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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+7.5%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$75.4B
AUM Growth
+$2.26B
Cap. Flow
-$978M
Cap. Flow %
-1.3%
Top 10 Hldgs %
10.8%
Holding
4,600
New
524
Increased
1,665
Reduced
1,689
Closed
668

Top Buys

Rank Stock Value
1
FRC
First Republic Bank
FRC
+$734M
2
BA icon
Boeing
BA
+$493M
3
PFE icon
Pfizer
PFE
+$478M
4
UNH icon
UnitedHealth
UNH
+$440M
5
HON icon
Honeywell
HON
+$364M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.05B
2
AMD icon
Advanced Micro Devices
AMD
+$447M
3
TSM icon
TSMC
TSM
+$441M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$372M
5
XOM icon
ExxonMobil
XOM
+$321M

Sector Composition

Rank Sector Weight
1 Healthcare 20.37%
2 Technology 16.9%
3 Consumer Discretionary 12.72%
4 Industrials 10.14%
5 Consumer Staples 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LUNA
2851
DELISTED
Luna Innovations Incorporated
LUNA
$536K ﹤0.01%
74,601
+4,600
+7% +$40.6K
SOL
2852
DELISTED
Emeren Group
SOL
$534K ﹤0.01%
119,898
+106,198
+775% +$499K
CRNT icon
2853
Ceragon Networks
CRNT
$199M
$532K ﹤0.01%
318,835
+177,572
+126% +$338K
DBEF icon
2854
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.42B
$532K ﹤0.01%
+15,100
New +$520K
IPSC icon
2855
Century Therapeutics
IPSC
$349M
$531K ﹤0.01%
153,101
+48,001
+46% +$211K
LQDH icon
2856
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$540M
$531K ﹤0.01%
5,800
-9,000
-61% -$826K
AREC icon
2857
American Resources Corp
AREC
$308M
$530K ﹤0.01%
353,600
-58,700
-14% -$87.8K
DRS icon
2858
Leonardo DRS
DRS
$12.1B
$529K ﹤0.01%
40,800
-50,400
-55% -$651K
RODM icon
2859
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.66B
$529K ﹤0.01%
20,100
+3,900
+24% +$101K
TSRI
2860
DELISTED
TSR Inc. New
TSRI
$529K ﹤0.01%
65,850
-2,900
-4% -$24.7K
IWY icon
2861
iShares Russell Top 200 Growth ETF
IWY
$16.7B
$528K ﹤0.01%
+3,802
New +$494K
AVUS icon
2862
Avantis US Equity ETF
AVUS
$14.4B
$525K ﹤0.01%
7,400
-1,400
-16% -$99.1K
TWIN icon
2863
Twin Disc
TWIN
$353M
$523K ﹤0.01%
54,845
+4,552
+9% +$47.5K
ACWV icon
2864
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.38B
$522K ﹤0.01%
+5,400
New +$515K
UBFO
2865
DELISTED
United Security Bancshares
UBFO
$522K ﹤0.01%
81,848
-3,900
-5% -$29K
GRTX
2866
DELISTED
Galera Therapeutics, Inc. Common Stock
GRTX
$521K ﹤0.01%
203,500
+161,000
+379% +$332K
BWMX icon
2867
Betterware México
BWMX
$617M
$519K ﹤0.01%
43,600
-100
-0.2% -$925
MAGN
2868
Magnera Corp
MAGN
$434M
$519K ﹤0.01%
12,515
+1,715
+16% +$79.1K
ACOR
2869
DELISTED
Acorda Therapeutics
ACOR
$519K ﹤0.01%
44,265
+820
+2% +$13.6K
MNTX
2870
DELISTED
Manitex International, Inc.
MNTX
$519K ﹤0.01%
99,540
+4,600
+5% +$22.5K
CCSI icon
2871
Consensus Cloud Solutions
CCSI
$713M
$518K ﹤0.01%
15,200
-7,600
-33% -$366K
BWEN icon
2872
Broadwind
BWEN
$125M
$515K ﹤0.01%
134,200
-87,052
-39% -$371K
HGBL icon
2873
Heritage Global
HGBL
$37.5M
$511K ﹤0.01%
178,217
+62,300
+54% +$165K
RCON icon
2874
Recon Technology
RCON
$2.27M
$511K ﹤0.01%
82,900
+74,144
+847% +$1.69M
NWLI
2875
DELISTED
National Western Life Group, Inc. Class A
NWLI
$510K ﹤0.01%
2,100
– –
113 114
115
116 117

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Jim Simons's Q1 2023 Portfolio in Review

As of Q1 2023, Jim Simons held 4,600 positions worth $75.4B, up 3.1% from $73.1B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons's Q1 2023 filing shows 524 new, 1,665 increased, 1,689 reduced and 668 closed positions. Its largest new stake was Honeywell: 1,937,917 shares worth $349M. The largest sale was Apple, an estimated $1.05B.

By sector, the portfolio is most concentrated in Healthcare at 20% of assets, down from 21% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Jim Simons's largest Q1 2023 buy was Honeywell: 1,937,917 shares worth $349M.
  • Jim Simons added most to First Republic Bank in Q1 2023, an estimated $734M increase.
  • Jim Simons's biggest Q1 2023 reduction was Apple, cutting an estimated $1.05B.
  • Jim Simons fully exited Advanced Micro Devices in Q1 2023, selling an estimated $447M.
  • Jim Simons's ten largest holdings make up 11% of its $75.4B portfolio in Q1 2023.
  • Jim Simons opened 524 new positions and closed 668 in Q1 2023.
  • Jim Simons's portfolio value rose 3.1% quarter-over-quarter to $75.4B.

Based on Renaissance Technologies's 13F filing for Q1 2023, filed 12 May 2023.