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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
+8.19%
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
$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
HIBL icon
4226
Direxion Daily S&P 500 High Beta Bull 3X ETF
HIBL
$91.3M
– –
-33,600
Closed -$694K
HL icon
4227
Hecla Mining
HL
$12.1B
– –
-4,335,083
Closed -$17.1M
HOFV
4228
DELISTED
Hall of Fame Resort & Entertainment Co
HOFV
– –
-853
Closed -$10K
HON icon
4229
Honeywell
HON
$73.6B
– –
-255,064
Closed -$40.1M
RKTO
4230
Rocket One Inc
RKTO
$19.5M
– –
-5,442
Closed -$47K
HRB icon
4231
H&R Block
HRB
$6.83B
– –
-1,168,700
Closed -$49.7M
HUN icon
4232
Huntsman Corp
HUN
$1.79B
– –
-875,600
Closed -$21.5M
HWBK icon
4233
Hawthorn Bancshares
HWBK
$276M
– –
-9,730
Closed -$205K
HYEM icon
4234
VanEck Emerging Markets High Yield Bond ETF
HYEM
$526M
– –
-13,539
Closed -$228K
HYS icon
4235
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.77B
– –
-3,800
Closed -$332K
IAU icon
4236
iShares Gold Trust
IAU
$65.6B
– –
-270,500
Closed -$8.53M
IBB icon
4237
iShares Biotechnology ETF
IBB
$9.89B
– –
-10,600
Closed -$1.24M
IBP icon
4238
Installed Building Products
IBP
$6.5B
– –
-91,000
Closed -$7.37M
IDV icon
4239
iShares International Select Dividend ETF
IDV
$8.52B
– –
-110,700
Closed -$2.49M
IDXX icon
4240
Idexx Laboratories
IDXX
$45B
– –
-58,004
Closed -$18.9M
IEF icon
4241
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
– –
-85,100
Closed -$8.17M
IGF icon
4242
iShares Global Infrastructure ETF
IGF
$10.7B
– –
-48,700
Closed -$2.04M
IHDG icon
4243
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.25B
– –
-5,575
Closed -$200K
IIIN icon
4244
Insteel Industries
IIIN
$631M
– –
-62,440
Closed -$1.66M
QTEX
4245
QTREX Quantum
QTEX
$55.2M
– –
-21,900
Closed -$31K
ILPT
4246
Industrial Logistics Properties Trust
ILPT
$597M
– –
-155,000
Closed -$853K
IMMX icon
4247
Immix Biopharma
IMMX
$812M
– –
-27,050
Closed -$37K
IMUX icon
4248
Immunic
IMUX
$210M
– –
-13,067
Closed -$413K
IRBT
4249
DELISTED
iRobot
IRBT
– –
-117,200
Closed -$6.6M
IRS
4250
IRSA Inversiones y Representaciones
IRS
$1.24B
– –
-13,731
Closed -$58K
168 169
170
171 172

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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.