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
-13.57%
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
$84.5B
AUM Growth
-$745M
Cap. Flow
+$13.7B
Cap. Flow %
16.26%
Top 10 Hldgs %
10.97%
Holding
4,738
New
694
Increased
1,955
Reduced
1,481
Closed
562

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$1.04B
2
CVX icon
Chevron
CVX
+$820M
3
SHOP icon
Shopify
SHOP
+$599M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$539M
5
META icon
Meta Platforms (Facebook)
META
+$479M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$675M
2
TSLA icon
Tesla
TSLA
+$661M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$633M
4
VZ icon
Verizon
VZ
+$533M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$377M

Sector Composition

Rank Sector Weight
1 Healthcare 19.41%
2 Technology 16.8%
3 Consumer Staples 11.12%
4 Consumer Discretionary 10.11%
5 Financials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NAT icon
4451
Nordic American Tanker
NAT
$1.31B
– –
-513,800
Closed -$1.09M
NDLS icon
4452
Noodles & Co
NDLS
$93M
– –
-29,835
Closed -$1.43M
NE icon
4453
Noble Corp
NE
$7.1B
– –
-6,100
Closed -$214K
NEO icon
4454
NeoGenomics
NEO
$2.12B
– –
-246,000
Closed -$2.99M
NEON icon
4455
Neonode
NEON
$16.4M
– –
-39,211
Closed -$238K
NEPH icon
4456
Nephros
NEPH
$46.4M
– –
-20,317
Closed -$89K
NHI icon
4457
National Health Investors
NHI
$3.44B
– –
-70,000
Closed -$4.13M
NNDM
4458
Nano Dimension
NNDM
$349M
– –
-1,097,032
Closed -$3.9M
NNOX icon
4459
Nano X Imaging
NNOX
$77.3M
– –
-568,990
Closed -$6.17M
NOV icon
4460
NOV
NOV
$7.49B
– –
-52,100
Closed -$1.02M
NRG icon
4461
NRG Energy
NRG
$25.2B
– –
-138,116
Closed -$5.3M
NRGU icon
4462
MicroSectors U.S. Big Oil 3x Leveraged ETNs due Feb 17 2045
NRGU
$23.5M
– –
-1,400
Closed -$600K
NTRA icon
4463
Natera
NTRA
$45.1B
– –
-140,500
Closed -$5.72M
NU icon
4464
Nu Holdings
NU
$65.9B
– –
-27,700
Closed -$214K
NWBI icon
4465
Northwest Bancshares
NWBI
$2.29B
– –
-14,900
Closed -$201K
IMDX
4466
Insight Molecular Diagnostics
IMDX
$145M
– –
-7,873
Closed -$235K
OIH icon
4467
VanEck Oil Services ETF
OIH
$1.97B
– –
-7,790
Closed -$2.2M
OM icon
4468
Outset Medical
OM
$90.6M
– –
-3,427
Closed -$2.33M
OMCL icon
4469
Omnicell
OMCL
$1.68B
– –
-11,543
Closed -$1.5M
OMF icon
4470
OneMain Financial
OMF
$7.32B
– –
-218,500
Closed -$10.4M
ONB icon
4471
Old National Bancorp
ONB
$10.3B
– –
-500,747
Closed -$8.2M
ON icon
4472
ON Semiconductor
ON
$31.6B
– –
-451,096
Closed -$28.2M
OSK icon
4473
Oshkosh
OSK
$9.62B
– –
-56,200
Closed -$5.66M
OTLY
4474
Oatly Group
OTLY
$416M
– –
-82,470
Closed -$8.26M
PAVM icon
4475
PAVmed
PAVM
$33.7M
– –
-699
Closed -$415K
177 178
179
180 181

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

Jim Simons's Q2 2022 Portfolio in Review

As of Q2 2022, Jim Simons held 4,738 positions worth $84.5B, down 0.87% from $85.2B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons deployed $13.7B of net new capital in Q2 2022, opening 694 new positions and adding to 1,955 existing holdings. Its largest new stake was Microsoft: 3,820,133 shares worth $981M.

By sector, the portfolio is most concentrated in Healthcare at 19% of assets, up from 19% a quarter earlier, followed by Technology and Consumer Staples.

On the sell side, the largest reduction was Tesla, an estimated $661M trimmed.

  • Jim Simons's largest Q2 2022 buy was Microsoft: 3,820,133 shares worth $981M.
  • Jim Simons added most to Chevron in Q2 2022, an estimated $820M increase.
  • Jim Simons's biggest Q2 2022 reduction was Tesla, cutting an estimated $661M.
  • Jim Simons fully exited Amazon in Q2 2022, selling an estimated $675M.
  • Jim Simons's ten largest holdings make up 11% of its $84.5B portfolio in Q2 2022.
  • Jim Simons opened 694 new positions and closed 562 in Q2 2022.
  • Jim Simons's portfolio value fell 0.87% quarter-over-quarter to $84.5B.

Based on Renaissance Technologies's 13F filing for Q2 2022, filed 12 Aug 2022.