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
+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
MXI icon
4301
iShares Global Materials ETF
MXI
$363M
– –
-3,900
Closed -$265K
MYND
4302
Mynd.ai
MYND
$17.9M
– –
-19,137
Closed -$107K
FEED
4303
ENvue Medical Inc
FEED
$3.59M
– –
-14
Closed -$14K
NDRA icon
4304
ENDRA Life Sciences
NDRA
$5.64M
– –
-8
Closed -$86K
NKE icon
4305
Nike
NKE
$60.3B
– –
-3,781,000
Closed -$314M
NLY icon
4306
Annaly Capital Management
NLY
$17.5B
– –
-2,608,115
Closed -$44.8M
NMRK icon
4307
Newmark Group
NMRK
$2.62B
– –
-26,000
Closed -$210K
NOVT icon
4308
Novanta
NOVT
$6.27B
– –
-44,800
Closed -$5.18M
NUGT icon
4309
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$1.25B
– –
-29,259
Closed -$741K
NUWE icon
4310
Nuwellis
NUWE
$525K
– –
0
– -$99K
NXPI icon
4311
NXP Semiconductors
NXPI
$59.7B
– –
-562,188
Closed -$82.9M
ADAM
4312
Adamas Trust
ADAM
$917M
– –
-29,525
Closed -$276K
OEF icon
4313
iShares S&P 100 ETF
OEF
$20.4B
– –
-3,700
Closed -$601K
ONEQ icon
4314
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.8B
– –
-14,000
Closed -$580K
ORGN
4315
DELISTED
Origin Materials
ORGN
– –
-10,066
Closed -$1.56M
OTLK icon
4316
Outlook Therapeutics
OTLK
$217M
– –
-2,515
Closed -$61K
OUNZ icon
4317
VanEck Merk Gold Trust
OUNZ
$2.74B
– –
-178,400
Closed -$2.88M
OUST icon
4318
Ouster
OUST
$3.26B
– –
-41,276
Closed -$398K
PACK icon
4319
Ranpak Holdings
PACK
$462M
– –
-269,113
Closed -$920K
PAGS icon
4320
PagSeguro Digital
PAGS
$2.43B
– –
-1,004,000
Closed -$13.3M
PALI icon
4321
Palisade Bio
PALI
$356M
– –
-683
Closed -$51K
PATK icon
4322
Patrick Industries
PATK
$2.71B
– –
-16,353
Closed -$478K
PAYX icon
4323
Paychex
PAYX
$42.4B
– –
-271,601
Closed -$30.5M
PEN icon
4324
Penumbra
PEN
$12.8B
– –
-136,400
Closed -$25.9M
PFIX icon
4325
Simplify Interest Rate Hedge ETF
PFIX
$177M
– –
-17,690
Closed -$1.21M
171 172
173
174 175

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 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.