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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
ENSC icon
4101
Ensysce Biosciences
ENSC
$5.35M
– –
-99
Closed -$309K
ENVB icon
4102
Enveric Biosciences
ENVB
$6.08M
– –
-121
Closed -$234K
EOLS icon
4103
Evolus
EOLS
$530M
– –
-12,400
Closed -$144K
EOG icon
4104
EOG Resources
EOG
$74.2B
– –
-663,500
Closed -$73.3M
EOSE icon
4105
Eos Energy Enterprises
EOSE
$1.51B
– –
-834,883
Closed -$1.01M
EPC icon
4106
Edgewell Personal Care
EPC
$1.31B
– –
-13,700
Closed -$473K
ERAS icon
4107
Erasca
ERAS
$6.25B
– –
-137,700
Closed -$767K
ESGD icon
4108
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
– –
-34,500
Closed -$2.17M
ESRT icon
4109
Empire State Realty Trust
ESRT
$836M
– –
-15,900
Closed -$112K
ETN icon
4110
Eaton
ETN
$176B
– –
-339,611
Closed -$42.8M
EVAX
4111
Evaxion A/S
EVAX
$26.8M
– –
-232
Closed -$22K
EVI icon
4112
EVI Industries
EVI
$209M
– –
-25,197
Closed -$252K
EVRG icon
4113
Evergy
EVRG
$19.3B
– –
-93,029
Closed -$6.07M
EWD icon
4114
iShares MSCI Sweden ETF
EWD
$585M
– –
-41,800
Closed -$1.27M
EWI icon
4115
iShares MSCI Italy ETF
EWI
$1.08B
– –
-41,300
Closed -$995K
EWL icon
4116
iShares MSCI Switzerland ETF
EWL
$2.22B
– –
-18,300
Closed -$760K
EWN icon
4117
iShares MSCI Netherlands ETF
EWN
$735M
– –
-10,300
Closed -$361K
EWQ icon
4118
iShares MSCI France ETF
EWQ
$332M
– –
-12,300
Closed -$369K
EWW icon
4119
iShares MSCI Mexico ETF
EWW
$1.87B
– –
-25,000
Closed -$1.17M
EWZ icon
4120
iShares MSCI Brazil ETF
EWZ
$8.55B
– –
-59,800
Closed -$1.64M
EXLS icon
4121
EXL Service
EXLS
$5.36B
– –
-109,000
Closed -$3.21M
EXP icon
4122
Eagle Materials
EXP
$6.41B
– –
-46,100
Closed -$5.07M
FAST icon
4123
Fastenal
FAST
$58.9B
– –
-263,000
Closed -$6.56M
FBND icon
4124
Fidelity Total Bond ETF
FBND
$27.4B
– –
-5,390
Closed -$251K
FCG icon
4125
First Trust Natural Gas ETF
FCG
$639M
– –
-12,200
Closed -$267K
163 164
165
166 167

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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.