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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
HOUS
4151
DELISTED
Anywhere Real Estate
HOUS
– –
-949,662
Closed -$6.07M
HWC icon
4152
Hancock Whitney
HWC
$6.34B
– –
-184,573
Closed -$8.93M
HWM icon
4153
Howmet Aerospace
HWM
$112B
– –
-352,200
Closed -$13.9M
HYLB icon
4154
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.48B
– –
-69,000
Closed -$2.33M
HYPR icon
4155
Hyperfine
HYPR
$95.5M
– –
-17,500
Closed -$15K
HZO icon
4156
MarineMax
HZO
$1.15B
– –
-116,000
Closed -$3.62M
IAT icon
4157
iShares US Regional Banks ETF
IAT
$687M
– –
-11,200
Closed -$534K
ICF icon
4158
iShares Select U.S. REIT ETF
ICF
$2.09B
– –
-3,900
Closed -$214K
ICLN icon
4159
iShares Global Clean Energy ETF
ICLN
$2.12B
– –
-91,800
Closed -$1.82M
IDEV icon
4160
iShares Core MSCI International Developed Markets ETF
IDEV
$32.7B
– –
-5,200
Closed -$291K
IEI icon
4161
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
– –
-4,100
Closed -$471K
IEMG icon
4162
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
– –
-152,000
Closed -$7.1M
IFF icon
4163
International Flavors & Fragrances
IFF
$21.4B
– –
-58,300
Closed -$6.11M
IFRX icon
4164
InflaRx
IFRX
$296M
– –
-69,300
Closed -$215K
IGM icon
4165
iShares Expanded Tech Sector ETF
IGM
$10.8B
– –
-10,800
Closed -$504K
IGV icon
4166
iShares Expanded Tech-Software Sector ETF
IGV
$14.8B
– –
-22,500
Closed -$1.15M
IJH icon
4167
iShares Core S&P Mid-Cap ETF
IJH
$128B
– –
-9,000
Closed -$435K
IJK icon
4168
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
– –
-9,800
Closed -$669K
IJR icon
4169
iShares Core S&P Small-Cap ETF
IJR
$112B
– –
-8,800
Closed -$833K
IJS icon
4170
iShares S&P Small-Cap 600 Value ETF
IJS
$8.36B
– –
-3,100
Closed -$283K
IJT icon
4171
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.42B
– –
-7,700
Closed -$832K
ILAG icon
4172
Intelligent Living
ILAG
$6.69M
– –
-2,110
Closed -$19K
ILF icon
4173
iShares Latin America 40 ETF
ILF
$3.71B
– –
-24,900
Closed -$570K
IMXI icon
4174
International Money Express
IMXI
$343M
– –
-38,700
Closed -$943K
INBS icon
4175
Intelligent Bio Solutions
INBS
$7.67M
– –
-44
Closed -$21K
165 166
167
168 169

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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.