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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
OTMO
3526
DELISTED
Otonomo Technologies Ltd. Ordinary shares
OTMO
$89K ﹤0.01%
12,487
+2,234
+22% +$16.3K
BBLN
3527
DELISTED
Babylon Holdings Limited
BBLN
$89K ﹤0.01%
17,392
+300
+2% +$2.79K
RHE
3528
DELISTED
Regional Health Properties, Inc.
RHE
$89K ﹤0.01%
26,198
+10,098
+63% +$35.7K
ENSV
3529
DELISTED
Enservco Corp.
ENSV
$88K ﹤0.01%
184,852
+165,452
+853% +$159K
ZFOX
3530
DELISTED
ZeroFox Holdings, Inc. Common Stock
ZFOX
$87K ﹤0.01%
+59,924
New +$184K
GHRS icon
3531
GH Research
GHRS
$1.94B
$86K ﹤0.01%
+10,800
New +$99.3K
ASXC
3532
DELISTED
Asensus Surgical, Inc.
ASXC
$86K ﹤0.01%
129,973
-22,500
-15% -$15.2K
SLNA
3533
DELISTED
Selina Hospitality PLC Ordinary Shares
SLNA
$86K ﹤0.01%
+55,400
New +$147K
ADTH
3534
DELISTED
AdTheorent Holding Co
ADTH
$86K ﹤0.01%
+50,896
New +$85.1K
AMTI
3535
DELISTED
Applied Molecular Transport Inc. Common Stock
AMTI
$86K ﹤0.01%
269,287
-291,413
-52% -$152K
IVDA icon
3536
Iveda Solutions
IVDA
$6.09M
$85K ﹤0.01%
+8,000
New +$74.7K
CONN
3537
DELISTED
Conn's Inc.
CONN
$85K ﹤0.01%
14,073
-51,581
-79% -$439K
ACER
3538
DELISTED
Acer Therapeutics Inc
ACER
$85K ﹤0.01%
111,800
+53,300
+91% +$105K
SRGA
3539
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
$85K ﹤0.01%
53,414
+1,962
+4% +$3.99K
INM icon
3540
InMed Pharmaceuticals
INM
$7.64M
$84K ﹤0.01%
+3,875
New +$125K
POCI icon
3541
Precision Optics
POCI
$46M
$84K ﹤0.01%
+12,367
New +$80.7K
AHG
3542
Akso Health Group
AHG
$1.11B
$83K ﹤0.01%
233,698
-23,800
-9% -$9.75K
CHRN
3543
ChronoScale Holdings
CHRN
$2.99B
$83K ﹤0.01%
3,367
+193
+6% +$4.56K
NNVC icon
3544
NanoViricides
NNVC
$34.7M
$83K ﹤0.01%
71,094
-5,879
-8% -$7.93K
SANW
3545
DELISTED
S&W Seed Co
SANW
$83K ﹤0.01%
3,006
+89
+3% +$2.84K
THM
3546
International Tower Hill Mines
THM
$696M
$83K ﹤0.01%
138,351
-23,508
-15% -$13.3K
VIOT
3547
Viomi Technology
VIOT
$48.5M
$83K ﹤0.01%
81,064
-200
-0.2% -$244
CLRB icon
3548
Cellectar Biosciences
CLRB
$19.8M
$82K ﹤0.01%
1,913
+355
+23% +$17.3K
FENG
3549
Phoenix New Media
FENG
$18.4M
$82K ﹤0.01%
35,831
-1,100
-3% -$2.65K
RETO icon
3550
ReTo Eco-Solutions
RETO
$10.2M
$82K ﹤0.01%
1
– –
140 141
142
143 144

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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.