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 | |
|---|---|---|---|---|---|---|
1926
Innodata
INOD
$2.09B
| $2.54M | ﹤0.01% |
855,190
-43,300
| -5% | -$138K |
|
|
ARVL
1927
DELISTED
Arrival Ordinary Shares
ARVL
| $2.53M | ﹤0.01% |
317,766
+279,338
| +727% | +$6.64M |
|
1928
Victory Capital Holdings
VCTR
$7.27B
| $2.52M | ﹤0.01% |
94,100
+65,500
| +229% | +$1.84M |
|
|
PGRE
1929
DELISTED
Paramount Group
PGRE
| $2.52M | ﹤0.01% |
+424,895
| New | +$2.65M |
|
1930
Comp X International
CIX
$385M
| $2.52M | ﹤0.01% |
136,544
-14,200
| -9% | -$264K |
|
|
AL
1931
DELISTED
Air Lease Corp
AL
| $2.51M | ﹤0.01% |
+65,300
| New | +$2.35M |
|
1932
China Yuchai International
CYD
$1.7B
| $2.51M | ﹤0.01% |
354,280
-33,013
| -9% | -$241K |
|
1933
CarParts.com
PRTS
$47.1M
| $2.51M | ﹤0.01% |
40,041
-25,389
| -39% | -$1.33M |
|
1934
Concrete Pumping Holdings
BBCP
$484M
| $2.51M | ﹤0.01% |
428,300
+294,100
| +219% | +$1.95M |
|
1935
Vanguard Dividend Appreciation ETF
VIG
$114B
| $2.51M | ﹤0.01% |
16,500
-1,400
| -8% | -$209K |
|
1936
Limbach Holdings
LMB
$543M
| $2.5M | ﹤0.01% |
240,371
+3,500
| +1% | +$33.3K |
|
1937
Corning
GLW
$143B
| $2.5M | ﹤0.01% |
78,300
-210,500
| -73% | -$6.83M |
|
|
AGR
1938
DELISTED
Avangrid, Inc.
AGR
| $2.5M | ﹤0.01% |
+58,200
| New | +$2.41M |
|
|
OMCC
1939
DELISTED
Old Market Capital Corp
OMCC
| $2.5M | ﹤0.01% |
396,046
-20,785
| -5% | -$131K |
|
1940
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.32B
| $2.49M | ﹤0.01% |
27,700
-32,813
| -54% | -$2.96M |
|
1941
ESCO Technologies
ESE
$7.92B
| $2.49M | ﹤0.01% |
28,456
+4,956
| +21% | +$427K |
|
|
CWAN
1942
DELISTED
Clearwater Analytics
CWAN
| $2.48M | ﹤0.01% |
132,400
+53,000
| +67% | +$918K |
|
1943
Metropolitan Bank Holding Corp
MCB
$1.17B
| $2.48M | ﹤0.01% |
42,300
+16,600
| +65% | +$1.05M |
|
1944
Arhaus
ARHS
$1.39B
| $2.48M | ﹤0.01% |
254,400
+20,900
| +9% | +$182K |
|
1945
Northeast Community Bancorp
NECB
$372M
| $2.47M | ﹤0.01% |
165,800
+100,559
| +154% | +$1.39M |
|
1946
Natural Health Trends
NHTC
$15.5M
| $2.46M | ﹤0.01% |
717,982
-34,259
| -5% | -$130K |
|
1947
StoneCo
STNE
$2.32B
| $2.46M | ﹤0.01% |
260,800
-1,274,740
| -83% | -$13.4M |
|
1948
Matthews International
MATW
$725M
| $2.46M | ﹤0.01% |
80,853
-51,800
| -39% | -$1.45M |
|
1949
Bar Harbor Bankshares
BHB
$681M
| $2.46M | ﹤0.01% |
76,784
-4,800
| -6% | -$143K |
|
1950
Lightspeed Commerce
LSPD
$1.38B
| $2.45M | ﹤0.01% |
171,400
-162,000
| -49% | -$2.64M |
|
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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.