We are live on ! Find out more
Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
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
HEZU icon
4176
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$591M
– –
-12,700
Closed -$398K
HFWA icon
4177
Heritage Financial
HFWA
$1.22B
– –
-21,789
Closed -$548K
HIBS icon
4178
Direxion Daily S&P 500 High Beta Bear 3X ETF
HIBS
$17.3M
– –
-495
Closed -$636K
HLMN icon
4179
Hillman Solutions
HLMN
$1.72B
– –
-192,105
Closed -$1.66M
HTZ icon
4180
Hertz
HTZ
$866M
– –
-113,400
Closed -$1.8M
HUBB icon
4181
Hubbell
HUBB
$26.8B
– –
-15,900
Closed -$2.84M
HUT
4182
Hut 8
HUT
$10.4B
– –
-546,840
Closed -$3.7M
HY icon
4183
Hyster-Yale Materials Handling
HY
$618M
– –
-48,300
Closed -$1.56M
HYD icon
4184
VanEck High Yield Muni ETF
HYD
$4.41B
– –
-145,000
Closed -$7.81M
HYG icon
4185
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
– –
-64,900
Closed -$4.78M
HYLS icon
4186
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.64B
– –
-13,607
Closed -$533K
HYMB icon
4187
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.37B
– –
-119,200
Closed -$3.06M
IAUX
4188
i-80 Gold Corp
IAUX
$1.45B
– –
-304,200
Closed -$548K
IBDQ
4189
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
– –
-15,095
Closed -$373K
IBRX icon
4190
ImmunityBio
IBRX
$8.17B
– –
-401,681
Closed -$1.49M
IBUY icon
4191
Amplify Online Retail ETF
IBUY
$125M
– –
-15,300
Closed -$641K
ICFI icon
4192
ICF International
ICFI
$1.58B
– –
-16,100
Closed -$1.53M
IDEV icon
4193
iShares Core MSCI International Developed Markets ETF
IDEV
$32.7B
– –
-22,700
Closed -$1.22M
IDU icon
4194
iShares US Utilities ETF
IDU
$1.37B
– –
-3,900
Closed -$334K
IEI icon
4195
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
– –
-16,600
Closed -$1.98M
IEO icon
4196
iShares US Oil & Gas Exploration & Production ETF
IEO
$587M
– –
-11,700
Closed -$911K
IEUR icon
4197
iShares Core MSCI Europe ETF
IEUR
$9.15B
– –
-52,400
Closed -$2.36M
IEZ icon
4198
iShares US Oil Equipment & Services ETF
IEZ
$382M
– –
-17,000
Closed -$271K
IFBD icon
4199
Infobird
IFBD
$9.25M
– –
-8
Closed -$15K
IGE icon
4200
iShares North American Natural Resources ETF
IGE
$781M
– –
-25,600
Closed -$921K
166 167
168
169 170

Similar funds

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 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.