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 | |
|---|---|---|---|---|---|---|
1476
Angi Inc
ANGI
$191M
| $5.35M | 0.01% |
227,670
-5,480
| -2% | -$123K |
|
1477
York Water
YORW
$540M
| $5.34M | 0.01% |
118,836
-21,800
| -16% | -$947K |
|
|
FBRT
1478
Franklin BSP Realty Trust
FBRT
$668M
| $5.33M | 0.01% |
413,300
-12,500
| -3% | -$167K |
|
|
PCTI
1479
DELISTED
PCTEL, Inc. Common Stock
PCTI
| $5.33M | 0.01% |
1,239,898
+13,312
| +1% | +$59.4K |
|
1480
Cathay General Bancorp
CATY
$4.32B
| $5.33M | 0.01% |
130,671
+8,400
| +7% | +$364K |
|
|
TGI
1481
DELISTED
Triumph Group
TGI
| $5.32M | 0.01% |
506,000
-125,115
| -20% | -$1.29M |
|
1482
Landstar System
LSTR
$6.46B
| $5.32M | 0.01% |
32,640
-98,400
| -75% | -$15.8M |
|
1483
ArcelorMittal
MT
$55.6B
| $5.32M | 0.01% |
202,771
+107,600
| +113% | +$2.64M |
|
|
CNSL
1484
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $5.3M | 0.01% |
1,481,344
-119,259
| -7% | -$529K |
|
1485
Altisource Portfolio Solutions
ASPS
$64.4M
| $5.3M | 0.01% |
69,990
-1,075
| -2% | -$111K |
|
1486
First Northwest Bancorp
FNWB
$110M
| $5.29M | 0.01% |
344,307
-21,192
| -6% | -$320K |
|
1487
Community Health Systems
CYH
$423M
| $5.28M | 0.01% |
1,222,617
-121,869
| -9% | -$375K |
|
1488
International Bancshares
IBOC
$4.54B
| $5.28M | 0.01% |
115,337
+48,737
| +73% | +$2.35M |
|
|
DX
1489
Dynex Capital
DX
$3.23B
| $5.26M | 0.01% |
+413,900
| New | +$5.12M |
|
|
TRUE
1490
DELISTED
TrueCar
TRUE
| $5.26M | 0.01% |
2,097,301
-181,000
| -8% | -$376K |
|
1491
Public Service Enterprise Group
PEG
$38B
| $5.26M | 0.01% |
85,900
-261,903
| -75% | -$15.2M |
|
1492
Agilon Health
AGL
$1.62B
| $5.24M | 0.01% |
+12,980
| New | +$6.09M |
|
|
ELME
1493
Elme Communities
ELME
$144M
| $5.23M | 0.01% |
293,800
-28,300
| -9% | -$522K |
|
1494
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.36B
| $5.22M | 0.01% |
+213,200
| New | +$5.19M |
|
|
ONTF
1495
DELISTED
ON24
ONTF
| $5.22M | 0.01% |
604,834
+186,834
| +45% | +$1.5M |
|
|
SP
1496
DELISTED
SP Plus Corporation
SP
| $5.21M | 0.01% |
150,200
+10,700
| +8% | +$369K |
|
1497
Preformed Line Products
PLPC
$2.25B
| $5.21M | 0.01% |
62,600
-2,500
| -4% | -$206K |
|
1498
Essent Group
ESNT
$6.22B
| $5.21M | 0.01% |
133,900
-109,800
| -45% | -$4.17M |
|
1499
Replimune Group
REPL
$1.41B
| $5.21M | 0.01% |
191,353
+51,353
| +37% | +$1.07M |
|
1500
New Jersey Resources
NJR
$5.65B
| $5.19M | 0.01% |
104,600
-1,800
| -2% | -$82.2K |
|
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.