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 | |
|---|---|---|---|---|---|---|
851
Procore
PCOR
$8.81B
| $15.6M | 0.02% |
329,600
+2,700
| +0.8% | +$138K |
|
852
Aon
AON
$74.7B
| $15.5M | 0.02% |
51,800
-35,200
| -40% | -$10.3M |
|
853
Grand Canyon Education
LOPE
$3.7B
| $15.5M | 0.02% |
146,898
+79,496
| +118% | +$7.93M |
|
|
GOGL
854
DELISTED
Golden Ocean Group
GOGL
| $15.4M | 0.02% |
1,771,191
-449,475
| -20% | -$3.91M |
|
|
PDM
855
Piedmont Realty Trust
PDM
$1.19B
| $15.4M | 0.02% |
1,675,100
+362,200
| +28% | +$3.58M |
|
856
Korn Ferry
KFY
$4.28B
| $15.4M | 0.02% |
303,399
-43,101
| -12% | -$2.29M |
|
|
OLP
857
One Liberty Properties
OLP
$523M
| $15.3M | 0.02% |
690,029
-48,700
| -7% | -$1.12M |
|
858
Independence Realty Trust
IRT
$3.96B
| $15.3M | 0.02% |
908,338
-574,708
| -39% | -$9.72M |
|
859
Apple Hospitality REIT
APLE
$3.71B
| $15.3M | 0.02% |
969,000
+224,900
| +30% | +$3.63M |
|
|
THS
860
DELISTED
Treehouse Foods
THS
| $15.3M | 0.02% |
309,005
-6,500
| -2% | -$309K |
|
861
Rocket Companies
RKT
$42.6B
| $15.2M | 0.02% |
2,177,900
-235,500
| -10% | -$1.72M |
|
862
Americold
COLD
$4.17B
| $15.2M | 0.02% |
+538,200
| New | +$14.5M |
|
|
BECN
863
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $15.2M | 0.02% |
288,157
+243,300
| +542% | +$13.7M |
|
864
Stantec
STN
$8.47B
| $15.2M | 0.02% |
316,600
-37,400
| -11% | -$1.8M |
|
865
News Corp Class A
NWSA
$15.5B
| $15.2M | 0.02% |
832,800
-848,900
| -50% | -$14.7M |
|
866
Richardson Electronics
RELL
$302M
| $15.1M | 0.02% |
709,529
-96,748
| -12% | -$2.19M |
|
867
Reinsurance Group of America
RGA
$16.1B
| $15.1M | 0.02% |
106,200
+103,100
| +3,326% | +$14.4M |
|
868
Blue Owl Capital
OBDC
$5.87B
| $15M | 0.02% |
1,300,857
+593,386
| +84% | +$7.11M |
|
869
VanEck Intermediate Muni ETF
ITM
$2.14B
| $15M | 0.02% |
+327,867
| New | +$14.7M |
|
|
BLD
870
DELISTED
TopBuild
BLD
| $14.9M | 0.02% |
+95,500
| New | +$15.2M |
|
|
LKFT
871
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.83B
| $14.9M | 0.02% |
336,380
+37,780
| +13% | +$1.59M |
|
872
Jackson Financial
JXN
$8.85B
| $14.9M | 0.02% |
429,100
-574,000
| -57% | -$19.9M |
|
873
Franklin Resources
BEN
$17.1B
| $14.9M | 0.02% |
+565,500
| New | +$14M |
|
874
Newell Brands
NWL
$2.62B
| $14.9M | 0.02% |
1,140,327
+319,200
| +39% | +$4.36M |
|
875
NNN REIT
NNN
$8.79B
| $14.9M | 0.02% |
325,500
-267,000
| -45% | -$11.6M |
|
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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.