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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
+8.19%
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
$73.1B
AUM Growth
+$2.4B
Cap. Flow
-$1.43B
Cap. Flow %
-1.96%
Top 10 Hldgs %
11.25%
Holding
4,601
New
626
Increased
1,390
Reduced
2,018
Closed
524

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$839M
2
AMZN icon
Amazon
AMZN
+$810M
3
TSLA icon
Tesla
TSLA
+$644M
4
TSM icon
TSMC
TSM
+$546M
5
JNJ icon
Johnson & Johnson
JNJ
+$389M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$891M
2
HD icon
Home Depot
HD
+$441M
3
JPM icon
JPMorgan Chase
JPM
+$335M
4
NVO
Novo Nordisk
NVO
+$317M
5
ASML icon
ASML
ASML
+$315M

Sector Composition

Rank Sector Weight
1 Healthcare 20.81%
2 Technology 15.51%
3 Consumer Discretionary 11.84%
4 Consumer Staples 10.09%
5 Financials 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IMV
4526
DELISTED
IMV Inc. Common Shares
IMV
– –
-10,221
Closed -$53K
PRVB
4527
DELISTED
Provention Bio, Inc. Common Stock
PRVB
– –
-31,321
Closed -$141K
IBA
4528
DELISTED
Industrias Bachoco SAB De C.V.
IBA
– –
-593,132
Closed -$27.3M
CIH
4529
DELISTED
China Index Holdings Limited American Depository Shares
CIH
– –
-10,400
Closed -$9K
AIMC
4530
DELISTED
Altra Industrial Motion Corp
AIMC
– –
-93,009
Closed -$3.13M
OBSV
4531
DELISTED
ObsEva SA Ordinary Shares
OBSV
– –
-146,900
Closed -$21K
LYLT
4532
DELISTED
Loyalty Ventures Inc. Common Stock
LYLT
– –
-122,000
Closed -$148K
CINC
4533
DELISTED
CinCor Pharma, Inc. Common Stock
CINC
– –
-7,000
Closed -$230K
HYRE
4534
DELISTED
HyreCar Inc. Common Stock
HYRE
– –
-33,198
Closed -$31K
SJI
4535
DELISTED
South Jersey Industries, Inc.
SJI
– –
-105,300
Closed -$3.52M
OG
4536
DELISTED
Onion Global Limited American Depositary Shares (each ten (10) ADSs representing one (1) Class A Ordinary Share)
OG
– –
-11,246
Closed -$4K
CORZ
4537
DELISTED
Core Scientific, Inc. Common Stock
CORZ
– –
-309,488
Closed -$402K
DS
4538
DELISTED
Drive Shack Inc.
DS
– –
-249,415
Closed -$155K
CHRA
4539
DELISTED
Charah Solutions, Inc Common Stock
CHRA
– –
-3,600
Closed -$66K
AATC
4540
DELISTED
Autoscope Technologies Corporation Common Stock
AATC
– –
-197,549
Closed -$899K
RBCN
4541
DELISTED
Rubicon Technology, Inc.
RBCN
– –
-90,671
Closed -$194K
MNRL
4542
DELISTED
Brigham Minerals, Inc. Class A Common Stock
MNRL
– –
-363,600
Closed -$8.97M
HIL
4543
DELISTED
Hill International, Inc. Common Stock
HIL
– –
-166,890
Closed -$554K
OTIC
4544
DELISTED
Otonomy, Inc.
OTIC
– –
-344,726
Closed -$102K
ABMD
4545
DELISTED
Abiomed Inc
ABMD
– –
-1,265,800
Closed -$311M
CLVS
4546
DELISTED
Clovis Oncology, Inc.
CLVS
– –
-2,209,700
Closed -$2.63M
HTGM
4547
DELISTED
HTG Molecular Diagnostics, Inc. Common Stock
HTGM
– –
-7,200
Closed -$53K
BTRS
4548
DELISTED
BTRS Holdings Inc. Class 1 Common Stock
BTRS
– –
-521,200
Closed -$4.83M
SCPS
4549
DELISTED
Scopus BioPharma Inc. Common Stock
SCPS
– –
-61,104
Closed -$15K
NH
4550
DELISTED
NantHealth, Inc
NH
– –
-2,507
Closed -$9K
180 181
182
183 184

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Jim Simons's Q4 2022 Portfolio in Review

As of Q4 2022, Jim Simons held 4,601 positions worth $73.1B, up 3.4% from $70.7B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons's Q4 2022 filing shows 626 new, 1,390 increased, 2,018 reduced and 524 closed positions. Its largest new stake was Johnson & Johnson: 2,254,125 shares worth $398M. The largest sale was Microsoft, an estimated $891M.

By sector, the portfolio is most concentrated in Healthcare at 21% of assets, up from 19% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Jim Simons's largest Q4 2022 buy was Johnson & Johnson: 2,254,125 shares worth $398M.
  • Jim Simons added most to Apple in Q4 2022, an estimated $839M increase.
  • Jim Simons's biggest Q4 2022 reduction was Novo Nordisk, cutting an estimated $317M.
  • Jim Simons fully exited Microsoft in Q4 2022, selling an estimated $891M.
  • Jim Simons's ten largest holdings make up 11% of its $73.1B portfolio in Q4 2022.
  • Jim Simons opened 626 new positions and closed 524 in Q4 2022.
  • Jim Simons's portfolio value rose 3.4% quarter-over-quarter to $73.1B.

Based on Renaissance Technologies's 13F filing for Q4 2022, filed 13 Feb 2023.