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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
CTEK
4576
DELISTED
CynergisTek, Inc.
CTEK
– –
-154,383
Closed -$185K
AUTO
4577
DELISTED
AutoWeb, Inc. Common Stock
AUTO
– –
-512,511
Closed -$195K
CRXT
4578
DELISTED
Clarus Therapeutics Holdings, Inc. Common Stock
CRXT
– –
-122,277
Closed -$47K
POLY
4579
DELISTED
Plantronics, Inc.
POLY
– –
-51,000
Closed -$2.02M
ENDP
4580
DELISTED
Endo International plc
ENDP
– –
-12,517,401
Closed -$5.83M
RTLR
4581
DELISTED
Rattler Midstream LP Common Units
RTLR
– –
-42,100
Closed -$575K
SMED
4582
DELISTED
Sharps Compliance Corp
SMED
– –
-529,346
Closed -$1.55M
CDR
4583
DELISTED
Cedar Realty Trust, Inc
CDR
– –
-178,012
Closed -$5.13M
TPTX
4584
DELISTED
Turning Point Therapeutics, Inc. Common Stock
TPTX
– –
-7,400
Closed -$557K
SAIL
4585
DELISTED
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
– –
-1,808,400
Closed -$113M
ATC
4586
DELISTED
Atotech Limited
ATC
– –
-629,400
Closed -$12.2M
RDUS
4587
DELISTED
Radius Health, Inc.
RDUS
– –
-101,000
Closed -$1.05M
EPZM
4588
DELISTED
Epizyme, Inc
EPZM
– –
-393,000
Closed -$578K
BLCT
4589
DELISTED
BlueCity Holdings Limited American Depositary Shares
BLCT
– –
-52,700
Closed -$78K
OBCI
4590
DELISTED
Ocean Bio-Chem Inc
OBCI
– –
-235,300
Closed -$3.03M
ACC
4591
DELISTED
American Campus Communities, Inc.
ACC
– –
-1,741,300
Closed -$112M
NPTN
4592
DELISTED
NEOPHOTONICS CORP
NPTN
– –
-1,236,457
Closed -$19.4M
MILE
4593
DELISTED
Metromile, Inc. Common Stock
MILE
– –
-368,500
Closed -$338K
WBT
4594
DELISTED
Welbilt, Inc.
WBT
– –
-1,464,237
Closed -$34.9M
XELA
4595
DELISTED
Exela Technologies, Inc. Common Stock
XELA
– –
-3,966
Closed -$1.81M
SAFM
4596
DELISTED
Sanderson Farms Inc
SAFM
– –
-861,718
Closed -$186M
GPL
4597
DELISTED
Great Panther Mining Limited
GPL
– –
-282,303
Closed -$348K
MIC
4598
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
– –
-604,617
Closed -$2.36M
NTUS
4599
DELISTED
Natus Medical Inc
NTUS
– –
-427,300
Closed -$14M
SREV
4600
DELISTED
ServiceSource International, Inc.
SREV
– –
-3,601,861
Closed -$5.29M
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.