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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
MWA icon
3001
Mueller Water Products
MWA
$3.98B
$389K ﹤0.01%
27,900
-259,800
-90% -$3.38M
REE
3002
DELISTED
REE Automotive
REE
$388K ﹤0.01%
39,693
-23,704
-37% -$304K
SCHB icon
3003
Schwab US Broad Market ETF
SCHB
$45.2B
$388K ﹤0.01%
+24,300
New +$380K
VTI icon
3004
Vanguard Morningstar Total Stock Market ETF
VTI
$696B
$388K ﹤0.01%
+1,900
New +$380K
WHD icon
3005
Cactus
WHD
$5.91B
$388K ﹤0.01%
9,400
-15,800
-63% -$763K
SRL icon
3006
Scully Royalty
SRL
$91.4M
$385K ﹤0.01%
57,414
+100
+0.2% +$774
FINV
3007
FinVolution Group
FINV
$1.04B
$384K ﹤0.01%
92,200
-12,500
-12% -$63.2K
XTNT icon
3008
Xtant Medical Holdings
XTNT
$43.3M
$384K ﹤0.01%
602,810
-3,500
-0.6% -$2.56K
TAST
3009
DELISTED
Carrols Restaurant Group, Inc.
TAST
$384K ﹤0.01%
172,400
+16,900
+11% +$34.3K
BFST icon
3010
Business First Bancshares
BFST
$1.05B
$379K ﹤0.01%
22,100
+11,200
+103% +$223K
PYXS icon
3011
Pyxis Oncology
PYXS
$183M
$378K ﹤0.01%
94,200
+10,600
+13% +$21.2K
SRVR icon
3012
Pacer Data & Infrastructure Real Estate ETF
SRVR
$392M
$377K ﹤0.01%
+12,700
New +$384K
HLTH
3013
DELISTED
Cue Health Inc. Common Stock
HLTH
$377K ﹤0.01%
207,100
-1,000
-0.5% -$2.17K
PVLA
3014
Palvella Therapeutics
PVLA
$2.3B
$376K ﹤0.01%
4,817
-3,770
-44% -$437K
OCUL icon
3015
Ocular Therapeutix
OCUL
$2.17B
$375K ﹤0.01%
71,193
-222,800
-76% -$1.06M
GRSD
3016
Grandstand Limited Ordinary Shares
GRSD
$77.2M
$374K ﹤0.01%
+37,700
New +$362K
OPTN
3017
DELISTED
OptiNose
OPTN
$374K ﹤0.01%
12,927
-2,293
-15% -$61K
VCSA
3018
DELISTED
Vacasa, Inc. Class A Common Stock
VCSA
$374K ﹤0.01%
19,445
+17,715
+1,024% +$497K
MOO icon
3019
VanEck Agribusiness ETF
MOO
$980M
$373K ﹤0.01%
4,300
-5,100
-54% -$450K
RWX icon
3020
State Street SPDR Dow Jones International Real Estate ETF
RWX
$266M
$373K ﹤0.01%
14,200
-13,800
-49% -$376K
SCWO icon
3021
374Water
SCWO
$43.6M
$371K ﹤0.01%
+7,860
New +$270K
ENTG icon
3022
Entegris
ENTG
$24.7B
$370K ﹤0.01%
4,510
-104,800
-96% -$8.49M
NVEI
3023
DELISTED
Nuvei Corporation Subordinate Voting Shares
NVEI
$370K ﹤0.01%
+8,500
New +$296K
DFAI
3024
Dimensional International Core Equity Market ETF
DFAI
$18.1B
$369K ﹤0.01%
13,700
-8,766
-39% -$233K
DIVO icon
3025
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.86B
$369K ﹤0.01%
+10,400
New +$369K
119 120
121
122 123

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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.