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
MGRC icon
4276
McGrath RentCorp
MGRC
$2.9B
– –
-7,995
Closed -$608K
MIRM icon
4277
Mirum Pharmaceuticals
MIRM
$6.07B
– –
-41,500
Closed -$808K
MLPX icon
4278
Global X MLP & Energy Infrastructure ETF
MLPX
$3.57B
– –
-5,900
Closed -$225K
MMM icon
4279
3M
MMM
$93.7B
– –
-1,026,168
Closed -$111M
MMSI icon
4280
Merit Medical Systems
MMSI
$5.4B
– –
-25,409
Closed -$1.38M
MRVL icon
4281
Marvell Technology
MRVL
$199B
– –
-2,600,642
Closed -$113M
MSGM icon
4282
Motorsport Games
MSGM
$19.3M
– –
-3,451
Closed -$23K
MSI icon
4283
Motorola Solutions
MSI
$77.1B
– –
-29,800
Closed -$6.25M
MTDR icon
4284
Matador Resources
MTDR
$6.49B
– –
-365,400
Closed -$17M
MTG icon
4285
MGIC Investment
MTG
$6.28B
– –
-93,100
Closed -$1.17M
MTUM icon
4286
iShares MSCI USA Momentum Factor ETF
MTUM
$26B
– –
-3,200
Closed -$436K
MUB icon
4287
iShares National Muni Bond ETF
MUB
$45.9B
– –
-183,400
Closed -$19.5M
MUNI icon
4288
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.12B
– –
-160,403
Closed -$8.26M
BINI
4289
DELISTED
Bollinger Innovations
BINI
– –
0
– -$46K
MWA icon
4290
Mueller Water Products
MWA
$4.03B
– –
-129,300
Closed -$1.52M
MYSZ icon
4291
My Size
MYSZ
$1.81M
– –
-1,474
Closed -$56K
NAIL icon
4292
Direxion Daily Homebuilders & Supplies Bull 3X ETF
NAIL
$563M
– –
-27,600
Closed -$676K
NBTB icon
4293
NBT Bancorp
NBTB
$2.76B
– –
-12,500
Closed -$470K
NCLH icon
4294
Norwegian Cruise Line
NCLH
$8.65B
– –
-149,100
Closed -$1.66M
NCMI icon
4295
National CineMedia
NCMI
$225M
– –
-4,510
Closed -$41K
NCSM icon
4296
NCS Multistage Holdings
NCSM
$134M
– –
-10,426
Closed -$323K
NDAQ icon
4297
Nasdaq
NDAQ
$53.1B
– –
-159,900
Closed -$8.13M
NEGG icon
4298
Newegg Commerce
NEGG
$387M
– –
-1,036
Closed -$76K
NIC icon
4299
Nicolet Bankshares
NIC
$3.73B
– –
-8,082
Closed -$585K
NNI icon
4300
Nelnet
NNI
$4.52B
– –
-2,700
Closed -$230K
170 171
172
173 174

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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.