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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
HNGR
4551
DELISTED
Hanger Inc.
HNGR
– –
-143,291
Closed -$2.05M
AMPE
4552
DELISTED
Ampio Pharmaceuticals Inc.
AMPE
– –
-1,453
Closed -$73K
CHNG
4553
DELISTED
Change Healthcare Inc. Common Stock
CHNG
– –
-224,300
Closed -$5.17M
GCP
4554
DELISTED
GCP Applied Technologies Inc.
GCP
– –
-612,200
Closed -$19.1M
BBQ
4555
DELISTED
BBQ Holdings, Inc. Common Stock
BBQ
– –
-461,375
Closed -$4.81M
HMLP
4556
DELISTED
HOEGH LNG PARTNERS LP
HMLP
– –
-688,368
Closed -$6.19M
MOHO
4557
DELISTED
ECMOHO Limited American Depositary Shares
MOHO
– –
-276,707
Closed -$45K
TYME
4558
DELISTED
Tyme Technologies, Inc. Common Stock
TYME
– –
-1,226,721
Closed -$343K
USAK
4559
DELISTED
USA Truck Inc
USAK
– –
-120,000
Closed -$3.77M
HLG
4560
DELISTED
Hailiang Education Group Inc. American Depositary Shares
HLG
– –
-48,521
Closed -$636K
MANT
4561
DELISTED
Mantech International Corp
MANT
– –
-107,295
Closed -$10.2M
CTT
4562
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
– –
-2,477,667
Closed -$24.9M
HMTV
4563
DELISTED
Hemisphere Media Group, Inc.
HMTV
– –
-723,144
Closed -$5.52M
MNDT
4564
DELISTED
Mandiant, Inc. Common Stock
MNDT
– –
-836,500
Closed -$18.3M
ALJJ
4565
DELISTED
ALJ Regional Holdings Inc
ALJJ
– –
-397,471
Closed -$767K
BRCN
4566
DELISTED
Burcon NutraScience Corporation
BRCN
– –
-98,571
Closed -$39K
SNP
4567
DELISTED
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
– –
-2,194,290
Closed -$98.3M
PTR
4568
DELISTED
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
– –
-724,347
Closed -$33.8M
ALNA
4569
DELISTED
Allena Pharmaceuticals
ALNA
– –
-17,200
Closed -$3K
NBEV
4570
DELISTED
NewAge, Inc. Common Stock (Delaware)
NBEV
– –
-527,320
Closed -$118K
CRTD
4571
DELISTED
Creatd Inc. Common Stock
CRTD
– –
-57,494
Closed -$42K
AXU
4572
DELISTED
Alexco Resource Corp
AXU
– –
-1,015,700
Closed -$395K
SHI
4573
DELISTED
Sinopec Shanghai Petrochemical Co., Ltd.
SHI
– –
-326,319
Closed -$5.52M
ACH
4574
DELISTED
Alum Corp of China Ltd
ACH
– –
-399,000
Closed -$3.79M
LFC
4575
DELISTED
China Life Insurance Company Ltd.
LFC
– –
-334,400
Closed -$2.89M
181 182
183
184 185

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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.