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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
PH icon
4301
Parker-Hannifin
PH
$135B
– –
-17,150
Closed -$4.99M
PLYA
4302
DELISTED
Playa Hotels & Resorts
PLYA
– –
-204,800
Closed -$1.34M
PLXS icon
4303
Plexus
PLXS
$7.4B
– –
-18,693
Closed -$1.92M
PNQI icon
4304
Invesco NASDAQ Internet ETF
PNQI
$535M
– –
-16,000
Closed -$359K
PPBI
4305
DELISTED
Pacific Premier Bancorp
PPBI
– –
-15,500
Closed -$489K
PWZ icon
4306
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.17B
– –
-125,585
Closed -$3.03M
QEFA icon
4307
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.08B
– –
-4,400
Closed -$282K
RBC icon
4308
RBC Bearings
RBC
$17.7B
– –
-27,100
Closed -$5.67M
RDHL
4309
Redhill Biopharma
RDHL
$3.64M
– –
-349
Closed -$49K
RDVY icon
4310
First Trust Rising Dividend Achievers ETF
RDVY
$25.6B
– –
-15,900
Closed -$698K
REGL icon
4311
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.8B
– –
-3,200
Closed -$229K
REI icon
4312
Ring Energy
REI
$349M
– –
-567,790
Closed -$1.4M
REMX icon
4313
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.27B
– –
-3,200
Closed -$244K
RETL icon
4314
Direxion Daily Retail Bull 3X ETF
RETL
$27.1M
– –
-44,400
Closed -$309K
REZ icon
4315
iShares Residential and Multisector Real Estate ETF
REZ
$848M
– –
-16,600
Closed -$1.13M
RH icon
4316
RH
RH
$3.41B
– –
-214,800
Closed -$57.4M
RILY icon
4317
BRC Group Holdings
RILY
$293M
– –
-119,139
Closed -$4.08M
RJF icon
4318
Raymond James Financial
RJF
$34.6B
– –
-196,437
Closed -$21M
RKDA icon
4319
Arcadia Biosciences
RKDA
$1.59M
– –
-3,613
Closed -$39K
RLYB icon
4320
Rallybio
RLYB
$86.7M
– –
-1,725
Closed -$91K
RNAZ icon
4321
TransCode Therapeutics
RNAZ
$3.58M
– –
0
– -$9K
RPM icon
4322
RPM International
RPM
$14.7B
– –
-60,200
Closed -$5.87M
RPV icon
4323
Invesco S&P 500 Pure Value ETF
RPV
$1.72B
– –
-4,400
Closed -$343K
RS icon
4324
Reliance Steel & Aluminium
RS
$21.7B
– –
-203,512
Closed -$41.2M
RSP icon
4325
Invesco S&P 500 Equal Weight ETF
RSP
$99.2B
– –
-8,100
Closed -$1.14M
171 172
173
174 175

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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.