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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
ESGD icon
4076
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
– –
-8,700
Closed -$572K
ESGU icon
4077
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
– –
-5,100
Closed -$432K
ESS icon
4078
Essex Property Trust
ESS
$18.5B
– –
-229,726
Closed -$48.7M
EVI icon
4079
EVI Industries
EVI
$212M
– –
-8,797
Closed -$210K
EVO icon
4080
Evotec
EVO
$718M
– –
-31,509
Closed -$255K
EWBC icon
4081
East-West Bancorp
EWBC
$18.6B
– –
-64,933
Closed -$4.28M
EWC icon
4082
iShares MSCI Canada ETF
EWC
$6.5B
– –
-79,400
Closed -$2.6M
EWI icon
4083
iShares MSCI Italy ETF
EWI
$1.08B
– –
-28,100
Closed -$757K
EWL icon
4084
iShares MSCI Switzerland ETF
EWL
$2.22B
– –
-18,700
Closed -$784K
EWP icon
4085
iShares MSCI Spain ETF
EWP
$2.22B
– –
-13,000
Closed -$314K
EWZ icon
4086
iShares MSCI Brazil ETF
EWZ
$8.52B
– –
-170,600
Closed -$4.77M
EXC icon
4087
Exelon
EXC
$46.9B
– –
-1,059,424
Closed -$45.8M
EXK
4088
Endeavour Silver
EXK
$3.05B
– –
-868,100
Closed -$2.81M
EXPO icon
4089
Exponent
EXPO
$3.2B
– –
-32,700
Closed -$3.24M
FALN icon
4090
iShares Fallen Angels USD Bond ETF
FALN
$1.61B
– –
-43,500
Closed -$1.07M
FBNC icon
4091
First Bancorp
FBNC
$2.73B
– –
-32,431
Closed -$1.39M
FCNCA icon
4092
First Citizens BancShares
FCNCA
$25.6B
– –
-11,986
Closed -$9.09M
FDL icon
4093
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.95B
– –
-45,400
Closed -$1.66M
FDN icon
4094
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.38B
– –
-3,300
Closed -$406K
FDX icon
4095
FedEx
FDX
$78.8B
– –
-486,500
Closed -$84.3M
FEDU
4096
Four Seasons Education Depositary Shares Rep 10 Ordinary Shares
FEDU
$18.8M
– –
-10,512
Closed -$76K
FENY icon
4097
Fidelity MSCI Energy Index ETF
FENY
$2.06B
– –
-28,700
Closed -$684K
FEZ icon
4098
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.55B
– –
-6,794
Closed -$263K
FICO icon
4099
Fair Isaac
FICO
$22.9B
– –
-66,250
Closed -$39.7M
FITB
4100
Fifth Third Bancorp
FITB
$52.5B
– –
-140,339
Closed -$4.61M
162 163
164
165 166

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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.