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
FNCH
3726
DELISTED
Finch Therapeutics Group, Inc. Common Stock
FNCH
$37K ﹤0.01%
3,100
-997
-24% -$13.2K
THER
3727
DELISTED
THERATECHNOLOGIES INC COM
THER
$37K ﹤0.01%
45,200
-11,200
-20% -$9.17K
DUOT icon
3728
Duos Technologies
DUOT
$294M
$36K ﹤0.01%
+12,900
New +$46.9K
INDP icon
3729
Indaptus Therapeutics
INDP
$141M
$36K ﹤0.01%
686
+4
+0.6% +$189
MPU icon
3730
Mega Matrix
MPU
$13.7M
$36K ﹤0.01%
23,500
-50,000
-68% -$79.8K
QMCO icon
3731
Quantum Corp
QMCO
$973M
$36K ﹤0.01%
1,585
-6,006
-79% -$157K
BFI
3732
DELISTED
BurgerFi International, Inc. Common Stock
BFI
$36K ﹤0.01%
30,400
+5,700
+23% +$8.59K
SCPX
3733
DELISTED
Scorpius Holdings, Inc.
SCPX
$36K ﹤0.01%
10
+3
+43% +$12.1K
LVOX
3734
DELISTED
LiveVox Holding, Inc. Class A Common Stock
LVOX
$36K ﹤0.01%
+11,800
New +$31.3K
DMS
3735
DELISTED
Digital Media Solutions, Inc.
DMS
$36K ﹤0.01%
2,153
+46
+2% +$786
ADIL
3736
Adial Pharmaceuticals
ADIL
$9.61M
$35K ﹤0.01%
161
-242
-60% -$58.6K
ZKIN icon
3737
ZK International Group
ZKIN
$60.8M
$35K ﹤0.01%
7,200
-1,400
-16% -$7.73K
CORR
3738
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
$35K ﹤0.01%
27,600
-16,977
-38% -$29K
AIFA
3739
All In FutureTech Alliance Inc
AIFA
$18.6M
$34K ﹤0.01%
4,767
+584
+14% +$4.41K
DRMA icon
3740
Dermata Therapeutics
DRMA
$6.31M
$34K ﹤0.01%
+176
New +$103K
TC
3741
TuanChe
TC
$55.2M
$34K ﹤0.01%
195
-2
-1% -$415
DUO
3742
Fangdd Network Group
DUO
$25M
$33K ﹤0.01%
141
+5
+4% +$1.19K
ELUT icon
3743
Elutia
ELUT
$38M
$33K ﹤0.01%
+21,916
New +$84K
MOB
3744
Mobilicom Ltd
MOB
$72.6M
$33K ﹤0.01%
+23,665
New +$33.3K
RGLS
3745
DELISTED
Regulus Therapeutics
RGLS
$33K ﹤0.01%
38,800
+4,000
+11% +$5.29K
USAS
3746
Americas Gold and Silver
USAS
$1.7B
$33K ﹤0.01%
27,720
+16,640
+150% +$22.6K
CLPS icon
3747
CLPS Inc
CLPS
$26.1M
$32K ﹤0.01%
28,532
+3,600
+14% +$4.88K
SEGG
3748
Sports Entertainment Gaming Global Corp
SEGG
$7.89M
$32K ﹤0.01%
82
-6
-7% -$3.61K
SDEV
3749
Stablecoin Development Corp
SDEV
$50.6M
$32K ﹤0.01%
107
+7
+7% +$2.52K
CNTN
3750
Canton Strategic Holdings
CNTN
$152M
$32K ﹤0.01%
108
+38
+54% +$13.6K
148 149
150
151 152

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.