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 | |
|---|---|---|---|---|---|---|
2301
Ichor Holdings
ICHR
$2.66B
| $1.41M | ﹤0.01% |
52,700
-54,100
| -51% | -$1.44M |
|
|
MLVF
2302
DELISTED
Malvern Bancorp, Inc.
MLVF
| $1.41M | ﹤0.01% |
79,564
+8,700
| +12% | +$132K |
|
2303
National Bankshares
NKSH
$270M
| $1.41M | ﹤0.01% |
34,970
-4,598
| -12% | -$173K |
|
|
PSTL
2304
Postal Realty Trust
PSTL
$696M
| $1.41M | ﹤0.01% |
96,950
-2,300
| -2% | -$35.1K |
|
2305
WisdomTree Japan Hedged Equity Fund
DXJ
$7.53B
| $1.41M | ﹤0.01% |
21,900
+7,700
| +54% | +$507K |
|
|
MAXR
2306
DELISTED
Maxar Technologies Inc. Common Stock
MAXR
| $1.41M | ﹤0.01% |
27,200
-31,200
| -53% | -$856K |
|
2307
Great Elm Group
GEG
$67.7M
| $1.41M | ﹤0.01% |
695,976
-22,900
| -3% | -$45.9K |
|
2308
Blue Owl Capital
OWL
$19.1B
| $1.41M | ﹤0.01% |
132,600
-654,800
| -83% | -$6.91M |
|
2309
Genius Sports
GENI
$2.33B
| $1.41M | ﹤0.01% |
393,500
-21,200
| -5% | -$93.1K |
|
2310
Invesco CurrencyShares Euro Currency Trust
FXE
$342M
| $1.4M | ﹤0.01% |
14,200
+4,600
| +48% | +$433K |
|
2311
Republic Bancorp
RBCAA
$1.92B
| $1.4M | ﹤0.01% |
34,290
+2,756
| +9% | +$118K |
|
|
WTT
2312
DELISTED
Wireless Telecom Group, Inc.
WTT
| $1.4M | ﹤0.01% |
783,344
-32,013
| -4% | -$49.4K |
|
|
EMKR
2313
DELISTED
Emcore Corp
EMKR
| $1.4M | ﹤0.01% |
145,681
+2,400
| +2% | +$34.3K |
|
2314
Vanguard Short-Term Bond ETF
BSV
$45.7B
| $1.4M | ﹤0.01% |
18,610
-51,690
| -74% | -$3.88M |
|
2315
CION Investment
CION
$370M
| $1.4M | ﹤0.01% |
143,600
+47,300
| +49% | +$459K |
|
2316
Nkarta
NKTX
$167M
| $1.4M | ﹤0.01% |
233,700
+15,700
| +7% | +$158K |
|
2317
Ring Energy
REI
$357M
| $1.4M | ﹤0.01% |
567,790
+210,251
| +59% | +$577K |
|
2318
KVH Industries
KVHI
$145M
| $1.39M | ﹤0.01% |
136,200
-6,600
| -5% | -$67K |
|
2319
Lloyds Banking Group
LYG
$90.1B
| $1.39M | ﹤0.01% |
632,600
-252,900
| -29% | -$520K |
|
2320
STRATTEC Security
STRT
$348M
| $1.39M | ﹤0.01% |
67,706
-4,400
| -6% | -$108K |
|
2321
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$140M
| $1.39M | ﹤0.01% |
6,156
+4,250
| +223% | +$1.16M |
|
2322
First Bancorp
FBNC
$2.74B
| $1.39M | ﹤0.01% |
32,431
-21,700
| -40% | -$951K |
|
2323
Schwab Fundamental International Large Company Index ETF
FNDF
$25.9B
| $1.39M | ﹤0.01% |
47,700
-88,700
| -65% | -$2.49M |
|
|
SBT
2324
DELISTED
Sterling Bancorp, Inc. Common Stock
SBT
| $1.39M | ﹤0.01% |
227,674
-17,400
| -7% | -$109K |
|
2325
Cartesian Therapeutics
RNAC
$267M
| $1.38M | ﹤0.01% |
40,829
+10,659
| +35% | +$453K |
|
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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.