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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
GALT icon
4151
Galectin Therapeutics
GALT
$356M
– –
-27,700
Closed -$36K
GATX icon
4152
GATX Corp
GATX
$6.33B
– –
-7,100
Closed -$669K
GBX icon
4153
The Greenbrier Companies
GBX
$1.42B
– –
-7,500
Closed -$270K
GD icon
4154
General Dynamics
GD
$106B
– –
-235,800
Closed -$52.2M
GES
4155
DELISTED
Guess Inc
GES
– –
-122,100
Closed -$2.08M
GGG icon
4156
Graco
GGG
$13.3B
– –
-277,926
Closed -$16.5M
GLBE icon
4157
Global E Online
GLBE
$7.09B
– –
-167,300
Closed -$3.37M
GLOB icon
4158
Globant
GLOB
$1.77B
– –
-12,600
Closed -$2.19M
GMED icon
4159
Globus Medical
GMED
$11.5B
– –
-54,700
Closed -$3.07M
GNLN icon
4160
Greenlane Holdings
GNLN
$1.22M
– –
0
– -$26K
GOLF icon
4161
Acushnet Holdings
GOLF
$5.25B
– –
-26,900
Closed -$1.12M
GRI
4162
GRI Bio
GRI
$3.13M
– –
0
– -$50K
GRID
4163
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.3B
– –
-3,100
Closed -$240K
GRPN icon
4164
Groupon
GRPN
$894M
– –
-46,975
Closed -$531K
GSY icon
4165
Invesco Ultra Short Duration ETF
GSY
$3.88B
– –
-36,900
Closed -$1.83M
GTBP icon
4166
GT Biopharma
GTBP
$10.7M
– –
-2,157
Closed -$193K
GTES icon
4167
Gates Industrial Corporation Ltd.
GTES
$7B
– –
-43,600
Closed -$471K
GTO icon
4168
Invesco Total Return Bond ETF
GTO
$2.48B
– –
-6,747
Closed -$325K
GVI icon
4169
iShares Intermediate Government/Credit Bond ETF
GVI
$3.8B
– –
-2,702
Closed -$285K
HAE icon
4170
Haemonetics
HAE
$4.11B
– –
-40,100
Closed -$2.61M
HAS icon
4171
Hasbro
HAS
$13.6B
– –
-20,200
Closed -$1.65M
HCA icon
4172
HCA Healthcare
HCA
$89.1B
– –
-323,513
Closed -$54.4M
HCSG icon
4173
Healthcare Services Group
HCSG
$1.45B
– –
-268,664
Closed -$4.68M
HDB icon
4174
HDFC Bank
HDB
$119B
– –
-24,800
Closed -$682K
HDV
4175
iShares Core High Dividend ETF
HDV
$15.1B
– –
-66,500
Closed -$1.34M
165 166
167
168 169

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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.