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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
BLKB icon
3051
Blackbaud
BLKB
$2.11B
$353K ﹤0.01%
+5,100
New +$306K
BOSC icon
3052
Better Online Solutions
BOSC
$31.8M
$353K ﹤0.01%
132,111
-12,400
-9% -$28.8K
FDBC icon
3053
Fidelity D&D Bancorp
FDBC
$321M
$352K ﹤0.01%
7,700
-1,600
-17% -$76.3K
NWN icon
3054
Northwest Natural Holdings
NWN
$2.13B
$352K ﹤0.01%
7,400
-5,300
-42% -$256K
BSJN
3055
DELISTED
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
$352K ﹤0.01%
+14,947
New +$351K
AZZ icon
3056
AZZ Inc
AZZ
$4.5B
$351K ﹤0.01%
8,500
-21,781
-72% -$892K
PDCO
3057
DELISTED
Patterson Companies, Inc.
PDCO
$351K ﹤0.01%
13,104
-334,100
-96% -$9.39M
RAVE icon
3058
RAVE Restaurant Group
RAVE
$44.2M
$348K ﹤0.01%
241,900
-22,964
-9% -$36.6K
SDPI
3059
DELISTED
Superior Drilling Products Inc.
SDPI
$348K ﹤0.01%
389,548
+38,554
+11% +$38.6K
SSBK
3060
DELISTED
Southern States Bancshares
SSBK
$347K ﹤0.01%
15,400
+1,800
+13% +$49.3K
RLGT icon
3061
Radiant Logistics
RLGT
$406M
$346K ﹤0.01%
52,800
-2,200
-4% -$12.3K
BTAL icon
3062
AGF US Market Neutral Anti-Beta Fund
BTAL
$298M
$345K ﹤0.01%
16,900
-86,909
-84% -$1.75M
BCEL
3063
DELISTED
Atreca, Inc. Class A Common Stock
BCEL
$339K ﹤0.01%
297,324
+14,000
+5% +$20.3K
MVBF icon
3064
MVB Financial
MVBF
$394M
$336K ﹤0.01%
+16,300
New +$378K
SGMA
3065
DELISTED
Sigmatron International
SGMA
$334K ﹤0.01%
126,087
+600
+0.5% +$2.19K
FVCB icon
3066
FVCBankcorp
FVCB
$338M
$333K ﹤0.01%
31,275
-3,600
-10% -$48.6K
ELP
3067
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
$331K ﹤0.01%
61,500
-23,975
-28% -$131K
ATYR
3068
aTyr Pharma
ATYR
$56.9M
$331K ﹤0.01%
157,655
-8,421
-5% -$18.5K
XYF
3069
X Financial
XYF
$214M
$330K ﹤0.01%
105,675
-5,500
-5% -$18.6K
JT
3070
DELISTED
Jianpu Technology Inc. American Depositary Shares, each representing twenty Class A Ordinary Shares
JT
$330K ﹤0.01%
214,069
-16,500
-7% -$29.6K
BLZE icon
3071
Backblaze
BLZE
$1.24B
$329K ﹤0.01%
65,200
-18,500
-22% -$112K
MKFG
3072
DELISTED
Markforged Holding Corporation
MKFG
$328K ﹤0.01%
34,191
-4,553
-12% -$56.7K
MIRM icon
3073
Mirum Pharmaceuticals
MIRM
$5.95B
$327K ﹤0.01%
13,600
-79,700
-85% -$1.82M
NCNA
3074
NuCana
NCNA
$6.2M
$327K ﹤0.01%
68
+2
+3% +$13.7K
TEAD
3075
Teads Holding Co
TEAD
$65.6M
$326K ﹤0.01%
78,900
-21,000
-21% -$95.3K
121 122
123
124 125

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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.