,420
Closed -$195K
EFA icon
4097
iShares MSCI EAFE ETF
EFA
$80.3B
– –
-69,100
Closed -$4.32M
EFAV icon
4098
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.46B
– –
-7,700
Closed -$487K
EFG icon
4099
iShares MSCI EAFE Growth ETF
EFG
$17.4B
– –
-20,500
Closed -$1.65M
EMN icon
4100
Eastman Chemical
EMN
$8.43B
– –
-75,437
Closed -$6.77M
162 163
164
165 166

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.