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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
W icon
4451
Wayfair
W
$14.1B
– –
-2,183,700
Closed -$71.8M
WAL icon
4452
Western Alliance Bancorporation
WAL
$8.89B
– –
-162,904
Closed -$9.7M
WELL icon
4453
Welltower
WELL
$163B
– –
-213,963
Closed -$14M
WGO icon
4454
Winnebago Industries
WGO
$927M
– –
-462,200
Closed -$24.4M
WHR icon
4455
Whirlpool
WHR
$2.84B
– –
-228,357
Closed -$32.3M
WINT
4456
DELISTED
Windtree Therapeutics
WINT
– –
-7
Closed -$57K
WM icon
4457
Waste Management
WM
$90.7B
– –
-16,300
Closed -$2.56M
WMS icon
4458
Advanced Drainage Systems
WMS
$10.8B
– –
-651,337
Closed -$53.4M
WOR icon
4459
Worthington Enterprises
WOR
$2.79B
– –
-66,826
Closed -$2.05M
WOW
4460
DELISTED
WideOpenWest
WOW
– –
-204,100
Closed -$1.86M
WST icon
4461
West Pharmaceutical
WST
$24.7B
– –
-294,700
Closed -$69.4M
WTFC icon
4462
Wintrust Financial
WTFC
$10.9B
– –
-69,700
Closed -$5.89M
XAIR icon
4463
Beyond Air
XAIR
$5.18M
– –
-79
Closed -$204K
XLB icon
4464
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
– –
-17,200
Closed -$668K
XLG icon
4465
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
– –
-13,000
Closed -$359K
XMMO icon
4466
Invesco S&P MidCap Momentum ETF
XMMO
$7.56B
– –
-4,900
Closed -$369K
XSOE icon
4467
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.09B
– –
-17,800
Closed -$475K
XSVM icon
4468
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$667M
– –
-11,600
Closed -$531K
ZION icon
4469
Zions Bancorporation
ZION
$10.4B
– –
-278,295
Closed -$13.7M
ZTS icon
4470
Zoetis
ZTS
$31.1B
– –
-223,774
Closed -$32.8M
XTKG
4471
DELISTED
X3 Holdings Co., Ltd. Class A Ordinary Shares
XTKG
– –
-1
Closed -$47K
NTRP icon
4472
NextTrip
NTRP
$23.1M
– –
-836
Closed -$7K
AIFC
4473
AI Financial Corp
AIFC
$58.7M
– –
-29,300
Closed -$40K
MAAS
4474
Maase Inc
MAAS
$9.24B
– –
-190
Closed -$87K
FLG
4475
Flagstar Bank National Association
FLG
$5.89B
– –
-145,947
Closed -$3.77M
177 178
179
180 181

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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.