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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
ASUR icon
4101
Asure Software
ASUR
$251M
– –
-26,800
Closed -$153K
ATAI icon
4102
AtaiBeckley Inc
ATAI
$2.69B
– –
-248,300
Closed -$822K
ATEC icon
4103
Alphatec Holdings
ATEC
$1.51B
– –
-331,800
Closed -$2.9M
ATEX icon
4104
Anterix
ATEX
$1.79B
– –
-20,600
Closed -$736K
ATO icon
4105
Atmos Energy
ATO
$28.7B
– –
-381,700
Closed -$38.9M
AUDC icon
4106
AudioCodes
AUDC
$253M
– –
-27,200
Closed -$593K
AVD icon
4107
American Vanguard Corp
AVD
$62.8M
– –
-18,300
Closed -$342K
AVGO icon
4108
Broadcom
AVGO
$1.99T
– –
-5,949,960
Closed -$264M
AVXL icon
4109
Anavex Life Sciences
AVXL
$303M
– –
-367,100
Closed -$3.79M
AVY icon
4110
Avery Dennison
AVY
$13.6B
– –
-8,900
Closed -$1.45M
AZTA icon
4111
Azenta
AZTA
$1.49B
– –
-349,906
Closed -$15M
BAC icon
4112
Bank of America
BAC
$448B
– –
-795,066
Closed -$24M
BBD icon
4113
Banco Bradesco
BBD
$34.3B
– –
-2,129,595
Closed -$7.84M
BBUC
4114
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
$6.01B
– –
-13,600
Closed -$301K
BCRX icon
4115
BioCryst Pharmaceuticals
BCRX
$2.51B
– –
-565,380
Closed -$7.12M
BEAT icon
4116
Heartbeam
BEAT
$32.7M
– –
-12,200
Closed -$48K
BFH icon
4117
Bread Financial
BFH
$4.51B
– –
-344,242
Closed -$10.8M
BG icon
4118
Bunge Global
BG
$21.7B
– –
-364,041
Closed -$30.1M
BHF icon
4119
Brighthouse Financial
BHF
$3.42B
– –
-12,873
Closed -$559K
BITO icon
4120
ProShares Bitcoin Strategy ETF
BITO
$1.43B
– –
-112,100
Closed -$1.34M
BKH icon
4121
Black Hills Corp
BKH
$5.64B
– –
-117,100
Closed -$7.93M
BLKB icon
4122
Blackbaud
BLKB
$2.1B
– –
-11,997
Closed -$529K
BLUE
4123
DELISTED
bluebird bio
BLUE
– –
-37,856
Closed -$4.79M
BNGO icon
4124
Bionano Genomics
BNGO
$13.5M
– –
-2,349
Closed -$2.58M
BOOT icon
4125
Boot Barn
BOOT
$4.92B
– –
-26,300
Closed -$1.54M
163 164
165
166 167

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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.