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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
-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
NTB icon
4301
Bank of N.T. Butterfield & Son
NTB
$2.48B
– –
-53,694
Closed -$1.68M
NTLA icon
4302
Intellia Therapeutics
NTLA
$1.68B
– –
-119,600
Closed -$6.19M
NTST
4303
NETSTREIT Corp
NTST
$2.05B
– –
-77,600
Closed -$1.46M
NUE icon
4304
Nucor
NUE
$61.5B
– –
-73,300
Closed -$7.65M
NVCR icon
4305
NovoCure
NVCR
$2.04B
– –
-18,386
Closed -$1.28M
NVST icon
4306
Envista
NVST
$4.54B
– –
-62,800
Closed -$2.42M
NVX
4307
NOVONIX
NVX
$107M
– –
-10,499
Closed -$69K
NWG icon
4308
NatWest
NWG
$76.6B
– –
-75,586
Closed -$444K
NWN icon
4309
Northwest Natural Holdings
NWN
$2.12B
– –
-20,400
Closed -$1.08M
O icon
4310
Realty Income
O
$58.7B
– –
-24,900
Closed -$1.7M
OCGN icon
4311
Ocugen
OCGN
$468M
– –
-621,856
Closed -$1.41M
OGS icon
4312
ONE Gas
OGS
$5.02B
– –
-20,600
Closed -$1.67M
OLB icon
4313
OLB
OLB
$4.4M
– –
-12,250
Closed -$108K
OLLI icon
4314
Ollie's Bargain Outlet
OLLI
$4.62B
– –
-359,500
Closed -$21.1M
OMER icon
4315
Omeros
OMER
$968M
– –
-540,400
Closed -$1.49M
ORCL icon
4316
Oracle
ORCL
$432B
– –
-1,395,232
Closed -$97.5M
ORMP icon
4317
Oramed Pharmaceuticals
ORMP
$183M
– –
-359,697
Closed -$1.65M
OTRK
4318
DELISTED
Ontrak
OTRK
– –
-746
Closed -$71K
OUT icon
4319
Outfront Media
OUT
$5.32B
– –
-1,143,175
Closed -$19.1M
OXY icon
4320
Occidental Petroleum
OXY
$58.6B
– –
-118,444
Closed -$6.97M
OZ icon
4321
Belpointe PREP
OZ
$191M
– –
-3,500
Closed -$342K
PACB icon
4322
Pacific Biosciences
PACB
$339M
– –
-114,200
Closed -$505K
PBW icon
4323
Invesco WilderHill Clean Energy ETF
PBW
$462M
– –
-5,000
Closed -$229K
PCY icon
4324
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.39B
– –
-14,000
Closed -$259K
PDEX icon
4325
Pro-Dex
PDEX
$212M
– –
-10,540
Closed -$168K
171 172
173
174 175

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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.