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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
OC icon
4276
Owens Corning
OC
$12.3B
– –
-184,900
Closed -$15.8M
ORBS
4277
Eightco Holdings
ORBS
$279M
– –
-105
Closed -$5K
OHI icon
4278
Omega Healthcare
OHI
$13.9B
– –
-152,778
Closed -$4.27M
OGS icon
4279
ONE Gas
OGS
$5B
– –
-11,200
Closed -$848K
ONB icon
4280
Old National Bancorp
ONB
$10.3B
– –
-11,600
Closed -$209K
ONCO icon
4281
Onconetix
ONCO
$3.32M
– –
0
– -$25K
ONEW icon
4282
OneWater Marine
ONEW
$205M
– –
-43,500
Closed -$1.24M
ONTO icon
4283
Onto Innovation
ONTO
$20.6B
– –
-7,409
Closed -$504K
OPTT icon
4284
Ocean Power Technologies
OPTT
$53.4M
– –
-36,200
Closed -$16K
OTEX icon
4285
Open Text
OTEX
$5.71B
– –
-23,300
Closed -$691K
OTLY
4286
Oatly Group
OTLY
$420M
– –
-120,913
Closed -$4.21M
OWL icon
4287
Blue Owl Capital
OWL
$18.9B
– –
-132,600
Closed -$1.41M
OXBR icon
4288
Oxbridge Re Holdings
OXBR
$10.1M
– –
-14,400
Closed -$17K
OXY icon
4289
Occidental Petroleum
OXY
$58.3B
– –
-2,433,030
Closed -$153M
OZ icon
4290
Belpointe PREP
OZ
$189M
– –
-2,500
Closed -$250K
PAG icon
4291
Penske Automotive Group
PAG
$14.4B
– –
-69,400
Closed -$7.98M
PAR icon
4292
PAR Technology
PAR
$728M
– –
-50,800
Closed -$1.32M
PCEF icon
4293
Invesco CEF Income Composite ETF
PCEF
$819M
– –
-14,988
Closed -$272K
PCG icon
4294
PG&E
PCG
$38.1B
– –
-979,900
Closed -$15.9M
PCT icon
4295
PureCycle Technologies
PCT
$1.49B
– –
-585,900
Closed -$3.96M
PEG icon
4296
Public Service Enterprise Group
PEG
$37.6B
– –
-85,900
Closed -$5.26M
PEJ icon
4297
Invesco Leisure and Entertainment ETF
PEJ
$311M
– –
-14,900
Closed -$543K
PFF icon
4298
iShares Preferred and Income Securities ETF
PFF
$13.2B
– –
-224,200
Closed -$6.84M
PFG icon
4299
Principal Financial Group
PFG
$24.3B
– –
-15,822
Closed -$1.33M
PGX icon
4300
Invesco Preferred ETF
PGX
$3.77B
– –
-230,750
Closed -$2.58M
170 171
172
173 174

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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.