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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
FULT icon
4201
Fulton Financial
FULT
$4.69B
– –
-11,105
Closed -$175K
FUTY icon
4202
Fidelity MSCI Utilities Index ETF
FUTY
$2.31B
– –
-9,000
Closed -$380K
FXI icon
4203
iShares China Large-Cap ETF
FXI
$4.16B
– –
-293,000
Closed -$7.58M
FXL icon
4204
First Trust Technology AlphaDEX Fund
FXL
$2.89B
– –
-2,400
Closed -$208K
FXZ icon
4205
First Trust Materials AlphaDEX Fund
FXZ
$385M
– –
-8,700
Closed -$451K
GBCI icon
4206
Glacier Bancorp
GBCI
$6.48B
– –
-41,892
Closed -$2.06M
GBR icon
4207
New Concept Energy
GBR
$3.73M
– –
-15,142
Closed -$17K
GCO icon
4208
Genesco
GCO
$394M
– –
-10,600
Closed -$417K
GDC icon
4209
GD Culture Group
GDC
$7.78M
– –
-10
Closed -$12K
GDXU icon
4210
MicroSectors Gold Miners 3x Leveraged ETN
GDXU
$1.05B
– –
-27,570
Closed -$811K
GE icon
4211
GE Aerospace
GE
$374B
– –
-2,596,650
Closed -$100M
GEVO icon
4212
Gevo
GEVO
$401M
– –
-790,600
Closed -$1.8M
GIII icon
4213
G-III Apparel Group
GIII
$1.43B
– –
-116,140
Closed -$1.74M
GL icon
4214
Globe Life
GL
$14B
– –
-11,400
Closed -$1.14M
GLBS icon
4215
Globus Maritime Ltd
GLBS
$80.3M
– –
-14,795
Closed -$19K
GLMD icon
4216
Galmed Pharmaceuticals
GLMD
$4.39M
– –
-282
Closed -$16K
GNR icon
4217
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.9B
– –
-14,400
Closed -$712K
GOOS
4218
Canada Goose Holdings
GOOS
$850M
– –
-56,200
Closed -$856K
GOSS icon
4219
Gossamer Bio
GOSS
$83.3M
– –
-35,800
Closed -$429K
GOVT icon
4220
iShares US Treasury Bond ETF
GOVT
$43.8B
– –
-443,800
Closed -$10.1M
GS icon
4221
Goldman Sachs
GS
$304B
– –
-532,300
Closed -$156M
GSLC icon
4222
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$16.1B
– –
-9,200
Closed -$653K
HASI icon
4223
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.44B
– –
-16,900
Closed -$506K
HAYW icon
4224
Hayward Holdings
HAYW
$3.24B
– –
-70,300
Closed -$624K
HD icon
4225
Home Depot
HD
$341B
– –
-1,598,400
Closed -$441M
167 168
169
170 171

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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.