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
+9.46%
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
$63.6B
AUM Growth
-$983M
Cap. Flow
-$5.25B
Cap. Flow %
-8.25%
Top 10 Hldgs %
11.59%
Holding
4,246
New
562
Increased
1,539
Reduced
1,517
Closed
582

Top Buys

Rank Stock Value
1
CVX icon
Chevron
CVX
+$317M
2
WMT icon
Walmart Inc
WMT
+$218M
3
LIN icon
Linde
LIN
+$174M
4
PYPL icon
PayPal
PYPL
+$133M
5
UNP icon
Union Pacific
UNP
+$126M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$724M
2
UBER icon
Uber
UBER
+$527M
3
XOM icon
ExxonMobil
XOM
+$450M
4
NVO
Novo Nordisk
NVO
+$365M
5
AAPL icon
Apple
AAPL
+$336M

Sector Composition

Rank Sector Weight
1 Technology 18.8%
2 Healthcare 17.12%
3 Consumer Discretionary 13.21%
4 Financials 8.81%
5 Consumer Staples 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMH icon
3676
American Homes 4 Rent
AMH
$12.3B
– –
-337,129
Closed -$12.1M
AMN icon
3677
AMN Healthcare
AMN
$1.34B
– –
-24,500
Closed -$1.83M
AN icon
3678
AutoNation
AN
$6.89B
– –
-8,300
Closed -$1.25M
ANGL icon
3679
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.12B
– –
-94,300
Closed -$2.71M
AOK icon
3680
iShares Core Conservative Allocation ETF
AOK
$795M
– –
-5,600
Closed -$202K
APD icon
3681
Air Products & Chemicals
APD
$68B
– –
-48,700
Closed -$13.3M
APLE icon
3682
Apple Hospitality REIT
APLE
$3.75B
– –
-426,800
Closed -$7.09M
APPN icon
3683
Appian
APPN
$2.65B
– –
-13,400
Closed -$505K
APVO icon
3684
Aptevo Therapeutics
APVO
$5.16M
– –
-1
Closed -$94K
ARCB icon
3685
ArcBest
ARCB
$3.28B
– –
-31,839
Closed -$3.83M
ARCT icon
3686
Arcturus Therapeutics
ARCT
$223M
– –
-10,202
Closed -$322K
ARCO icon
3687
Arcos Dorados Holdings
ARCO
$1.71B
– –
-102,134
Closed -$1.3M
ARQQ icon
3688
Arqit Quantum
ARQQ
$413M
– –
-624
Closed -$7K
ARQT icon
3689
Arcutis Biotherapeutics
ARQT
$3.25B
– –
-395,100
Closed -$1.28M
ARWR icon
3690
Arrowhead Research
ARWR
$12.1B
– –
-122,000
Closed -$3.73M
ASHR icon
3691
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.58B
– –
-241,600
Closed -$5.78M
ASTE icon
3692
Astec Industries
ASTE
$975M
– –
-23,345
Closed -$868K
ASUR icon
3693
Asure Software
ASUR
$251M
– –
-53,000
Closed -$505K
ATEX icon
3694
Anterix
ATEX
$1.79B
– –
-55,200
Closed -$1.84M
ATMU icon
3695
Atmus Filtration Technologies
ATMU
$4.06B
– –
-100,900
Closed -$2.37M
FRMM
3696
Forum Markets
FRMM
$82.4M
– –
-228
Closed -$9K
ATOM icon
3697
Atomera
ATOM
$212M
– –
-17,870
Closed -$125K
AUUD
3698
Auddia
AUUD
$5.47M
– –
-21
Closed -$17K
AVGO icon
3699
Broadcom
AVGO
$1.99T
– –
-1,153,680
Closed -$129M
AVT icon
3700
Avnet
AVT
$7.87B
– –
-135,600
Closed -$6.83M
146 147
148
149 150

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 2024 Portfolio in Review

As of Q1 2024, Jim Simons held 4,246 positions worth $63.6B, down 1.5% from $64.6B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons withdrew a net $5.25B in Q1 2024, closing 582 positions and reducing 1,517 holdings. Its most notable exit was ExxonMobil, an estimated $450M position sold in full.

By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 20% a quarter earlier, followed by Healthcare and Consumer Discretionary.

Against the trend, Jim Simons opened a new position in Chevron worth $331M.

  • Jim Simons's largest Q1 2024 buy was Chevron: 2,097,623 shares worth $331M.
  • Jim Simons added most to Walmart Inc in Q1 2024, an estimated $218M increase.
  • Jim Simons's biggest Q1 2024 reduction was NVIDIA, cutting an estimated $724M.
  • Jim Simons fully exited ExxonMobil in Q1 2024, selling an estimated $450M.
  • Jim Simons's ten largest holdings make up 12% of its $63.6B portfolio in Q1 2024.
  • Jim Simons opened 562 new positions and closed 582 in Q1 2024.
  • Jim Simons's portfolio value fell 1.5% quarter-over-quarter to $63.6B.

Based on Renaissance Technologies's 13F filing for Q1 2024, filed 13 May 2024.