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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
+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
EWL icon
3801
iShares MSCI Switzerland ETF
EWL
$2.22B
– –
-16,200
Closed -$782K
EWP icon
3802
iShares MSCI Spain ETF
EWP
$2.21B
– –
-57,000
Closed -$1.75M
EXPE icon
3803
Expedia Group
EXPE
$39.4B
– –
-22,393
Closed -$3.4M
HYPD
3804
Hyperion DeFi Inc
HYPD
$42.9M
– –
-3,048
Closed -$507K
EZGO
3805
EZGO Technologies
EZGO
$2.84M
– –
-5
Closed -$85K
FAS icon
3806
Direxion Daily Financial Bull 3x ETF
FAS
$2.5B
– –
-10,500
Closed -$868K
FBIO icon
3807
Fortress Biotech
FBIO
$99M
– –
-25,867
Closed -$78K
FBND icon
3808
Fidelity Total Bond ETF
FBND
$27.4B
– –
-5,100
Closed -$235K
FDS icon
3809
Factset
FDS
$10.2B
– –
-1,450
Closed -$692K
FE icon
3810
FirstEnergy
FE
$27.1B
– –
-66,008
Closed -$2.42M
FELE icon
3811
Franklin Electric
FELE
$4.68B
– –
-14,497
Closed -$1.4M
FGBI icon
3812
First Guaranty Bancshares
FGBI
$137M
– –
-10,383
Closed -$115K
FISV
3813
Fiserv Inc
FISV
$29.5B
– –
-285,127
Closed -$37.9M
FIS icon
3814
Fidelity National Information Services
FIS
$22.8B
– –
-1,351,442
Closed -$81.2M
FLEX icon
3815
Flex
FLEX
$45.9B
– –
-428,693
Closed -$9.84M
FLNC icon
3816
Fluence Energy
FLNC
$2.44B
– –
-189,400
Closed -$4.52M
FMAO icon
3817
Farmers & Merchants Bancorp
FMAO
$486M
– –
-8,081
Closed -$200K
FN icon
3818
Fabrinet
FN
$20.3B
– –
-15,300
Closed -$2.91M
FNDE icon
3819
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.95B
– –
-56,507
Closed -$1.53M
FRGT icon
3820
Freight Technologies
FRGT
$1.24M
– –
-4
Closed -$36K
FUTY icon
3821
Fidelity MSCI Utilities Index ETF
FUTY
$2.31B
– –
-25,200
Closed -$1.03M
FXE icon
3822
Invesco CurrencyShares Euro Currency Trust
FXE
$340M
– –
-9,900
Closed -$1.01M
FXH icon
3823
First Trust Health Care AlphaDEX Fund
FXH
$1.11B
– –
-7,700
Closed -$797K
FXO icon
3824
First Trust Financials AlphaDEX Fund
FXO
$1.15B
– –
-9,500
Closed -$411K
GABC icon
3825
German American Bancorp
GABC
$1.92B
– –
-19,249
Closed -$624K
151 152
153
154 155

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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.