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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
PHCF
4551
DELISTED
Puhui Wealth Investment Management Co., Ltd.
PHCF
– –
-4,933
Closed -$14K
LOTZ
4552
DELISTED
CarLotz, Inc. Class A Common Stock
LOTZ
– –
-1,189,839
Closed -$357K
AKUS
4553
DELISTED
Akouos Inc
AKUS
– –
-98,800
Closed -$668K
ELOX
4554
DELISTED
Eloxx Pharmaceuticals, Inc. Common Stock
ELOX
– –
-3,338
Closed -$23K
AGTC
4555
DELISTED
Applied Genetic Technologies Corporation
AGTC
– –
-1,137,508
Closed -$309K
EQOS
4556
DELISTED
EQONEX LIMITED Ordinary Shares
EQOS
– –
-102,759
Closed -$41K
RADA
4557
DELISTED
Rada Electronic Industries Ltd
RADA
– –
-89,500
Closed -$862K
AERI
4558
DELISTED
Aerie Pharmaceuticals
AERI
– –
-795,473
Closed -$12M
TEN
4559
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
– –
-75,900
Closed -$1.32M
ECOM
4560
DELISTED
CHANNELADVISOR CORPORATION
ECOM
– –
-183,200
Closed -$4.15M
LOGC
4561
DELISTED
LogicBio Therapeutics, Inc. Common Stock
LOGC
– –
-282,877
Closed -$77K
MITO
4562
DELISTED
Stealth BioTherapeutics Corp. ADS
MITO
– –
-96,944
Closed -$30K
SMTS
4563
DELISTED
Sierra Metals Inc. Common Stock
SMTS
– –
-30,759
Closed -$15K
STZ.B
4564
DELISTED
CONSTELLATION BRANDS, INC. CLASS B
STZ.B
– –
-7,500
Closed -$2.28M
ZVO
4565
DELISTED
Zovio Inc. Common Stock
ZVO
– –
-1,259,487
Closed -$180K
IS
4566
DELISTED
ironSource Ltd.
IS
– –
-4,092,200
Closed -$14.1M
FHS
4567
DELISTED
First High-School Education Group Co., Ltd. American Depositary Shares (each representing three (3) Class A Ordinary Shares)
FHS
– –
-71,700
Closed -$43K
FNHC
4568
DELISTED
FedNat Holding Company Common Stock
FNHC
– –
-578,049
Closed -$66K
CYBE
4569
DELISTED
Cyberoptics Corp
CYBE
– –
-75,800
Closed -$4.08M
STON
4570
DELISTED
StoneMor Inc.
STON
– –
-22,300
Closed -$76K
QTNT
4571
DELISTED
Quotient Limited Ordinary Shares
QTNT
– –
-25,419
Closed -$153K
PZN
4572
DELISTED
Pzena Investment Management, Inc. Class A
PZN
– –
-717,050
Closed -$6.8M
TWTR
4573
DELISTED
Twitter, Inc.
TWTR
– –
-247,796
Closed -$10.9M
MN
4574
DELISTED
MANNING & NAPIER, INC.
MN
– –
-1,008,868
Closed -$12.4M
AVLR
4575
DELISTED
Avalara, Inc.
AVLR
– –
-30,200
Closed -$2.77M
181 182
183
184 185

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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.