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 | |
|---|---|---|---|---|---|---|
726
SandRidge Energy
SD
$516M
| $19.5M | 0.03% |
1,142,265
-116,200
| -9% | -$2.17M |
|
727
IMAX
IMAX
$2.92B
| $19.4M | 0.03% |
1,326,100
-134,500
| -9% | -$1.96M |
|
728
MSC Industrial Direct
MSM
$6.77B
| $19.2M | 0.03% |
235,400
+187,800
| +395% | +$15.3M |
|
729
US Foods
USFD
$23.8B
| $19.1M | 0.03% |
562,600
-532,700
| -49% | -$17M |
|
730
ATN International
ATNI
$491M
| $19.1M | 0.03% |
421,300
-30,800
| -7% | -$1.35M |
|
731
NOV
NOV
$7.36B
| $19.1M | 0.03% |
+912,110
| New | +$19.1M |
|
732
RLX Technology
RLX
$2.44B
| $19M | 0.03% |
8,271,200
-2,118,600
| -20% | -$3.76M |
|
733
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
| $19M | 0.03% |
233,700
+229,900
| +6,050% | +$18.7M |
|
734
Harmony Biosciences
HRMY
$2.24B
| $18.9M | 0.03% |
342,700
+17,700
| +5% | +$973K |
|
735
Interactive Brokers
IBKR
$41.4B
| $18.8M | 0.03% |
1,039,600
-139,600
| -12% | -$2.61M |
|
736
Manulife Financial
MFC
$72.9B
| $18.7M | 0.03% |
1,050,424
-583,800
| -36% | -$9.95M |
|
737
MarketAxess Holdings
MKTX
$5.72B
| $18.7M | 0.03% |
67,073
-69,510
| -51% | -$17.9M |
|
738
First Financial Bankshares
FFIN
$5.04B
| $18.6M | 0.03% |
542,108
+296,926
| +121% | +$11.2M |
|
739
Impinj
PI
$5.46B
| $18.6M | 0.03% |
170,800
+26,600
| +18% | +$2.8M |
|
|
JHG
740
DELISTED
Janus Henderson
JHG
| $18.6M | 0.03% |
792,300
-259,700
| -25% | -$6.09M |
|
741
Warner Music
WMG
$13.3B
| $18.6M | 0.03% |
531,700
-93,000
| -15% | -$2.71M |
|
742
California Resources
CRC
$4.69B
| $18.6M | 0.03% |
426,836
+130,700
| +44% | +$5.73M |
|
743
Univest Financial
UVSP
$1.19B
| $18.5M | 0.03% |
709,169
-40,700
| -5% | -$1.09M |
|
744
Helmerich & Payne
HP
$4.3B
| $18.5M | 0.03% |
+373,200
| New | +$17.8M |
|
745
Vermilion Energy
VET
$1.72B
| $18.5M | 0.03% |
1,045,022
+131,400
| +14% | +$2.67M |
|
|
ALX
746
Alexander's
ALX
$1.4B
| $18.5M | 0.03% |
83,914
-7,500
| -8% | -$1.71M |
|
747
Casey's General Stores
CASY
$31.6B
| $18.4M | 0.03% |
82,172
-36,700
| -31% | -$8.36M |
|
748
Toast
TOST
$20.4B
| $18.4M | 0.03% |
1,021,620
+618,620
| +154% | +$11.6M |
|
749
Comstock Resources
CRK
$3.99B
| $18.4M | 0.03% |
1,340,700
-46,600
| -3% | -$795K |
|
750
Genco Shipping & Trading
GNK
$1.13B
| $18.4M | 0.03% |
1,195,930
+385,122
| +47% | +$5.57M |
|
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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.