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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
GEF icon
4126
Greif
GEF
$5.06B
– –
-129,000
Closed -$8.65M
GERN icon
4127
Geron
GERN
$1.02B
– –
-257,800
Closed -$624K
GFL icon
4128
GFL Environmental
GFL
$14.9B
– –
-317,347
Closed -$9.28M
GLD icon
4129
SPDR Gold Trust
GLD
$142B
– –
-35,400
Closed -$6M
GLDG
4130
GoldMining Inc
GLDG
$221M
– –
-148,500
Closed -$168K
GNLN icon
4131
Greenlane Holdings
GNLN
$1.19M
– –
0
– -$25K
GNS icon
4132
Genius Group
GNS
$30.1M
– –
-13,720
Closed -$45K
GOOG icon
4133
Alphabet (Google) Class C
GOOG
$4.21T
– –
-588,098
Closed -$52.2M
GOOGL icon
4134
Alphabet (Google) Class A
GOOGL
$4.23T
– –
-4,218,455
Closed -$372M
GOVX icon
4135
GeoVax Labs
GOVX
$3.86M
– –
-1,095
Closed -$259K
GPI icon
4136
Group 1 Automotive
GPI
$3.13B
– –
-28,000
Closed -$5.05M
GSL icon
4137
Global Ship Lease
GSL
$1.51B
– –
-355,497
Closed -$5.92M
GUNR icon
4138
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$6.98B
– –
-38,000
Closed -$1.65M
GV
4139
DELISTED
Visionary Holdings
GV
– –
-667
Closed -$4K
GVA icon
4140
Granite Construction
GVA
$5.47B
– –
-66,465
Closed -$2.33M
GVI icon
4141
iShares Intermediate Government/Credit Bond ETF
GVI
$3.8B
– –
-4,600
Closed -$471K
GWRE icon
4142
Guidewire Software
GWRE
$14.8B
– –
-183,800
Closed -$11.5M
GWX icon
4143
State Street SPDR S&P International Small Cap ETF
GWX
$930M
– –
-35,400
Closed -$1.04M
GXC icon
4144
State Street SPDR S&P China ETF
GXC
$470M
– –
-2,800
Closed -$219K
HBT icon
4145
HBT Financial
HBT
$1.34B
– –
-15,300
Closed -$299K
HCTI icon
4146
Healthcare Triangle
HCTI
$2.76M
– –
0
– -$6K
HI
4147
DELISTED
Hillenbrand
HI
– –
-9,600
Closed -$410K
HIW icon
4148
Highwoods Properties
HIW
$3.52B
– –
-103,600
Closed -$2.9M
HLI icon
4149
Houlihan Lokey
HLI
$8.69B
– –
-59,500
Closed -$5.19M
HOMB icon
4150
Home BancShares
HOMB
$6.28B
– –
-126,639
Closed -$2.89M
164 165
166
167 168

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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.