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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
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
IMPP icon
3901
Imperial Petroleum
IMPP
$211M
$7K ﹤0.01%
2,287
-3,180
-58% -$10.9K
QNRX
3902
Quoin Pharmaceuticals
QNRX
$12.5M
$7K ﹤0.01%
+33
New +$16.1K
PEV
3903
DELISTED
Phoenix Motor Inc. Common Stock
PEV
$7K ﹤0.01%
+11,291
New +$12K
BIMI
3904
DELISTED
BIMI International Medical Inc. Common Stock
BIMI
$7K ﹤0.01%
+12,500
New +$15K
BRSH
3905
DELISTED
Bruush Oral Care Inc. Common Stock
BRSH
$7K ﹤0.01%
+1,060
New +$10.2K
APGN
3906
DELISTED
Apexigen, Inc. Common Stock
APGN
$7K ﹤0.01%
+14,812
New +$17.8K
VISL
3907
DELISTED
Vislink Technologies, Inc. Common Stock
VISL
$7K ﹤0.01%
960
+240
+33% +$2.44K
SONN
3908
DELISTED
Sonnet BioTherapeutics
SONN
$6K ﹤0.01%
+92
New +$14.9K
NIXX
3909
Nixxy Inc
NIXX
$19.6M
$6K ﹤0.01%
1,527
-1,930
-56% -$11.5K
BTCY
3910
DELISTED
Biotricity, Inc. Common Stock
BTCY
$6K ﹤0.01%
+2,002
New +$8.22K
ID
3911
DELISTED
PARTS iD, Inc.
ID
$6K ﹤0.01%
+25,500
New +$13.8K
OIG
3912
DELISTED
Orbital Infrastructure Group, Inc. Common Stock
OIG
$6K ﹤0.01%
955
+495
+108% +$3.3K
AREB
3913
DELISTED
American Rebel
AREB
– –
0
– –
CRDL
3914
Cardiol Therapeutics
CRDL
$202M
$5K ﹤0.01%
+10,100
New +$5.97K
AIFF
3915
Firefly Neuroscience
AIFF
$17.9M
$5K ﹤0.01%
578
-759
-57% -$15K
BLCM
3916
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
$5K ﹤0.01%
14,000
+300
+2% +$277
PLXP
3917
DELISTED
PLx Pharma Inc. Common Stock
PLXP
$5K ﹤0.01%
37,000
-17,500
-32% -$3.56K
UTRS
3918
DELISTED
Minerva Surgical, Inc. Common Stock
UTRS
$4K ﹤0.01%
+991
New +$6.1K
AMPE
3919
DELISTED
Ampio Pharmaceuticals Inc.
AMPE
$4K ﹤0.01%
+860
New +$4.83K
DXF
3920
Eason Technology Ltd
DXF
$1.72M
$3K ﹤0.01%
+19
New +$4.14K
HSDT icon
3921
Solana Company
HSDT
$103M
– –
-4
Closed -$46.3K
CRKN
3922
DELISTED
Crown Electrokinetics Corp. Common Stock
CRKN
– –
0
– –
FIEE
3923
FiEE Inc
FIEE
$37.4M
$3K ﹤0.01%
+1,248
New +$5.77K
NCMI icon
3924
National CineMedia
NCMI
$245M
$2K ﹤0.01%
+1,820
New +$4.25K
ACHC icon
3925
Acadia Healthcare
ACHC
$2.87B
– –
-248,800
Closed -$20.5M
155 156
157
158 159

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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.