We are live on ! Find out more
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
FIXD icon
4101
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.25B
– –
-24,257
Closed -$1.06M
FLNC icon
4102
Fluence Energy
FLNC
$2.46B
– –
-26,400
Closed -$453K
FMX icon
4103
Fomento Económico Mexicano
FMX
$40.2B
– –
-510,900
Closed -$39.9M
FMS icon
4104
Fresenius Medical Care
FMS
$12.7B
– –
-210,300
Closed -$3.44M
FNCL icon
4105
Fidelity MSCI Financials Index ETF
FNCL
$2.43B
– –
-6,500
Closed -$312K
FNDA icon
4106
Schwab Fundamental US Small Company Index ETF
FNDA
$9.45B
– –
-15,400
Closed -$360K
FNDX icon
4107
Schwab Fundamental US Large Company Index ETF
FNDX
$27.6B
– –
-22,200
Closed -$395K
FNKO icon
4108
Funko
FNKO
$338M
– –
-108,068
Closed -$1.18M
FORM icon
4109
FormFactor
FORM
$10.2B
– –
-19,788
Closed -$440K
FPE icon
4110
First Trust Preferred Securities and Income ETF
FPE
$6.34B
– –
-35,900
Closed -$603K
FREL icon
4111
Fidelity MSCI Real Estate Index ETF
FREL
$1.49B
– –
-11,300
Closed -$280K
FRGE
4112
DELISTED
Forge Global Holdings
FRGE
– –
-10,613
Closed -$275K
FRGT icon
4113
Freight Technologies
FRGT
$1.3M
– –
0
– -$20K
FRME icon
4114
First Merchants
FRME
$2.73B
– –
-26,820
Closed -$1.1M
FSLY icon
4115
Fastly Inc
FSLY
$4.53B
– –
-14,300
Closed -$117K
FSS icon
4116
Federal Signal
FSS
$7.7B
– –
-7,402
Closed -$344K
FTXN icon
4117
First Trust Nasdaq Oil & Gas ETF
FTXN
$161M
– –
-12,600
Closed -$352K
FXN icon
4118
First Trust Energy AlphaDEX Fund
FXN
$382M
– –
-33,200
Closed -$567K
FXO icon
4119
First Trust Financials AlphaDEX Fund
FXO
$1.14B
– –
-8,100
Closed -$332K
FXY icon
4120
Invesco CurrencyShares Japanese Yen Trust
FXY
$427M
– –
-10,900
Closed -$775K
FYX icon
4121
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.42B
– –
-3,230
Closed -$253K
GBX icon
4122
The Greenbrier Companies
GBX
$1.42B
– –
-7,800
Closed -$262K
GDDY icon
4123
GoDaddy
GDDY
$11.8B
– –
-4,300
Closed -$322K
GDX icon
4124
VanEck Gold Miners ETF
GDX
$26.9B
– –
-240,800
Closed -$6.9M
GDXJ icon
4125
VanEck Junior Gold Miners ETF
GDXJ
$8.34B
– –
-10,100
Closed -$360K
163 164
165
166 167

Similar funds

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 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.