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 | |
|---|---|---|---|---|---|---|
1501
Capital City Bank Group
CCBG
$893M
| $5.19M | 0.01% |
159,671
-7,700
| -5% | -$262K |
|
1502
MDU Resources
MDU
$4.35B
| $5.19M | 0.01% |
449,710
-252,075
| -36% | -$2.83M |
|
1503
Houlihan Lokey
HLI
$9.07B
| $5.19M | 0.01% |
59,500
+9,500
| +19% | +$854K |
|
|
HIBB
1504
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $5.17M | 0.01% |
75,788
-29,300
| -28% | -$1.83M |
|
1505
Donegal Group Class A
DGICA
$695M
| $5.17M | 0.01% |
363,911
-27,000
| -7% | -$392K |
|
1506
Beam Therapeutics
BEAM
$2.74B
| $5.16M | 0.01% |
131,900
+60,600
| +85% | +$2.71M |
|
1507
AptarGroup
ATR
$8.42B
| $5.15M | 0.01% |
46,800
-31,200
| -40% | -$3.2M |
|
1508
Gilat Satellite Networks
GILT
$881M
| $5.14M | 0.01% |
886,833
-58,400
| -6% | -$331K |
|
|
VLRS
1509
Controladora Vuela Compania de Aviacion
VLRS
$897M
| $5.13M | 0.01% |
614,100
+34,700
| +6% | +$308K |
|
1510
Sierra Bancorp
BSRR
$529M
| $5.12M | 0.01% |
241,231
-12,831
| -5% | -$275K |
|
1511
iShares MSCI Emerging Markets ETF
EEM
$30.5B
| $5.12M | 0.01% |
135,200
+5,400
| +4% | +$199K |
|
|
EXAS
1512
DELISTED
Exact Sciences
EXAS
| $5.11M | 0.01% |
103,300
+42,100
| +69% | +$1.72M |
|
|
HBI
1513
DELISTED
Hanesbrands
HBI
| $5.1M | 0.01% |
+801,600
| New | +$5.51M |
|
1514
NorthWestern Energy
NWE
$4.42B
| $5.06M | 0.01% |
85,326
+38,600
| +83% | +$2.11M |
|
1515
Westwood Holdings Group
WHG
$186M
| $5.05M | 0.01% |
454,016
-21,300
| -4% | -$224K |
|
1516
Group 1 Automotive
GPI
$3.12B
| $5.05M | 0.01% |
28,000
+20,400
| +268% | +$3.59M |
|
|
EB
1517
DELISTED
Eventbrite
EB
| $5.04M | 0.01% |
860,700
-31,900
| -4% | -$209K |
|
|
DENN
1518
DELISTED
Denny's
DENN
| $5.04M | 0.01% |
547,611
+233,500
| +74% | +$2.53M |
|
1519
La-Z-Boy
LZB
$1.68B
| $5.04M | 0.01% |
220,700
+26,793
| +14% | +$651K |
|
1520
Acadia Pharmaceuticals
ACAD
$4.88B
| $5.03M | 0.01% |
315,700
+278,000
| +737% | +$4.35M |
|
1521
First Financial Corp
THFF
$977M
| $5.02M | 0.01% |
108,986
+19,527
| +22% | +$923K |
|
1522
EverQuote
EVER
$863M
| $5.01M | 0.01% |
339,908
-60,300
| -15% | -$566K |
|
1523
Parker-Hannifin
PH
$133B
| $4.99M | 0.01% |
17,150
-286,030
| -94% | -$81.9M |
|
1524
Southern Missouri Bancorp
SMBC
$841M
| $4.98M | 0.01% |
108,634
+13,500
| +14% | +$680K |
|
1525
StealthGas
GASS
$351M
| $4.97M | 0.01% |
1,855,883
-172,878
| -9% | -$518K |
|
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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.