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 |
FRC
First Republic Bank
FRC
|
+$734M |
| 2 |
Boeing
BA
|
+$493M |
| 3 |
Pfizer
PFE
|
+$478M |
| 4 |
UnitedHealth
UNH
|
+$440M |
| 5 |
Honeywell
HON
|
+$364M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$1.05B |
| 2 |
Advanced Micro Devices
AMD
|
+$447M |
| 3 |
TSMC
TSM
|
+$441M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$372M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
3401
Ouster
OUST
$3.25B
| $131K | ﹤0.01% |
+15,613
| New | +$181K |
|
3402
Sundial Growers
SNDL
$311M
| $131K | ﹤0.01% |
+82,117
| New | +$161K |
|
3403
Creative Realities
CREX
$44M
| $130K | ﹤0.01% |
58,603
+17,170
| +41% | +$35.1K |
|
3404
Mexco Energy
MXC
$19.3M
| $130K | ﹤0.01% |
11,400
-3,400
| -23% | -$43.3K |
|
3405
Offerpad Solutions
OPAD
$21.8M
| $130K | ﹤0.01% |
1,641
+475
| +41% | +$47.2K |
|
|
SISI
3406
DELISTED
Shineco
SISI
| $130K | ﹤0.01% |
17
+7
| +70% | +$81.1K |
|
|
ZEPP
3407
Zepp Health
ZEPP
$78.6M
| $130K | ﹤0.01% |
24,900
+25
| +0.1% | +$177 |
|
3408
ReWalk Robotics
LFWD
$22.2M
| $130K | ﹤0.01% |
2,149
+401
| +23% | +$26.4K |
|
3409
Blue Ridge Bankshares
BRBS
$336M
| $129K | ﹤0.01% |
12,600
-1,500
| -11% | -$17.8K |
|
3410
Capricor Therapeutics
CAPR
$244M
| $129K | ﹤0.01% |
30,521
+7,500
| +33% | +$32.3K |
|
3411
Gray Media Inc
GTN.A
$612M
| $129K | ﹤0.01% |
15,100
-300
| -2% | -$3.16K |
|
|
SOGP
3412
Sound Group
SOGP
$48.1M
| $129K | ﹤0.01% |
17,160
+90
| +0.5% | +$803 |
|
|
WHLR
3413
Wheeler Real Estate Investment Trust
WHLR
$383K
| – | – |
0
| – | – |
|
|
FNCB
3414
DELISTED
FNCB Bancorp Inc. Common Stock
FNCB
| $128K | ﹤0.01% |
20,700
-4,956
| -19% | -$38K |
|
|
AAU
3415
DELISTED
Almaden Minerals Ltd
AAU
| $128K | ﹤0.01% |
675,100
+186,277
| +38% | +$41K |
|
3416
American Shared Hospital Services
AMS
$10.6M
| $127K | ﹤0.01% |
45,200
+19,200
| +74% | +$59.2K |
|
3417
AEye
LIDR
$59.5M
| $127K | ﹤0.01% |
13,467
+7,337
| +120% | +$127K |
|
|
WTER
3418
DELISTED
The Alkaline Water Company Inc. Common Stock
WTER
| $127K | ﹤0.01% |
52,733
+30,953
| +142% | +$96.8K |
|
3419
Boxlight
BOXL
$4.54M
| $126K | ﹤0.01% |
229
+83
| +57% | +$53.7K |
|
|
UBX
3420
DELISTED
Unity Biotechnology
UBX
| $126K | ﹤0.01% |
77,471
-13,700
| -15% | -$54.9K |
|
|
SDC
3421
DELISTED
SmileDirectClub, Inc. Class A Common Stock
SDC
| $126K | ﹤0.01% |
293,312
+170,800
| +139% | +$87.5K |
|
3422
Arts-Way Manufacturing Co
ARTW
$14.9M
| $125K | ﹤0.01% |
63,574
+6,500
| +11% | +$14.6K |
|
|
BEDU
3423
DELISTED
Bright Scholar Education Holdings
BEDU
| $124K | ﹤0.01% |
51,855
-1,870
| -3% | -$4.98K |
|
3424
Franklin Wireless
FKWL
$28.2M
| $123K | ﹤0.01% |
24,700
-7,500
| -23% | -$37.3K |
|
|
KA
3425
DELISTED
Kineta, Inc. Common Stock
KA
| $123K | ﹤0.01% |
37,051
+19,535
| +112% | +$117K |
|
Similar funds
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.