Jim Simons Renaissance Technologies
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$839M |
| 2 |
Amazon
AMZN
|
+$810M |
| 3 |
Tesla
TSLA
|
+$644M |
| 4 |
TSMC
TSM
|
+$546M |
| 5 |
Johnson & Johnson
JNJ
|
+$389M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$891M |
| 2 |
Home Depot
HD
|
+$441M |
| 3 |
JPMorgan Chase
JPM
|
+$335M |
| 4 |
NVO
Novo Nordisk
NVO
|
+$317M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
576
Haleon
HLN
$43.2B
| $27.1M | 0.04% |
3,392,621
+819,500
| +32% | +$5.58M |
|
577
EOG Resources
EOG
$74.2B
| $27.1M | 0.04% |
+209,500
| New | +$27.9M |
|
578
Quanex
NX
$981M
| $27.1M | 0.04% |
1,145,307
-140,300
| -11% | -$3.16M |
|
579
Myers Industries
MYE
$1.25B
| $27.1M | 0.04% |
1,216,997
-154,700
| -11% | -$3.21M |
|
580
Under Armour
UAA
$2.3B
| $26.9M | 0.04% |
2,644,052
-643,153
| -20% | -$5.56M |
|
581
Xcel Energy
XEL
$49.3B
| $26.8M | 0.04% |
382,400
-886,600
| -70% | -$59M |
|
582
Vir Biotechnology
VIR
$1.52B
| $26.8M | 0.04% |
1,058,400
-454,094
| -30% | -$11.1M |
|
583
Collegium Pharmaceutical
COLL
$913M
| $26.8M | 0.04% |
1,154,319
-86,499
| -7% | -$1.74M |
|
584
Capri Holdings
CPRI
$1.77B
| $26.8M | 0.04% |
466,700
+52,500
| +13% | +$2.65M |
|
|
RXDX
585
DELISTED
Prometheus Biosciences, Inc. Common Stock
RXDX
| $26.7M | 0.04% |
242,575
+132,300
| +120% | +$8.58M |
|
|
CAJ
586
DELISTED
Canon, Inc.
CAJ
| $26.6M | 0.04% |
1,228,843
-44,664
| -4% | -$995K |
|
|
MASI
587
DELISTED
Masimo
MASI
| $26.6M | 0.04% |
179,700
+131,900
| +276% | +$18.1M |
|
588
Clear Secure
YOU
$4.7B
| $26.5M | 0.04% |
965,000
+285,100
| +42% | +$7.85M |
|
|
KNBE
589
DELISTED
KnowBe4, Inc. Class A Common Stock
KNBE
| $26.4M | 0.04% |
1,067,200
+156,800
| +17% | +$3.82M |
|
590
Revvity
RVTY
$13.1B
| $26.3M | 0.04% |
187,400
+3,400
| +2% | +$458K |
|
591
Independent Bank
INDB
$4.05B
| $26.2M | 0.04% |
310,652
-18,200
| -6% | -$1.54M |
|
592
TAL Education Group
TAL
$6.43B
| $26M | 0.04% |
3,692,900
+406,100
| +12% | +$2.25M |
|
593
Markel Group
MKL
$22.8B
| $25.8M | 0.04% |
19,611
-6,010
| -23% | -$7.43M |
|
594
Regal Rexnord
RRX
$11.4B
| $25.7M | 0.04% |
+214,315
| New | +$28.1M |
|
595
Liquidity Services
LQDT
$1.35B
| $25.7M | 0.04% |
1,827,464
-139,700
| -7% | -$2.24M |
|
596
Diageo
DEO
$52.8B
| $25.6M | 0.04% |
143,800
-19,400
| -12% | -$3.4M |
|
597
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.97B
| $25.6M | 0.04% |
841,800
+704,786
| +514% | +$21.4M |
|
598
Henry Schein
HSIC
$10B
| $25.6M | 0.04% |
320,012
-207,792
| -39% | -$15.7M |
|
|
PCH
599
DELISTED
PotlatchDeltic
PCH
| $25.4M | 0.03% |
576,400
-39,899
| -6% | -$1.81M |
|
600
Emcor
EME
$36.7B
| $25.3M | 0.03% |
170,600
+73,000
| +75% | +$10.4M |
|
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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.