We are live on ! Find out more
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
MTNB icon
3551
Matinas BioPharma
MTNB
$1.49M
$81K ﹤0.01%
3,439
+1,017
+42% +$25.7K
SACH
3552
Sachem Capital Corp
SACH
$37.6M
$81K ﹤0.01%
21,700
-23,572
-52% -$86.7K
PHIO icon
3553
Phio Pharmaceuticals
PHIO
$12.7M
$80K ﹤0.01%
1,587
+43
+3% +$2.27K
RVPH
3554
DELISTED
REVIVA PHARMA HLDGS INC
RVPH
$80K ﹤0.01%
956
-59
-6% -$5.15K
ATIP
3555
DELISTED
ATI Physical Therapy, Inc.
ATIP
$80K ﹤0.01%
6,308
+356
+6% +$6.47K
BTMD icon
3556
Biote Corp
BTMD
$42.7M
$79K ﹤0.01%
+12,688
New +$56.8K
FORA
3557
DELISTED
Forian
FORA
$79K ﹤0.01%
20,700
+7,900
+62% +$27.5K
YARW
3558
Yarrow Bioscience, Inc. Common Stock
YARW
$114M
$79K ﹤0.01%
512
-451
-47% -$81K
ORKA
3559
Oruka Therapeutics
ORKA
$7.16B
$79K ﹤0.01%
3,308
+375
+13% +$9.88K
SPIR icon
3560
Spire Global
SPIR
$540M
$78K ﹤0.01%
14,638
+5,688
+64% +$45.4K
SDIG
3561
DELISTED
Stronghold Digital Mining, Inc. Class A Common Stock
SDIG
$78K ﹤0.01%
12,560
+9,250
+279% +$52.8K
ATNX
3562
DELISTED
Athenex, Inc. Common Stock
ATNX
$78K ﹤0.01%
58,759
-1,517
-3% -$4.49K
CNSY
3563
Cerenome, Inc. Common Stock
CNSY
$25.5M
$77K ﹤0.01%
705
+496
+237% +$66.7K
SLNG icon
3564
Stabilis Solutions
SLNG
$104M
$77K ﹤0.01%
21,000
-3,500
-14% -$14.7K
BSIN
3565
Big Sky Industrial
BSIN
$71.4M
$77K ﹤0.01%
43,504
+24,304
+127% +$53.6K
YJ
3566
Yunji
YJ
$9.56M
$77K ﹤0.01%
4,955
+1,590
+47% +$32.9K
AAME icon
3567
Atlantic American Corp
AAME
$29M
$76K ﹤0.01%
30,900
+400
+1% +$989
ELDN icon
3568
Eledon Pharmaceuticals
ELDN
$286M
$76K ﹤0.01%
32,173
+2,500
+8% +$6.7K
HUDI icon
3569
Huadi International Group
HUDI
$13.4M
$76K ﹤0.01%
+24,200
New +$113K
IMNN icon
3570
Imunon
IMNN
$6.64M
$76K ﹤0.01%
4,724
+736
+18% +$14.2K
JFIN
3571
Jiayin Group
JFIN
$120M
$76K ﹤0.01%
20,254
-1,642
-7% -$5.12K
LIQT icon
3572
LiqTech
LIQT
$19.7M
$76K ﹤0.01%
20,229
-10,006
-33% -$38.5K
WRN
3573
Western Copper and Gold
WRN
$541M
$76K ﹤0.01%
+41,523
New +$72.1K
SHPW
3574
DELISTED
Shapeways Holdings, Inc. Common Stock
SHPW
$76K ﹤0.01%
27,663
+16,288
+143% +$70.1K
VRPX
3575
DELISTED
Virpax Pharmaceuticals, Inc. Common Stock
VRPX
$75K ﹤0.01%
381
-4
-1% -$893
141 142
143
144 145

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.