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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
ZD icon
4476
Ziff Davis
ZD
$1.83B
– –
-40,400
Closed -$3.01M
ZVIA icon
4477
Zevia
ZVIA
$105M
– –
-159,428
Closed -$448K
ZWS icon
4478
Zurn Elkay Water Solutions
ZWS
$8.6B
– –
-546,193
Closed -$14.9M
PDYN icon
4479
Palladyne AI
PDYN
$312M
– –
-2,200
Closed -$35K
VRN
4480
DELISTED
Veren
VRN
– –
-869,387
Closed -$6.19M
TE
4481
T1 Energy
TE
$1.53B
– –
-164,900
Closed -$1.13M
SEI
4482
Solaris Energy Infrastructure
SEI
$3.87B
– –
-15,700
Closed -$171K
MAGN
4483
Magnera Corp
MAGN
$444M
– –
-15,808
Closed -$1.41M
MTVA
4484
MetaVia Inc
MTVA
$7.33M
– –
-22
Closed -$28K
DVLT
4485
Datavault AI
DVLT
$262M
– –
-3
Closed -$28K
QQQH
4486
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
$384M
– –
-7,862
Closed -$302K
FBMS
4487
DELISTED
The First Bancshares, Inc.
FBMS
– –
-41,700
Closed -$1.19M
BACK
4488
DELISTED
IMAC Holdings, Inc. Common Stock
BACK
– –
-858
Closed -$21K
ATXI
4489
DELISTED
Avenue Therapeutics, Inc. Common Stock
ATXI
– –
-111
Closed -$34K
BCOW
4490
DELISTED
1895 Bancorp of Wisconsin
BCOW
– –
-10,200
Closed -$105K
OMGA
4491
DELISTED
Omega Therapeutics, Inc. Common Stock
OMGA
– –
-95,663
Closed -$364K
HTLF
4492
DELISTED
Heartland Financial USA, Inc.
HTLF
– –
-22,400
Closed -$930K
B
4493
DELISTED
Barnes Group Inc.
B
– –
-49,000
Closed -$1.53M
AGR
4494
DELISTED
Avangrid, Inc.
AGR
– –
-97,400
Closed -$4.49M
FRES
4495
DELISTED
Fresh2 Group Limited American Depositary Shares
FRES
– –
-312
Closed -$18K
BSCO
4496
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
– –
-22,161
Closed -$460K
IBDP
4497
DELISTED
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
– –
-26,860
Closed -$665K
RCM
4498
DELISTED
R1 RCM Inc. Common Stock
RCM
– –
-91,300
Closed -$1.91M
EXAI
4499
DELISTED
Exscientia Plc American Depositary Shares
EXAI
– –
-14,100
Closed -$154K
PIXY
4500
DELISTED
ShiftPixy, Inc. Common Stock
PIXY
– –
0
– -$5K
178 179
180
181 182

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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.