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 | |
|---|---|---|---|---|---|---|
701
First American
FAF
$7.56B
| $20.4M | 0.03% |
389,800
+178,175
| +84% | +$9.03M |
|
702
Pebblebrook Hotel Trust
PEB
$2.05B
| $20.4M | 0.03% |
1,522,395
+668,295
| +78% | +$10.2M |
|
703
Carriage Services
CSV
$555M
| $20.4M | 0.03% |
740,000
+26,800
| +4% | +$728K |
|
704
Televisa
TV
$1.51B
| $20.4M | 0.03% |
4,464,163
-762,594
| -15% | -$3.96M |
|
705
Barrett Business Services
BBSI
$800M
| $20.3M | 0.03% |
871,200
+70,400
| +9% | +$1.59M |
|
706
Towne Bank
TOWN
$3.5B
| $20.1M | 0.03% |
653,382
-92,100
| -12% | -$2.85M |
|
707
Chord Energy
CHRD
$7.35B
| $20.1M | 0.03% |
146,965
+98,700
| +204% | +$14.5M |
|
708
Semtech
SMTC
$12.4B
| $20.1M | 0.03% |
700,216
+138,200
| +25% | +$3.92M |
|
709
Arrowhead Research
ARWR
$12.1B
| $20M | 0.03% |
493,800
-261,600
| -35% | -$8.67M |
|
710
Fortune Brands Innovations
FBIN
$5.78B
| $20M | 0.03% |
350,700
-99,516
| -22% | -$5.23M |
|
711
Sanmina
SANM
$11.1B
| $20M | 0.03% |
349,033
+130,900
| +60% | +$7.75M |
|
712
Amphenol
APH
$204B
| $20M | 0.03% |
525,200
-1,203,800
| -70% | -$45.6M |
|
713
Sonoco
SON
$5.77B
| $20M | 0.03% |
328,700
-148,500
| -31% | -$8.92M |
|
714
Pinnacle Financial Partners Inc
PNFP
$16.2B
| $19.9M | 0.03% |
271,196
+72,600
| +37% | +$5.83M |
|
715
Kilroy Realty
KRC
$4.3B
| $19.9M | 0.03% |
514,700
+352,700
| +218% | +$14.5M |
|
716
Qiagen
QGEN
$8.93B
| $19.9M | 0.03% |
376,004
-190,497
| -34% | -$9.39M |
|
717
Kimco Realty
KIM
$16.4B
| $19.9M | 0.03% |
938,514
+919,914
| +4,946% | +$19.3M |
|
718
Mercantile Bank Corp
MBWM
$1.06B
| $19.8M | 0.03% |
592,813
-30,000
| -5% | -$1M |
|
|
SRDX
719
DELISTED
Surmodics
SRDX
| $19.8M | 0.03% |
581,238
-59,000
| -9% | -$1.98M |
|
720
Doximity
DOCS
$4.74B
| $19.7M | 0.03% |
587,300
-27,100
| -4% | -$828K |
|
721
TransAlta
TAC
$3.99B
| $19.7M | 0.03% |
2,195,541
-188,800
| -8% | -$1.69M |
|
722
Janus Henderson Short Duration Income ETF
VNLA
$3.36B
| $19.7M | 0.03% |
+415,100
| New | +$20.1M |
|
723
Bumble
BMBL
$359M
| $19.6M | 0.03% |
930,288
-127,512
| -12% | -$2.93M |
|
724
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
| $19.6M | 0.03% |
+338,420
| New | +$19.6M |
|
725
Vulcan Materials
VMC
$36B
| $19.5M | 0.03% |
+111,565
| New | +$19.1M |
|
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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.