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 | |
|---|---|---|---|---|---|---|
2151
Schneider National
SNDR
$6.33B
| $1.76M | ﹤0.01% |
75,300
+58,900
| +359% | +$1.38M |
|
2152
Mammoth Energy Services
TUSK
$160M
| $1.76M | ﹤0.01% |
203,672
+4,200
| +2% | +$23.9K |
|
2153
Ranger Energy Services
RNGR
$407M
| $1.76M | ﹤0.01% |
159,933
+72,115
| +82% | +$761K |
|
2154
Westamerica Bancorp
WABC
$1.38B
| $1.76M | ﹤0.01% |
29,800
+11,800
| +66% | +$693K |
|
2155
Cannae Holdings
CNNE
$635M
| $1.75M | ﹤0.01% |
84,800
-24,700
| -23% | -$540K |
|
|
BHR
2156
Braemar Hotels & Resorts
BHR
$139M
| $1.75M | ﹤0.01% |
425,400
-284,400
| -40% | -$1.17M |
|
2157
OFG Bancorp
OFG
$2.28B
| $1.75M | ﹤0.01% |
63,400
-23,400
| -27% | -$642K |
|
2158
Travelzoo
TZOO
$73.4M
| $1.74M | ﹤0.01% |
391,601
-27,490
| -7% | -$138K |
|
2159
iShares Core S&P US Value ETF
IUSV
$28B
| $1.74M | ﹤0.01% |
24,600
+10,100
| +70% | +$702K |
|
2160
Sphere Entertainment
SPHR
$6.03B
| $1.74M | ﹤0.01% |
38,600
+1,200
| +3% | +$54.4K |
|
|
JOYY
2161
JOYY Inc
JOYY
$3.68B
| $1.73M | ﹤0.01% |
+54,800
| New | +$1.58M |
|
2162
Greif Class B
GEF.B
$4.2B
| $1.73M | ﹤0.01% |
22,110
-600
| -3% | -$43.8K |
|
2163
Gray Television
GTN
$538M
| $1.73M | ﹤0.01% |
+154,567
| New | +$1.92M |
|
2164
Yatra Online
YTRA
$58.6M
| $1.73M | ﹤0.01% |
717,136
-53,700
| -7% | -$128K |
|
2165
BK Technologies
BKTI
$277M
| $1.73M | ﹤0.01% |
103,927
-3,500
| -3% | -$45.6K |
|
|
NGM
2166
DELISTED
NGM Biopharmaceuticals, Inc. Common Stock
NGM
| $1.72M | ﹤0.01% |
343,500
+69,300
| +25% | +$434K |
|
|
THR
2167
DELISTED
Thermon Group Holdings
THR
| $1.72M | ﹤0.01% |
85,800
-30,349
| -26% | -$563K |
|
|
SRCL
2168
DELISTED
Stericycle Inc
SRCL
| $1.72M | ﹤0.01% |
34,520
+23,300
| +208% | +$1.11M |
|
|
BRDG
2169
DELISTED
Bridge Investment Group
BRDG
| $1.72M | ﹤0.01% |
142,700
+41,300
| +41% | +$594K |
|
2170
CNB Financial Corp
CCNE
$1.03B
| $1.72M | ﹤0.01% |
72,301
-2,300
| -3% | -$56.9K |
|
2171
Landmark Bancorp
LARK
$196M
| $1.72M | ﹤0.01% |
87,974
-5,185
| -6% | -$108K |
|
2172
Unilever
UL
$134B
| $1.72M | ﹤0.01% |
+30,311
| New | +$1.62M |
|
2173
Afya
AFYA
$1.27B
| $1.71M | ﹤0.01% |
109,400
+11,500
| +12% | +$171K |
|
2174
Horace Mann Educators
HMN
$2.13B
| $1.71M | ﹤0.01% |
45,700
+1,100
| +2% | +$41.5K |
|
|
BSJO
2175
DELISTED
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
| $1.71M | ﹤0.01% |
77,190
+42,706
| +124% | +$944K |
|
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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 522 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 522 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.