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 | |
|---|---|---|---|---|---|---|
1601
Celestica
CLS
$42.3B
| $4.31M | 0.01% |
382,388
+1,500
| +0.4% | +$15.8K |
|
1602
Consolidated Water Co
CWCO
$500M
| $4.31M | 0.01% |
291,167
-17,700
| -6% | -$284K |
|
1603
Navient
NAVI
$860M
| $4.29M | 0.01% |
260,900
-90,000
| -26% | -$1.42M |
|
|
DOO
1604
Bombardier Recreational Products
DOO
$4.73B
| $4.29M | 0.01% |
56,200
-25,100
| -31% | -$1.75M |
|
|
SNV
1605
DELISTED
Synovus
SNV
| $4.29M | 0.01% |
114,218
-211,700
| -65% | -$8.4M |
|
1606
Heartland Express
HTLD
$989M
| $4.28M | 0.01% |
279,149
-70,800
| -20% | -$1.09M |
|
1607
East-West Bancorp
EWBC
$18.7B
| $4.28M | 0.01% |
64,933
-117,800
| -64% | -$8.06M |
|
1608
James Hardie Industries
JHX
$18B
| $4.28M | 0.01% |
238,527
-45,700
| -16% | -$916K |
|
1609
Orrstown Financial Services
ORRF
$852M
| $4.27M | 0.01% |
184,399
-7,600
| -4% | -$194K |
|
1610
Omega Healthcare
OHI
$14.1B
| $4.27M | 0.01% |
152,778
+101,300
| +197% | +$3.06M |
|
1611
Texas Capital Bancshares
TCBI
$4.39B
| $4.27M | 0.01% |
70,800
+54,400
| +332% | +$3.21M |
|
1612
O-I Glass
OI
$1.04B
| $4.26M | 0.01% |
257,100
+180,800
| +237% | +$2.91M |
|
1613
Hawkins
HWKN
$2.74B
| $4.26M | 0.01% |
110,298
+13,900
| +14% | +$573K |
|
|
HT
1614
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $4.25M | 0.01% |
498,412
+157,250
| +46% | +$1.41M |
|
1615
Vanguard Morningstar Value ETF
VTV
$194B
| $4.24M | 0.01% |
30,200
+17,700
| +142% | +$2.44M |
|
1616
Benchmark Electronics
BHE
$2.94B
| $4.24M | 0.01% |
158,700
-50,250
| -24% | -$1.39M |
|
1617
Cooper Companies
COO
$14.9B
| $4.23M | 0.01% |
+51,192
| New | +$3.78M |
|
|
BBT
1618
Beacon Financial Corp
BBT
$2.69B
| $4.22M | 0.01% |
141,300
+15,500
| +12% | +$456K |
|
1619
APi Group
APG
$19B
| $4.22M | 0.01% |
336,750
-185,250
| -35% | -$2.14M |
|
|
FFWM
1620
DELISTED
First Foundation Inc
FFWM
| $4.21M | 0.01% |
293,900
+262,600
| +839% | +$4.07M |
|
|
OTLY
1621
Oatly Group
OTLY
$441M
| $4.21M | 0.01% |
+120,913
| New | +$4.61M |
|
1622
OceanFirst Financial
OCFC
$1.91B
| $4.21M | 0.01% |
197,943
+22,500
| +13% | +$491K |
|
1623
Vital Farms
VITL
$468M
| $4.18M | 0.01% |
280,400
+4,400
| +2% | +$60.7K |
|
1624
Lear
LEA
$8.32B
| $4.18M | 0.01% |
+33,700
| New | +$4.47M |
|
1625
Shore Bancshares
SHBI
$800M
| $4.17M | 0.01% |
239,124
-22,800
| -9% | -$427K |
|
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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.