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 | |
|---|---|---|---|---|---|---|
826
PetMed Express
PETS
$43M
| $16.5M | 0.02% |
933,169
-37,600
| -4% | -$747K |
|
827
Argan
AGX
$8.02B
| $16.5M | 0.02% |
446,799
-30,300
| -6% | -$1.07M |
|
828
Stewart Information Services
STC
$2B
| $16.5M | 0.02% |
385,297
-84,400
| -18% | -$3.53M |
|
829
Universal Corp
UVV
$1.13B
| $16.4M | 0.02% |
310,211
-44,300
| -12% | -$2.3M |
|
830
Sabesp
SBS
$17.9B
| $16.4M | 0.02% |
7,915,236
-1,698,043
| -18% | -$3.59M |
|
|
DHIL
831
DELISTED
Diamond Hill
DHIL
| $16.3M | 0.02% |
88,246
-8,000
| -8% | -$1.42M |
|
832
Wabash National
WNC
$507M
| $16.3M | 0.02% |
722,248
-39,400
| -5% | -$855K |
|
833
Tootsie Roll Industries
TR
$3.05B
| $16.3M | 0.02% |
431,493
-31,627
| -7% | -$1.15M |
|
834
Insight Enterprises
NSIT
$4.54B
| $16.3M | 0.02% |
162,373
+152,000
| +1,465% | +$14.5M |
|
835
Magna International
MGA
$18.6B
| $16.3M | 0.02% |
289,484
-269,400
| -48% | -$15.1M |
|
836
Magnolia Oil & Gas
MGY
$6.25B
| $16.2M | 0.02% |
691,000
+229,700
| +50% | +$5.6M |
|
837
United Natural Foods
UNFI
$2.9B
| $16.2M | 0.02% |
418,550
-55,159
| -12% | -$2.28M |
|
838
Intuit
INTU
$98B
| $16M | 0.02% |
41,148
-105,700
| -72% | -$41.9M |
|
|
AYX
839
DELISTED
Alteryx Inc
AYX
| $16M | 0.02% |
315,498
+163,098
| +107% | +$7.78M |
|
|
PGTI
840
DELISTED
PGT, Inc.
PGTI
| $16M | 0.02% |
889,897
-99,200
| -10% | -$2.02M |
|
841
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.48B
| $16M | 0.02% |
+339,750
| New | +$15.8M |
|
842
PG&E
PCG
$38.3B
| $15.9M | 0.02% |
979,900
-2,122,900
| -68% | -$32.1M |
|
|
EVRI
843
DELISTED
Everi Holdings
EVRI
| $15.8M | 0.02% |
1,103,600
+117,900
| +12% | +$1.96M |
|
844
Owens Corning
OC
$12.3B
| $15.8M | 0.02% |
184,900
-152,600
| -45% | -$13.4M |
|
845
Willis Lease Finance
WLFC
$1.21B
| $15.7M | 0.02% |
800,109
-51,000
| -6% | -$763K |
|
846
Rush Enterprises Class A
RUSHA
$9.41B
| $15.7M | 0.02% |
451,065
+88,800
| +25% | +$2.94M |
|
847
News Corp Class B
NWS
$17.7B
| $15.6M | 0.02% |
846,330
+297,600
| +54% | +$5.25M |
|
848
First Trust Managed Municipal ETF
FMB
$2.07B
| $15.6M | 0.02% |
+311,000
| New | +$15.4M |
|
|
SUMO
849
DELISTED
Sumo Logic, Inc. Common Stock
SUMO
| $15.6M | 0.02% |
1,923,700
-104,200
| -5% | -$794K |
|
850
Knight Transportation
KNX
$11.6B
| $15.6M | 0.02% |
296,827
+119,900
| +68% | +$6.2M |
|
Similar funds
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.