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 | |
|---|---|---|---|---|---|---|
|
KAMN
1851
DELISTED
Kaman Corp
KAMN
| $2.87M | ﹤0.01% |
128,522
+91,922
| +251% | +$2.23M |
|
1852
Opko Health
OPK
$1.03B
| $2.86M | ﹤0.01% |
2,286,543
-549,800
| -19% | -$866K |
|
1853
iShares MSCI Indonesia ETF
EIDO
$489M
| $2.85M | ﹤0.01% |
127,400
+90,900
| +249% | +$2.1M |
|
|
LBC
1854
DELISTED
Luther Burbank Corporation Common Stock
LBC
| $2.85M | ﹤0.01% |
256,668
-2,582
| -1% | -$30.3K |
|
1855
Coeur Mining
CDE
$19.3B
| $2.85M | ﹤0.01% |
+846,695
| New | +$3.01M |
|
1856
4D Molecular Therapeutics
FDMT
$637M
| $2.85M | ﹤0.01% |
128,100
+59,000
| +85% | +$911K |
|
|
MORF
1857
DELISTED
Morphic Holding, Inc. Common Stock
MORF
| $2.84M | ﹤0.01% |
106,100
-33,900
| -24% | -$926K |
|
1858
US Physical Therapy
USPH
$1.21B
| $2.83M | ﹤0.01% |
34,923
-14,400
| -29% | -$1.21M |
|
1859
Federated Hermes
FHI
$4.79B
| $2.83M | ﹤0.01% |
+77,800
| New | +$2.73M |
|
1860
Protagonist Therapeutics
PTGX
$10B
| $2.82M | ﹤0.01% |
258,867
-140,900
| -35% | -$1.19M |
|
1861
StoneX
SNEX
$8.09B
| $2.82M | ﹤0.01% |
149,835
-94,977
| -39% | -$1.76M |
|
1862
Graham Corp
GHM
$1.34B
| $2.82M | ﹤0.01% |
292,868
-22,900
| -7% | -$212K |
|
1863
Equity Bancshares
EQBK
$1.06B
| $2.81M | ﹤0.01% |
86,100
-4,700
| -5% | -$162K |
|
|
EXK
1864
Endeavour Silver
EXK
$3.16B
| $2.81M | ﹤0.01% |
868,100
+239,500
| +38% | +$806K |
|
1865
Claros Mortgage Trust
CMTG
$257M
| $2.81M | ﹤0.01% |
191,100
+6,200
| +3% | +$97.4K |
|
1866
Paysign
PAYS
$744M
| $2.81M | ﹤0.01% |
1,088,154
-56,679
| -5% | -$142K |
|
1867
iHeartMedia
IHRT
$457M
| $2.8M | ﹤0.01% |
456,427
+231,900
| +103% | +$1.79M |
|
1868
Repay Holdings
RPAY
$303M
| $2.8M | ﹤0.01% |
347,300
+100,100
| +40% | +$720K |
|
1869
The Bancorp
TBBK
$2.84B
| $2.79M | ﹤0.01% |
98,400
+5,400
| +6% | +$149K |
|
1870
SiTime
SITM
$21.4B
| $2.78M | ﹤0.01% |
27,400
-228,200
| -89% | -$21.6M |
|
1871
Silvercrest Asset Management
SAMG
$79.6M
| $2.78M | ﹤0.01% |
148,287
-10,200
| -6% | -$184K |
|
1872
Tanger
SKT
$4.42B
| $2.78M | ﹤0.01% |
154,821
+3,106
| +2% | +$55.8K |
|
|
RUTH
1873
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $2.78M | ﹤0.01% |
179,300
-152,700
| -46% | -$2.68M |
|
1874
Atlantic Union Bankshares
AUB
$6.12B
| $2.77M | ﹤0.01% |
78,981
-98,300
| -55% | -$3.36M |
|
1875
Trinity Industries
TRN
$2.36B
| $2.77M | ﹤0.01% |
93,800
-27,500
| -23% | -$766K |
|
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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.