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 | |
|---|---|---|---|---|---|---|
|
IGMS
2226
DELISTED
IGM Biosciences
IGMS
| $1.58M | ﹤0.01% |
92,800
+80,200
| +637% | +$1.6M |
|
|
TBRG
2227
DELISTED
TruBridge
TBRG
| $1.58M | ﹤0.01% |
58,000
-1,900
| -3% | -$54.3K |
|
2228
OP Bancorp
OPBK
$233M
| $1.58M | ﹤0.01% |
141,432
+3,537
| +3% | +$40.5K |
|
|
ACLX
2229
DELISTED
Arcellx
ACLX
| $1.57M | ﹤0.01% |
+50,800
| New | +$1.17M |
|
2230
Forum Energy Technologies
FET
$960M
| $1.57M | ﹤0.01% |
53,354
+35,054
| +192% | +$959K |
|
2231
Wolverine World Wide
WWW
$1.73B
| $1.57M | ﹤0.01% |
+144,000
| New | +$1.91M |
|
|
LGF.B
2232
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
| $1.57M | ﹤0.01% |
288,939
+76,000
| +36% | +$504K |
|
|
SASR
2233
DELISTED
Sandy Spring Bancorp Inc
SASR
| $1.57M | ﹤0.01% |
44,537
+5,200
| +13% | +$182K |
|
|
STEL
2234
DELISTED
Stellar Bancorp
STEL
| $1.56M | ﹤0.01% |
53,110
+2,300
| +5% | +$71.2K |
|
2235
iShares MSCI USA Min Vol Factor ETF
USMV
$24.5B
| $1.56M | ﹤0.01% |
+21,700
| New | +$1.54M |
|
2236
Latham Group
SWIM
$861M
| $1.56M | ﹤0.01% |
485,700
+333,900
| +220% | +$1.2M |
|
2237
White Mountains Insurance
WTM
$5.1B
| $1.56M | ﹤0.01% |
1,100
+200
| +22% | +$271K |
|
|
EVBG
2238
DELISTED
Everbridge, Inc. Common Stock
EVBG
| $1.56M | ﹤0.01% |
52,600
+23,000
| +78% | +$705K |
|
2239
First Community Corp
FCCO
$323M
| $1.55M | ﹤0.01% |
70,969
-1,956
| -3% | -$38.1K |
|
|
RADI
2240
DELISTED
Radius Global Infrastructure, Inc. Class A Common Stock
RADI
| $1.55M | ﹤0.01% |
131,300
-3,500
| -3% | -$36.3K |
|
2241
Coastal Financial
CCB
$802M
| $1.55M | ﹤0.01% |
32,574
-32,800
| -50% | -$1.52M |
|
|
ZEUS
2242
DELISTED
Olympic Steel
ZEUS
| $1.55M | ﹤0.01% |
46,098
-10,300
| -18% | -$309K |
|
|
CATC
2243
DELISTED
CAMBRIDGE BANCORP
CATC
| $1.55M | ﹤0.01% |
18,641
+900
| +5% | +$77K |
|
2244
Legend Biotech
LEGN
$3.95B
| $1.54M | ﹤0.01% |
30,900
-39,300
| -56% | -$1.9M |
|
2245
iShares MSCI Europe Financials ETF
EUFN
$4.31B
| $1.54M | ﹤0.01% |
87,900
+10,235
| +13% | +$166K |
|
2246
Butterfly Network
BFLY
$2.35B
| $1.54M | ﹤0.01% |
625,600
+511,100
| +446% | +$1.83M |
|
2247
Flywire
FLYW
$2.29B
| $1.54M | ﹤0.01% |
+62,900
| New | +$1.36M |
|
2248
Codexis
CDXS
$171M
| $1.53M | ﹤0.01% |
329,000
+174,008
| +112% | +$954K |
|
|
TTM
2249
DELISTED
Tata Motors Limited
TTM
| $1.53M | ﹤0.01% |
66,200
-341,300
| -84% | -$8.54M |
|
2250
Erasca
ERAS
$6.43B
| $1.53M | ﹤0.01% |
+354,575
| New | +$2.4M |
|
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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.