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 | |
|---|---|---|---|---|---|---|
1776
Clearwater Paper
CLW
$345M
| $3.19M | ﹤0.01% |
84,300
-14,700
| -15% | -$573K |
|
|
GIFI
1777
DELISTED
Gulf Island Fabrication
GIFI
| $3.19M | ﹤0.01% |
621,280
-23,644
| -4% | -$114K |
|
1778
Protolabs
PRLB
$2.2B
| $3.18M | ﹤0.01% |
124,700
-13,700
| -10% | -$407K |
|
1779
Adaptive Biotechnologies
ADPT
$3.94B
| $3.18M | ﹤0.01% |
415,800
-42,000
| -9% | -$327K |
|
|
DAWN
1780
DELISTED
Day One Biopharmaceuticals
DAWN
| $3.17M | ﹤0.01% |
147,426
+49,526
| +51% | +$1.02M |
|
|
CBAY
1781
DELISTED
Cymabay Therapeutics
CBAY
| $3.17M | ﹤0.01% |
505,900
+15,100
| +3% | +$57.4K |
|
1782
Travelers Companies
TRV
$77.2B
| $3.17M | ﹤0.01% |
+16,900
| New | +$3.04M |
|
1783
Jabil
JBL
$38B
| $3.16M | ﹤0.01% |
46,273
-91,727
| -66% | -$6.06M |
|
1784
Organogenesis Holdings
ORGO
$230M
| $3.16M | ﹤0.01% |
1,173,398
-9,602
| -0.8% | -$28K |
|
1785
Natural Alternatives International
NAII
$12.8M
| $3.14M | ﹤0.01% |
374,598
-19,300
| -5% | -$161K |
|
|
MIXT
1786
DELISTED
MIX TELEMATICS LIMITED
MIXT
| $3.14M | ﹤0.01% |
446,800
-59,252
| -12% | -$460K |
|
1787
Patria Investments
PAX
$1.86B
| $3.13M | ﹤0.01% |
224,900
+27,500
| +14% | +$372K |
|
1788
Rio Tinto
RIO
$156B
| $3.12M | ﹤0.01% |
43,800
-77,900
| -64% | -$4.89M |
|
1789
MGP Ingredients
MGPI
$379M
| $3.12M | ﹤0.01% |
29,300
+1,100
| +4% | +$123K |
|
1790
Waters Corp
WAT
$40.5B
| $3.12M | ﹤0.01% |
9,100
-1,700
| -16% | -$538K |
|
|
ITIC
1791
Investors Title Co
ITIC
$543M
| $3.11M | ﹤0.01% |
21,100
-900
| -4% | -$131K |
|
1792
OneSpaWorld
OSW
$2.73B
| $3.11M | ﹤0.01% |
333,182
+203,982
| +158% | +$1.93M |
|
1793
Rocket Pharmaceuticals
RCKT
$381M
| $3.11M | ﹤0.01% |
158,800
-321,000
| -67% | -$5.91M |
|
1794
First Advantage
FA
$3.71B
| $3.11M | ﹤0.01% |
239,000
-65,800
| -22% | -$859K |
|
1795
Lincoln Educational Services
LINC
$950M
| $3.11M | ﹤0.01% |
536,478
-37,100
| -6% | -$219K |
|
|
XRN
1796
Chiron Real Estate Inc
XRN
$491M
| $3.1M | ﹤0.01% |
65,450
-34,350
| -34% | -$1.55M |
|
|
ESGR
1797
DELISTED
Enstar Group
ESGR
| $3.1M | ﹤0.01% |
13,400
-11,000
| -45% | -$2.24M |
|
1798
Mueller Water Products
MWA
$3.99B
| $3.1M | ﹤0.01% |
+287,700
| New | +$3.21M |
|
|
VBTX
1799
DELISTED
Veritex Holdings
VBTX
| $3.1M | ﹤0.01% |
110,223
-8,386
| -7% | -$249K |
|
1800
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.64B
| $3.09M | ﹤0.01% |
+79,400
| New | +$3.12M |
|
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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.