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 | |
|---|---|---|---|---|---|---|
|
TBNK
976
DELISTED
Territorial Bancorp Inc.
TBNK
| $12.3M | 0.02% |
512,173
-22,268
| -4% | -$468K |
|
977
Eastern Bankshares
EBC
$5.34B
| $12.3M | 0.02% |
712,100
+293,300
| +70% | +$5.61M |
|
978
AppFolio
APPF
$6.97B
| $12.3M | 0.02% |
116,500
+20,500
| +21% | +$2.28M |
|
979
Par Pacific Holdings
PARR
$4.12B
| $12.3M | 0.02% |
528,000
+408,800
| +343% | +$8.91M |
|
980
Camden National
CAC
$990M
| $12.2M | 0.02% |
293,300
+2,600
| +0.9% | +$111K |
|
981
Western New England Bancorp
WNEB
$282M
| $12.2M | 0.02% |
1,292,444
-70,400
| -5% | -$641K |
|
982
Invesco
IVZ
$13.9B
| $12.2M | 0.02% |
677,300
-247,300
| -27% | -$4.23M |
|
983
DHI Group
DHX
$166M
| $12.1M | 0.02% |
2,293,060
-93,800
| -4% | -$521K |
|
984
Leidos
LDOS
$17.6B
| $12.1M | 0.02% |
115,250
-290,777
| -72% | -$29.8M |
|
985
Commercial Vehicle Group
CVGI
$128M
| $12.1M | 0.02% |
1,778,804
-136,200
| -7% | -$793K |
|
|
NINE
986
DELISTED
Nine Energy Service
NINE
| $12.1M | 0.02% |
833,136
+599,745
| +257% | +$4.7M |
|
|
SVM
987
Silvercorp Metals
SVM
$2.68B
| $12.1M | 0.02% |
4,087,559
-1,151,763
| -22% | -$3.12M |
|
|
WIRE
988
DELISTED
Encore Wire Corp
WIRE
| $12.1M | 0.02% |
87,678
-123,000
| -58% | -$17M |
|
989
National Presto Industries
NPK
$998M
| $12M | 0.02% |
175,900
-13,900
| -7% | -$950K |
|
990
Stratasys
SSYS
$767M
| $12M | 0.02% |
1,014,932
+277,000
| +38% | +$3.7M |
|
991
SFL Corp
SFL
$1.57B
| $12M | 0.02% |
1,302,997
-295,500
| -18% | -$2.87M |
|
|
UMPQ
992
DELISTED
Umpqua Holdings Corp
UMPQ
| $12M | 0.02% |
672,878
+507,400
| +307% | +$9.56M |
|
993
Forward Air
FWRD
$658M
| $11.9M | 0.02% |
113,539
-6,225
| -5% | -$653K |
|
994
Central Pacific Financial
CPF
$1B
| $11.9M | 0.02% |
585,253
+72,553
| +14% | +$1.49M |
|
995
MaxLinear
MXL
$6.95B
| $11.9M | 0.02% |
349,113
-42,800
| -11% | -$1.45M |
|
996
Agree Realty
ADC
$9.25B
| $11.8M | 0.02% |
166,400
-38,900
| -19% | -$2.67M |
|
997
Affiliated Managers Group
AMG
$9.57B
| $11.8M | 0.02% |
74,300
+35,600
| +92% | +$5.04M |
|
998
Playtika
PLTK
$902M
| $11.8M | 0.02% |
1,382,600
-116,000
| -8% | -$1.08M |
|
999
UMB Financial
UMBF
$11.4B
| $11.7M | 0.02% |
140,600
-4,700
| -3% | -$395K |
|
1000
The RMR Group
RMR
$337M
| $11.7M | 0.02% |
414,914
-32,702
| -7% | -$889K |
|
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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.