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 | |
|---|---|---|---|---|---|---|
|
UHT
1001
Universal Health Realty Income Trust
UHT
$573M
| $11.7M | 0.02% |
245,410
-11,800
| -5% | -$569K |
|
|
PACW
1002
DELISTED
PacWest Bancorp
PACW
| $11.7M | 0.02% |
510,179
-81,300
| -14% | -$1.97M |
|
1003
KKR & Co
KKR
$103B
| $11.7M | 0.02% |
252,150
-502,114
| -67% | -$24.5M |
|
1004
Alexandria Real Estate Equities
ARE
$8.27B
| $11.7M | 0.02% |
80,300
-87,800
| -52% | -$12.7M |
|
1005
John B. Sanfilippo & Son
JBSS
$989M
| $11.7M | 0.02% |
143,600
-17,400
| -11% | -$1.42M |
|
1006
Entravision Communication
EVC
$820M
| $11.7M | 0.02% |
2,428,636
-105,359
| -4% | -$517K |
|
1007
Golar LNG
GLNG
$5.21B
| $11.6M | 0.02% |
510,092
-615,600
| -55% | -$15.4M |
|
1008
Future Fuel
FF
$249M
| $11.6M | 0.02% |
1,423,600
-133,700
| -9% | -$1.01M |
|
1009
Liberty Media Series A
FWONA
$23.7B
| $11.6M | 0.02% |
225,811
-2,298
| -1% | -$117K |
|
1010
GrafTech
EAF
$201M
| $11.5M | 0.02% |
242,290
+48,500
| +25% | +$2.36M |
|
1011
Guidewire Software
GWRE
$14.4B
| $11.5M | 0.02% |
183,800
-76,600
| -29% | -$4.55M |
|
1012
Brown-Forman Class B
BF.B
$12.8B
| $11.4M | 0.02% |
174,123
-320,415
| -65% | -$21.7M |
|
1013
American Eagle Outfitters
AEO
$2.73B
| $11.4M | 0.02% |
817,763
-1,284,400
| -61% | -$16.5M |
|
1014
First Industrial Realty Trust
FR
$8.4B
| $11.4M | 0.02% |
+236,400
| New | +$11.3M |
|
1015
TORM
TRMD
$3.01B
| $11.4M | 0.02% |
394,282
-217,707
| -36% | -$5.87M |
|
1016
SiriusXM
SIRI
$9.43B
| $11.4M | 0.02% |
194,814
-32,316
| -14% | -$1.99M |
|
|
IBTE
1017
DELISTED
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
| $11.4M | 0.02% |
+476,200
| New | +$11.4M |
|
1018
Strategic Education
STRA
$1.81B
| $11.3M | 0.02% |
144,881
-200
| -0.1% | -$14.8K |
|
1019
PagerDuty
PD
$876M
| $11.3M | 0.02% |
427,100
+52,300
| +14% | +$1.24M |
|
1020
Nathan's Famous
NATH
$397M
| $11.3M | 0.02% |
168,550
-8,157
| -5% | -$536K |
|
|
ATCO
1021
DELISTED
Atlas Corp.
ATCO
| $11.3M | 0.02% |
738,357
+474,050
| +179% | +$7.16M |
|
|
BRKL
1022
DELISTED
Brookline Bancorp
BRKL
| $11.3M | 0.02% |
798,243
+3,940
| +0.5% | +$52.7K |
|
|
SPNS
1023
DELISTED
Sapiens International
SPNS
| $11.3M | 0.02% |
610,303
-111,000
| -15% | -$2.09M |
|
|
AXNX
1024
DELISTED
Axonics, Inc. Common Stock
AXNX
| $11.3M | 0.02% |
+180,200
| New | +$12M |
|
1025
Ardagh Metal Packaging
AMBP
$3.02B
| $11.2M | 0.02% |
2,336,133
+157,804
| +7% | +$723K |
|
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.