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 | |
|---|---|---|---|---|---|---|
601
Watts Water Technologies
WTS
$12.8B
| $25.2M | 0.03% |
172,200
-52,400
| -23% | -$7.55M |
|
602
WillScot Mobile Mini Holdings
WSC
$4.17B
| $25.2M | 0.03% |
+557,301
| New | +$25M |
|
|
CCF
603
DELISTED
Chase Corporation
CCF
| $25.1M | 0.03% |
291,100
-22,100
| -7% | -$1.99M |
|
604
Sylvamo
SLVM
$1.55B
| $25.1M | 0.03% |
516,700
+235,500
| +84% | +$11.3M |
|
605
Champion Homes
SKY
$5.23B
| $25.1M | 0.03% |
487,000
-180,500
| -27% | -$9.6M |
|
606
Haverty Furniture Companies
HVT
$450M
| $25.1M | 0.03% |
838,406
-66,600
| -7% | -$1.95M |
|
607
Vaxcyte
PCVX
$8.76B
| $25M | 0.03% |
521,977
+428,777
| +460% | +$16.8M |
|
608
TechTarget
TTGT
$277M
| $24.8M | 0.03% |
562,300
-135,700
| -19% | -$7.11M |
|
609
Unitil
UTL
$992M
| $24.8M | 0.03% |
482,151
-38,400
| -7% | -$1.95M |
|
|
IBTD
610
DELISTED
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
| $24.7M | 0.03% |
1,001,317
+858,477
| +601% | +$21.2M |
|
611
Vishay Precision Group
VPG
$908M
| $24.7M | 0.03% |
638,314
-49,459
| -7% | -$1.8M |
|
612
Ralph Lauren
RL
$23.1B
| $24.6M | 0.03% |
233,200
-27,200
| -10% | -$2.72M |
|
613
Lantheus
LNTH
$6.59B
| $24.6M | 0.03% |
482,975
+32,544
| +7% | +$2.01M |
|
|
SIX
614
DELISTED
Six Flags Entertainment Corp.
SIX
| $24.5M | 0.03% |
1,055,500
+531,300
| +101% | +$11.4M |
|
615
Invesco Ultra Short Duration ETF
GSY
$3.88B
| $24.4M | 0.03% |
+493,900
| New | +$24.4M |
|
616
Automatic Data Processing
ADP
$110B
| $24.4M | 0.03% |
102,100
-551,429
| -84% | -$135M |
|
|
AIRC
617
DELISTED
Apartment Income REIT Corp.
AIRC
| $24.4M | 0.03% |
710,800
+72,000
| +11% | +$2.64M |
|
618
Dell
DELL
$320B
| $24.4M | 0.03% |
605,777
-842,100
| -58% | -$33.3M |
|
619
Winnebago Industries
WGO
$921M
| $24.4M | 0.03% |
462,200
-15,300
| -3% | -$870K |
|
620
Scotiabank
BNS
$111B
| $24.3M | 0.03% |
497,000
-1,405,200
| -74% | -$69.3M |
|
621
The GEO Group
GEO
$4B
| $24.3M | 0.03% |
2,217,891
+186,900
| +9% | +$1.82M |
|
622
Pinnacle West Capital
PNW
$12.2B
| $24.2M | 0.03% |
318,323
+164,200
| +107% | +$11.7M |
|
623
UFP Industries
UFPI
$5.03B
| $24M | 0.03% |
302,809
-133,100
| -31% | -$10.2M |
|
624
Clearway Energy Class C
CWEN
$7.02B
| $24M | 0.03% |
752,822
-123,400
| -14% | -$4.16M |
|
|
AVTA
625
DELISTED
Avantax, Inc. Common Stock
AVTA
| $23.9M | 0.03% |
937,000
+27,900
| +3% | +$639K |
|
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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.