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 | |
|---|---|---|---|---|---|---|
1626
Griffon
GFF
$4.72B
| $4.17M | 0.01% |
116,400
-26,200
| -18% | -$874K |
|
1627
Southern First Bancshares
SFST
$608M
| $4.16M | 0.01% |
90,902
-6,305
| -6% | -$286K |
|
1628
PRA Group
PRAA
$776M
| $4.14M | 0.01% |
122,511
+4,100
| +3% | +$135K |
|
1629
FNB Corp
FNB
$6.93B
| $4.13M | 0.01% |
316,300
+60,700
| +24% | +$813K |
|
1630
iShares Russell 1000 Value ETF
IWD
$84.2B
| $4.13M | 0.01% |
27,200
+22,900
| +533% | +$3.43M |
|
|
VIA
1631
DELISTED
Via Renewables, Inc. Class A Common Stock
VIA
| $4.12M | 0.01% |
161,330
-14,060
| -8% | -$442K |
|
1632
BJ's Restaurants
BJRI
$1.45B
| $4.12M | 0.01% |
156,229
+84,900
| +119% | +$2.48M |
|
1633
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.47B
| $4.12M | 0.01% |
+45,500
| New | +$4.09M |
|
1634
Leslie's
LESL
$6.04M
| $4.11M | 0.01% |
+16,820
| New | +$4.67M |
|
|
TEN
1635
Tsakos Energy Navigation Ltd
TEN
$1.25B
| $4.11M | 0.01% |
242,580
+32,300
| +15% | +$565K |
|
|
NXGN
1636
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $4.11M | 0.01% |
218,676
+52,976
| +32% | +$1.02M |
|
1637
Consumer Portfolio Services
CPSS
$205M
| $4.09M | 0.01% |
462,758
-58,900
| -11% | -$422K |
|
1638
Clover Health Investments
CLOV
$2.44B
| $4.09M | 0.01% |
4,402,400
+421,700
| +11% | +$563K |
|
|
SPNE
1639
DELISTED
SeaSpine Holdings Corporation Common Stock
SPNE
| $4.09M | 0.01% |
489,500
-53,200
| -10% | -$358K |
|
1640
BRC Group Holdings
RILY
$299M
| $4.08M | 0.01% |
119,139
+81,500
| +217% | +$3.42M |
|
1641
iShares MBS ETF
MBB
$39.1B
| $4.07M | 0.01% |
+43,900
| New | +$4.05M |
|
1642
Gencor Industries
GENC
$264M
| $4.07M | 0.01% |
402,840
-20,800
| -5% | -$208K |
|
|
CSTR
1643
DELISTED
CapStar Financial Holdings, Inc
CSTR
| $4.05M | 0.01% |
229,499
-25,500
| -10% | -$453K |
|
|
CMBM
1644
DELISTED
Cambium Networks
CMBM
| $4.03M | 0.01% |
185,900
-4,400
| -2% | -$88.7K |
|
|
CHMI
1645
Cherry Hill Mortgage Investment Corp
CHMI
$108M
| $4.03M | 0.01% |
693,884
-61,700
| -8% | -$347K |
|
|
ENZ
1646
DELISTED
Enzo Biochem, Inc.
ENZ
| $4.02M | 0.01% |
2,813,964
-95,700
| -3% | -$186K |
|
1647
Xponential Fitness
XPOF
$206M
| $4.02M | 0.01% |
175,300
+87,400
| +99% | +$1.8M |
|
1648
Iron Mountain
IRM
$38.5B
| $4.02M | 0.01% |
80,600
-53,900
| -40% | -$2.72M |
|
1649
German American Bancorp
GABC
$1.93B
| $4.01M | 0.01% |
107,648
+12,249
| +13% | +$467K |
|
1650
Inovio Pharmaceuticals
INO
$113M
| $4.01M | 0.01% |
214,375
+20,733
| +11% | +$470K |
|
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.