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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 20.34%
2 Technology 16.84%
3 Consumer Discretionary 12.66%
4 Industrials 10.11%
5 Consumer Staples 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RPT
3226
Rithm Property Trust
RPT
$99.9M
$226K ﹤0.01%
5,717
-366
-6% -$17.4K
BH.A icon
3227
Biglari Holdings Class A
BH.A
$1.23B
$225K ﹤0.01%
+270
New +$220K
INMB icon
3228
INmune Bio
INMB
$56.6M
$225K ﹤0.01%
+34,800
New +$280K
PLBC icon
3229
Plumas Bancorp
PLBC
$439M
$225K ﹤0.01%
6,600
-200
-3% -$7.83K
CLVR
3230
DELISTED
Clever Leaves Holdings Inc. Common Shares
CLVR
$224K ﹤0.01%
19,523
+546
+3% +$6.71K
CGXU icon
3231
Capital Group International Focus Equity ETF
CGXU
$6.63B
$223K ﹤0.01%
9,600
-49,700
-84% -$1.11M
BSVN icon
3232
Bank7 Corp
BSVN
$495M
$222K ﹤0.01%
9,052
-6,748
-43% -$185K
IHF icon
3233
iShares US Healthcare Providers ETF
IHF
$1.26B
$222K ﹤0.01%
4,500
-20,500
-82% -$1.05M
SJ icon
3234
Scienjoy Holding
SJ
$39.1M
$222K ﹤0.01%
54,300
-2,200
-4% -$7.04K
TRHC
3235
DELISTED
Tabula Rasa HealthCare, Inc. Common Stock
TRHC
$222K ﹤0.01%
39,700
-30,900
-44% -$177K
HEPA
3236
DELISTED
Hepion Pharmaceuticals
HEPA
$221K ﹤0.01%
284
+38
+15% +$28.1K
VIGI icon
3237
Vanguard International Dividend Appreciation ETF
VIGI
$9.32B
$221K ﹤0.01%
+3,000
New +$217K
NCSM icon
3238
NCS Multistage Holdings
NCSM
$134M
$219K ﹤0.01%
9,226
+1,200
+15% +$29K
QCLN icon
3239
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$632M
$219K ﹤0.01%
4,200
-1,600
-28% -$83.8K
AMPS
3240
DELISTED
Altus Power
AMPS
$219K ﹤0.01%
39,900
+17,700
+80% +$124K
ACIC icon
3241
American Coastal Insurance
ACIC
$465M
$218K ﹤0.01%
77,428
+13,302
+21% +$26.7K
ICVX
3242
DELISTED
Icosavax, Inc. Common Stock
ICVX
$218K ﹤0.01%
37,500
+16,500
+79% +$143K
EWD icon
3243
iShares MSCI Sweden ETF
EWD
$585M
$217K ﹤0.01%
6,100
-17,300
-74% -$604K
GLUE icon
3244
Monte Rosa Therapeutics
GLUE
$1.36B
$217K ﹤0.01%
27,900
+11,500
+70% +$80K
BODI icon
3245
The Beachbody Company
BODI
$46.6M
$217K ﹤0.01%
9,012
+1,452
+19% +$45K
FBRX icon
3246
Forte Biosciences
FBRX
$1.57B
$216K ﹤0.01%
8,540
-2,560
-23% -$64.4K
GDOT icon
3247
Green Dot
GDOT
$766M
$216K ﹤0.01%
+12,600
New +$220K
GHSI
3248
DELISTED
Guardion Health Sciences, Inc. Common Stock
GHSI
$216K ﹤0.01%
35,420
+2,005
+6% +$13.3K
IUSG icon
3249
iShares Core S&P US Growth ETF
IUSG
$34B
$213K ﹤0.01%
+2,400
New +$204K
ALIM
3250
DELISTED
Alimera Sciences
ALIM
$213K ﹤0.01%
101,394
-1,100
-1% -$2.56K
128 129
130
131 132

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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.