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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
EGP icon
4176
EastGroup Properties
EGP
$11B
– –
-37,900
Closed -$5.47M
EIX icon
4177
Edison International
EIX
$27.2B
– –
-574,700
Closed -$32.5M
EL icon
4178
Estee Lauder
EL
$31.6B
– –
-202,300
Closed -$43.7M
EMQQ icon
4179
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$268M
– –
-12,200
Closed -$325K
EQH icon
4180
Equitable Holdings
EQH
$14.4B
– –
-450,500
Closed -$11.9M
EQIX icon
4181
Equinix
EQIX
$106B
– –
-155,470
Closed -$88.4M
ERII icon
4182
Energy Recovery
ERII
$399M
– –
-49,500
Closed -$1.08M
ESPR
4183
DELISTED
Esperion Therapeutics
ESPR
– –
-286,700
Closed -$1.92M
EWA icon
4184
iShares MSCI Australia ETF
EWA
$1.45B
– –
-144,500
Closed -$2.83M
EWH icon
4185
iShares MSCI Hong Kong ETF
EWH
$1.21B
– –
-237,800
Closed -$4.34M
EWJ icon
4186
iShares MSCI Japan ETF
EWJ
$23.2B
– –
-33,200
Closed -$1.62M
EWT icon
4187
iShares MSCI Taiwan ETF
EWT
$11.6B
– –
-391,400
Closed -$16.9M
EWU icon
4188
iShares MSCI United Kingdom ETF
EWU
$4.13B
– –
-126,400
Closed -$3.31M
EWY icon
4189
iShares MSCI South Korea ETF
EWY
$27.6B
– –
-143,200
Closed -$6.78M
EXR icon
4190
Extra Space Storage
EXR
$31.6B
– –
-45,200
Closed -$7.81M
FBP icon
4191
First Bancorp
FBP
$4.49B
– –
-405,613
Closed -$5.55M
FCX icon
4192
Freeport-McMoran
FCX
$93.6B
– –
-248,800
Closed -$6.8M
FDVV icon
4193
Fidelity High Dividend ETF
FDVV
$10.5B
– –
-8,400
Closed -$277K
FIVN icon
4194
FIVE9
FIVN
$2.53B
– –
-57,500
Closed -$4.31M
FN icon
4195
Fabrinet
FN
$20.3B
– –
-8,800
Closed -$840K
FOLD
4196
DELISTED
Amicus Therapeutics
FOLD
– –
-284,800
Closed -$2.97M
FOUR icon
4197
Shift4
FOUR
$3.79B
– –
-6,000
Closed -$268K
FSBC icon
4198
Five Star Bancorp
FSBC
$1.16B
– –
-7,400
Closed -$210K
FTEC icon
4199
Fidelity MSCI Information Technology Index ETF
FTEC
$21.6B
– –
-10,700
Closed -$973K
FUBO icon
4200
FuboTV Inc
FUBO
$296M
– –
-113,017
Closed -$4.82M
166 167
168
169 170

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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.