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 | 20.84% |
| 2 | Technology | 15.57% |
| 3 | Consumer Discretionary | 11.88% |
| 4 | Consumer Staples | 10.09% |
| 5 | Financials | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
PLL
1051
DELISTED
Piedmont Lithium
PLL
| $10.7M | 0.01% |
243,190
+590
| +0.2% | +$32.7K |
|
1052
Dillards
DDS
$9.93B
| $10.7M | 0.01% |
33,000
-15,400
| -32% | -$5.01M |
|
1053
Laureate Education
LAUR
$5.1B
| $10.7M | 0.01% |
1,108,600
+842,700
| +317% | +$9.1M |
|
1054
West Fraser Timber
WFG
$5.5B
| $10.7M | 0.01% |
147,500
-75,600
| -34% | -$5.77M |
|
1055
State Street Utilities Select Sector SPDR ETF
XLU
$22.9B
| $10.7M | 0.01% |
302,200
-1,596,600
| -84% | -$54.3M |
|
1056
Spok Holdings
SPOK
$230M
| $10.6M | 0.01% |
1,291,922
+159,892
| +14% | +$1.3M |
|
1057
Badger Meter
BMI
$3.91B
| $10.6M | 0.01% |
97,000
-5,300
| -5% | -$576K |
|
1058
Ooma
OOMA
$553M
| $10.6M | 0.01% |
775,203
-70,636
| -8% | -$1.05M |
|
1059
CRH
CRH
$65.2B
| $10.5M | 0.01% |
264,800
+94,700
| +56% | +$3.54M |
|
1060
Preferred Bank
PFBC
$1.26B
| $10.5M | 0.01% |
140,855
+17,600
| +14% | +$1.28M |
|
1061
Saic
SAIC
$5.35B
| $10.5M | 0.01% |
94,550
+9,200
| +11% | +$970K |
|
1062
First Trust Senior Loan Fund ETF
FTSL
$2.33B
| $10.5M | 0.01% |
+234,600
| New | +$10.5M |
|
1063
Gulfport Energy Corp
GPOR
$3.01B
| $10.4M | 0.01% |
141,800
-35,900
| -20% | -$2.97M |
|
1064
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
| $10.4M | 0.01% |
139,400
-350,400
| -72% | -$25.5M |
|
1065
DTE Energy
DTE
$28.9B
| $10.4M | 0.01% |
88,400
-237,600
| -73% | -$26.9M |
|
1066
Federal Realty Investment Trust
FRT
$10.2B
| $10.4M | 0.01% |
102,600
+31,600
| +45% | +$3.2M |
|
1067
Inspire Medical Systems
INSP
$1.68B
| $10.3M | 0.01% |
40,800
+24,300
| +147% | +$5.18M |
|
1068
Aviat Networks
AVNW
$282M
| $10.3M | 0.01% |
329,270
-54,600
| -14% | -$1.66M |
|
1069
MannKind Corp
MNKD
$1.2B
| $10.3M | 0.01% |
1,945,445
+549,099
| +39% | +$2.25M |
|
|
CLDT
1070
Chatham Lodging
CLDT
$590M
| $10.2M | 0.01% |
834,075
-39,684
| -5% | -$489K |
|
1071
RadNet
RDNT
$6.08B
| $10.2M | 0.01% |
542,970
-110,100
| -17% | -$2.06M |
|
1072
Telefônica Brasil
VIV
$18.5B
| $10.2M | 0.01% |
1,426,000
+3,500
| +0.2% | +$26.2K |
|
1073
State Street Health Care Select Sector SPDR ETF
XLV
$44B
| $10.1M | 0.01% |
74,600
-77,900
| -51% | -$10.3M |
|
1074
Magnite
MGNI
$3.49B
| $10.1M | 0.01% |
956,254
+430,700
| +82% | +$3.93M |
|
1075
Oxford Industries
OXM
$538M
| $10.1M | 0.01% |
108,621
-66,500
| -38% | -$6.66M |
|
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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.