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
PCEF icon
4476
Invesco CEF Income Composite ETF
PCEF
$817M
– –
-15,900
Closed -$351K
PDP icon
4477
Invesco Dorsey Wright Momentum ETF
PDP
$1.49B
– –
-8,600
Closed -$697K
PDS
4478
Precision Drilling
PDS
$1.07B
– –
-62,895
Closed -$4.66M
PEY icon
4479
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.16B
– –
-15,100
Closed -$330K
PFE icon
4480
Pfizer
PFE
$152B
– –
-6,011,941
Closed -$311M
PFF icon
4481
iShares Preferred and Income Securities ETF
PFF
$13.2B
– –
-135,800
Closed -$4.95M
PFXF icon
4482
VanEck Preferred Securities ex Financials ETF
PFXF
$2.45B
– –
-38,899
Closed -$799K
PGX icon
4483
Invesco Preferred ETF
PGX
$3.76B
– –
-584,100
Closed -$7.93M
IFLN
4484
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$306M
– –
-34,200
Closed -$628K
PHO icon
4485
Invesco Water Resources ETF
PHO
$2.09B
– –
-13,900
Closed -$737K
PHR icon
4486
Phreesia
PHR
$758M
– –
-178,200
Closed -$4.7M
PICK icon
4487
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.33B
– –
-34,220
Closed -$1.75M
PJT icon
4488
PJT Partners
PJT
$4.48B
– –
-12,600
Closed -$795K
PKW icon
4489
Invesco BuyBack Achievers ETF
PKW
$1.77B
– –
-5,200
Closed -$470K
PLAG icon
4490
Planet Green Holdings
PLAG
$82.7M
– –
-5,119
Closed -$46K
PLBY icon
4491
Playboy Inc
PLBY
$163M
– –
-178,100
Closed -$2.33M
PLSE icon
4492
Pulse Biosciences
PLSE
$3.17B
– –
-77,824
Closed -$378K
PNTG icon
4493
Pennant Group
PNTG
$1.33B
– –
-21,761
Closed -$405K
PODD icon
4494
Insulet
PODD
$10B
– –
-182,900
Closed -$48.7M
POLA icon
4495
Polar Power
POLA
$6.89M
– –
-15,341
Closed -$344K
PPBT
4496
Purple Biotech
PPBT
$2.52M
– –
-251
Closed -$198K
PPG icon
4497
PPG Industries
PPG
$25.8B
– –
-77,700
Closed -$10.2M
PPLT
4498
abrdn Physical Platinum Shares ETF
PPLT
$2.03B
– –
-119,000
Closed -$1.09M
PRCH icon
4499
Porch Group
PRCH
$1.79B
– –
-46,100
Closed -$320K
PSO icon
4500
Pearson
PSO
$9.72B
– –
-234,800
Closed -$2.34M
178 179
180
181 182

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.