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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
TEX icon
4401
Terex
TEX
$7.74B
– –
-318,800
Closed -$8.73M
TFC icon
4402
Truist Financial
TFC
$63.9B
– –
-472,417
Closed -$22.4M
TFI icon
4403
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
– –
-206,577
Closed -$9.47M
TFX icon
4404
Teleflex
TFX
$5.91B
– –
-23,900
Closed -$5.88M
TGT icon
4405
Target
TGT
$69.2B
– –
-1,100,290
Closed -$155M
CNTN
4406
Canton Strategic Holdings
CNTN
$147M
– –
-30
Closed -$9K
TIL icon
4407
Instil Bio
TIL
$50.8M
– –
-17,752
Closed -$1.64M
VBIO
4408
Valion Bio
VBIO
$1.29M
– –
-22
Closed -$73K
TJX icon
4409
TJX Companies
TJX
$172B
– –
-1,222,308
Closed -$68.3M
TLRY icon
4410
Tilray
TLRY
$651M
– –
-33,185
Closed -$1.03M
TMP icon
4411
Tompkins Financial
TMP
$1.43B
– –
-3,400
Closed -$245K
TNC icon
4412
Tennant Co
TNC
$1.13B
– –
-3,800
Closed -$225K
TOPS icon
4413
TOP Ships
TOPS
$4.27M
– –
-752
Closed -$68K
TOTL icon
4414
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.99B
– –
-24,600
Closed -$1.04M
TRNS icon
4415
Transcat
TRNS
$893M
– –
-36,100
Closed -$2.05M
TROW icon
4416
T. Rowe Price
TROW
$24.3B
– –
-2,100
Closed -$239K
TRV icon
4417
Travelers Companies
TRV
$78.3B
– –
-70,100
Closed -$11.9M
TRUP icon
4418
Trupanion
TRUP
$1.34B
– –
-176,200
Closed -$10.6M
TT icon
4419
Trane Technologies
TT
$106B
– –
-629,568
Closed -$81.8M
TWO
4420
Two Harbors Investment
TWO
$1.26B
– –
-138,365
Closed -$2.76M
UBCP icon
4421
United Bancorp
UBCP
$93M
– –
-11,378
Closed -$186K
FLZH
4422
Flash Sports & Media Holdings
FLZH
$71.6M
– –
-1,408
Closed -$170K
UL icon
4423
Unilever
UL
$134B
– –
-805,458
Closed -$41.5M
UMH
4424
UMH Properties
UMH
$1.38B
– –
-61,700
Closed -$1.09M
UPS icon
4425
United Parcel Service
UPS
$88.8B
– –
-109,800
Closed -$20M
175 176
177
178 179

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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.