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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
IYG icon
4201
iShares US Financial Services ETF
IYG
$2.22B
– –
-11,400
Closed -$599K
IYK icon
4202
iShares US Consumer Staples ETF
IYK
$1.42B
– –
-12,300
Closed -$831K
IYW icon
4203
iShares US Technology ETF
IYW
$25.4B
– –
-2,800
Closed -$209K
IYZ icon
4204
iShares US Telecommunications ETF
IYZ
$1.26B
– –
-9,800
Closed -$220K
JAGX icon
4205
Jaguar Health
JAGX
$3.73M
– –
0
– -$82K
JBL icon
4206
Jabil
JBL
$38.4B
– –
-46,273
Closed -$3.16M
JEF icon
4207
Jefferies Financial Group
JEF
$12.6B
– –
-238,581
Closed -$7.82M
JLL icon
4208
Jones Lang LaSalle
JLL
$16.7B
– –
-5,700
Closed -$908K
JPIN icon
4209
JPMorgan Diversified Return International Equity ETF
JPIN
$375M
– –
-8,200
Closed -$404K
JZ
4210
Jianzhi Education Technology Group
JZ
$6.65M
– –
-31
Closed -$20K
KALA icon
4211
KALA BIO
KALA
$17.1M
– –
-212
Closed -$404K
KALU icon
4212
Kaiser Aluminum
KALU
$3.1B
– –
-9,200
Closed -$699K
KBA icon
4213
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$148M
– –
-9,400
Closed -$240K
KBWB icon
4214
Invesco KBW Bank ETF
KBWB
$6.85B
– –
-10,900
Closed -$563K
KEYS icon
4215
Keysight
KEYS
$60.6B
– –
-97,200
Closed -$16.6M
KIE icon
4216
State Street SPDR S&P Insurance ETF
KIE
$676M
– –
-16,700
Closed -$684K
KKR icon
4217
KKR & Co
KKR
$99.5B
– –
-252,150
Closed -$11.7M
KMLM icon
4218
KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
$415M
– –
-10,100
Closed -$309K
KMPR icon
4219
Kemper
KMPR
$1.56B
– –
-62,410
Closed -$3.07M
KMT icon
4220
Kennametal
KMT
$2.35B
– –
-253,100
Closed -$6.09M
KRUS icon
4221
Kura Sushi USA
KRUS
$637M
– –
-34,157
Closed -$1.63M
L icon
4222
Loews
L
$23.1B
– –
-241,400
Closed -$14.1M
LAMR icon
4223
Lamar Advertising Co
LAMR
$15.6B
– –
-68,012
Closed -$6.42M
LCII icon
4224
LCI Industries
LCII
$2.6B
– –
-3,800
Closed -$351K
LEMB icon
4225
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$722M
– –
-33,502
Closed -$1.16M
167 168
169
170 171

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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.