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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
APPH
4526
DELISTED
AppHarvest, Inc. Common Stock
APPH
– –
-29,900
Closed -$104K
VRAY
4527
DELISTED
ViewRay, Inc.
VRAY
– –
-705,473
Closed -$1.87M
ARDS
4528
DELISTED
Aridis Pharmaceuticals Inc. Common Stock
ARDS
– –
-10,804
Closed -$12K
NYMX
4529
DELISTED
Nymox Pharmaceutical Corp
NYMX
– –
-19,742
Closed -$9K
USX
4530
DELISTED
U.S. Xpress Enterprises, Inc. Class A Common Stock
USX
– –
-148,565
Closed -$398K
BLU
4531
DELISTED
BELLUS Health Inc.
BLU
– –
-64,938
Closed -$598K
CYXT
4532
DELISTED
Cyxtera Technologies, Inc. Class A Common Stock
CYXT
– –
-34,500
Closed -$391K
WEJO
4533
DELISTED
Wejo Group Limited Common Shares
WEJO
– –
-34,200
Closed -$41K
DBD
4534
DELISTED
Diebold Nixdorf Incorporated
DBD
– –
-767,986
Closed -$1.74M
RIDE
4535
DELISTED
Lordstown Motors Corp. Class A Common Stock
RIDE
– –
-112,635
Closed -$2.67M
AUD
4536
DELISTED
Audacy, Inc.
AUD
– –
-298,105
Closed -$281K
CUEN
4537
DELISTED
Cuentas Inc. Common Stock
CUEN
– –
-2,208
Closed -$18K
IAA
4538
DELISTED
IAA, Inc. Common Stock
IAA
– –
-130,600
Closed -$4.28M
TMDI
4539
DELISTED
Titan Medical Inc. Ordinary Shares
TMDI
– –
-38,500
Closed -$20K
LHDX
4540
DELISTED
Lucira Health, Inc. Common Stock
LHDX
– –
-41,800
Closed -$78K
EXN
4541
DELISTED
Excellon Resources Inc.
EXN
– –
-23,800
Closed -$11K
PRTY
4542
DELISTED
Party City Holdco Inc.
PRTY
– –
-420,347
Closed -$555K
OYST
4543
DELISTED
Oyster Point Pharma, Inc. Common Stock
OYST
– –
-18,500
Closed -$80K
LFG
4544
DELISTED
Archaea Energy Inc.
LFG
– –
-90,900
Closed -$1.41M
BSJM
4545
DELISTED
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
– –
-18,100
Closed -$399K
TMBR
4546
DELISTED
Timber Pharmaceuticals, Inc.
TMBR
– –
-316
Closed -$5K
ZY
4547
DELISTED
Zymergen Inc. Common Stock
ZY
– –
-447,167
Closed -$550K
CNVY
4548
DELISTED
Convey Health Solutions Holdings, Inc.
CNVY
– –
-29,200
Closed -$304K
GBL
4549
DELISTED
GAMCO Investors, Inc.
GBL
– –
-97,700
Closed -$2.04M
BRG
4550
DELISTED
Bluerock Residential Growth REIT, Inc.
BRG
– –
-51,900
Closed -$1.36M
180 181
182
183 184

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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.