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 | |
|---|---|---|---|---|---|---|
|
SI
751
DELISTED
Silvergate Capital Corporation
SI
| $18.3M | 0.03% |
+1,054,300
| New | +$41.8M |
|
752
Cincinnati Financial
CINF
$26.5B
| $18.2M | 0.03% |
+178,200
| New | +$18.4M |
|
753
Trip.com Group
TCOM
$28.3B
| $18.2M | 0.02% |
530,000
+321,600
| +154% | +$9.24M |
|
754
Fate Therapeutics
FATE
$294M
| $18.2M | 0.02% |
1,804,936
+1,267,417
| +236% | +$23.8M |
|
|
BERY
755
DELISTED
Berry Global Group, Inc.
BERY
| $18.2M | 0.02% |
327,503
+244,590
| +295% | +$12M |
|
756
Sherwin-Williams
SHW
$87.8B
| $18.2M | 0.02% |
+76,500
| New | +$17.7M |
|
757
Adtran
ADTN
$658M
| $18.1M | 0.02% |
964,873
+13,340
| +1% | +$268K |
|
758
Qorvo
QRVO
$8.68B
| $18M | 0.02% |
198,706
-795,000
| -80% | -$71.8M |
|
759
SPS Commerce
SPSC
$2.86B
| $18M | 0.02% |
139,900
-18,303
| -12% | -$2.36M |
|
760
Civeo
CVEO
$344M
| $17.9M | 0.02% |
575,724
-19,624
| -3% | -$572K |
|
|
PTNR
761
DELISTED
Partner Communications
PTNR
| $17.9M | 0.02% |
2,508,550
-24,300
| -1% | -$176K |
|
762
Macerich
MAC
$6.99B
| $17.9M | 0.02% |
1,586,887
-975,675
| -38% | -$11M |
|
763
RE/MAX Holdings
RMAX
$265M
| $17.8M | 0.02% |
957,526
-974
| -0.1% | -$18.6K |
|
764
Middlesex Water
MSEX
$1.11B
| $17.8M | 0.02% |
226,800
+57,200
| +34% | +$4.96M |
|
|
ABB
765
DELISTED
ABB Ltd
ABB
| $17.8M | 0.02% |
585,400
+369,200
| +171% | +$10.7M |
|
|
AHRT
766
AH Realty Trust
AHRT
$506M
| $17.8M | 0.02% |
1,549,209
-181,072
| -10% | -$2.09M |
|
767
Liberty Energy
LBRT
$3.45B
| $17.8M | 0.02% |
1,112,700
+371,300
| +50% | +$5.91M |
|
768
Sun Communities
SUI
$14.6B
| $17.8M | 0.02% |
124,500
+51,000
| +69% | +$6.97M |
|
|
TARO
769
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
| $17.8M | 0.02% |
611,800
-35,100
| -5% | -$1.04M |
|
770
Elanco Animal Health
ELAN
$11.2B
| $17.8M | 0.02% |
1,453,244
+1,362,100
| +1,494% | +$17M |
|
771
Canadian Pacific Kansas City
CP
$82.6B
| $17.8M | 0.02% |
238,000
-17,400
| -7% | -$1.31M |
|
772
Commerce Bancshares
CBSH
$8.61B
| $17.7M | 0.02% |
301,832
+233,902
| +344% | +$13.6M |
|
773
Matsons
MATX
$6.39B
| $17.7M | 0.02% |
282,800
+59,806
| +27% | +$3.95M |
|
774
Aclaris Therapeutics
ACRS
$863M
| $17.7M | 0.02% |
1,121,752
-63,426
| -5% | -$1.02M |
|
775
NiSource
NI
$20.2B
| $17.7M | 0.02% |
644,300
-479,604
| -43% | -$12.6M |
|
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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.