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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
NYMX
3801
DELISTED
Nymox Pharmaceutical Corp
NYMX
$24K ﹤0.01%
69,381
-13,419
-16% -$5.45K
LABP
3802
DELISTED
Landos Biopharma, Inc. Common Stock
LABP
$24K ﹤0.01%
7,920
-4,620
-37% -$17.1K
CREG
3803
DELISTED
Smart Powerr
CREG
$23K ﹤0.01%
+151
New +$27.7K
JF
3804
J and Friends Holdings
JF
$17.8M
$23K ﹤0.01%
+21,017
New +$12K
BACK
3805
DELISTED
IMAC Holdings, Inc. Common Stock
BACK
$23K ﹤0.01%
5,249
+4,172
+387% +$30.2K
UNAM
3806
DELISTED
Unico American Corp
UNAM
$23K ﹤0.01%
20,937
+200
+1% +$244
BFRI icon
3807
Biofrontera
BFRI
$16.1M
$22K ﹤0.01%
1,787
+790
+79% +$12.3K
HSCS icon
3808
Heart Test Laboratories
HSCS
$8.03M
$22K ﹤0.01%
227
-2
-0.9% -$270
VERO
3809
DELISTED
Venus Concept
VERO
$22K ﹤0.01%
618
+153
+33% +$6.8K
GLS
3810
DELISTED
Gelesis Holdings, Inc.
GLS
$22K ﹤0.01%
135,064
+64,242
+91% +$18.4K
BDRX
3811
Biodexa Pharmaceuticals
BDRX
$1.61M
$21K ﹤0.01%
+1
New +$225K
EVOK
3812
DELISTED
Evoke Pharma
EVOK
$21K ﹤0.01%
+932
New +$36.5K
INSG icon
3813
Inseego
INSG
$77.7M
$21K ﹤0.01%
3,600
+1,200
+50% +$10.7K
MDIA icon
3814
Mediaco Holding
MDIA
$78.5M
$21K ﹤0.01%
+18,300
New +$23.9K
IMDX
3815
Insight Molecular Diagnostics
IMDX
$121M
$21K ﹤0.01%
2,980
+1,570
+111% +$11.7K
GPUS
3816
Hyperscale Data Inc
GPUS
$52.2M
$21K ﹤0.01%
1
– –
TLIS
3817
DELISTED
Talis Biomedical Corporation Common Stock
TLIS
$21K ﹤0.01%
2,833
+506
+22% +$4.3K
LYT
3818
DELISTED
Lytus Technologies Holdings PTV. Ltd. Common Shares
LYT
$21K ﹤0.01%
550
-345
-39% -$16.8K
CWBR
3819
DELISTED
CohBar, Inc. Common Stock
CWBR
$21K ﹤0.01%
11,723
+1,466
+14% +$2.96K
GAME icon
3820
GameSquare
GAME
$39M
$20K ﹤0.01%
+3,625
New +$20.7K
INKT icon
3821
MiNK Therapeutics
INKT
$54.8M
$20K ﹤0.01%
+1,030
New +$22.3K
JFU
3822
9F Inc
JFU
$29.2M
$20K ﹤0.01%
12,582
+5,296
+73% +$15.6K
FRZA
3823
DELISTED
Forza X1, Inc. Common Stock
FRZA
$20K ﹤0.01%
16,600
-1,336
-7% -$1.88K
ZEV
3824
DELISTED
Lightning eMotors, Inc.
ZEV
$20K ﹤0.01%
+3,460
New +$40.3K
NMTR
3825
DELISTED
9 Meters Biopharma
NMTR
$20K ﹤0.01%
14,325
-58,843
-80% -$111K
151 152
153
154 155

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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.