We are live on ! Find out more
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
MDVL
4501
DELISTED
MedAvail Holdings, Inc. Common Stock
MDVL
– –
-1,050
Closed -$16K
HALL
4502
DELISTED
Hallmark Financial Services, Inc.
HALL
– –
-1,280
Closed -$7K
RPT
4503
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
– –
-149,501
Closed -$1.5M
MCOM
4504
DELISTED
micromobility.com Inc. Class A Common stock
MCOM
– –
-28
Closed -$28K
PTRS
4505
DELISTED
Partners Bancorp Common Stock
PTRS
– –
-27,100
Closed -$240K
PACW
4506
DELISTED
PacWest Bancorp
PACW
– –
-510,179
Closed -$11.7M
ARGO
4507
DELISTED
Argo Group International Holdings, Ltd.
ARGO
– –
-38,565
Closed -$997K
NVOS
4508
DELISTED
Novo Integrated Sciences, Inc. Common Stock
NVOS
– –
-21,925
Closed -$44K
EGLX
4509
DELISTED
Enthusiast Gaming Holdings Inc. Common Stock
EGLX
– –
-19,600
Closed -$11K
CIR
4510
DELISTED
CIRCOR International, Inc
CIR
– –
-48,005
Closed -$1.15M
TRTN
4511
DELISTED
Triton International Limited
TRTN
– –
-37,606
Closed -$2.59M
LMNL
4512
DELISTED
Liminal BioSciences Inc. Common Shares
LMNL
– –
-3,850
Closed -$13K
TKAT
4513
DELISTED
Takung Art Co., Ltd.
TKAT
– –
-39,403
Closed -$22K
IDEX
4514
DELISTED
Ideanomics, Inc. Common Stock
IDEX
– –
-10,844
Closed -$222K
ACGN
4515
DELISTED
Aceragen Inc
ACGN
– –
-1,865
Closed -$11K
FRG
4516
DELISTED
Franchise Group, Inc.
FRG
– –
-75,869
Closed -$1.81M
SAL
4517
DELISTED
Salisbury Bancorp, Inc.
SAL
– –
-10,187
Closed -$320K
BGRY
4518
DELISTED
Berkshire Grey, Inc. Class A Common Stock
BGRY
– –
-336,200
Closed -$203K
LSI
4519
DELISTED
Life Storage, Inc.
LSI
– –
-137,000
Closed -$13.5M
INDT
4520
DELISTED
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
– –
-4,070
Closed -$258K
MGI
4521
DELISTED
MoneyGram International, Inc. New
MGI
– –
-1,170,049
Closed -$12.7M
QTEK
4522
DELISTED
QualTek Services Inc. Class A Common Stock
QTEK
– –
-11,900
Closed -$5K
BRMK
4523
DELISTED
Broadmark Realty Capital Inc. Common Stock
BRMK
– –
-22,400
Closed -$80K
SI
4524
DELISTED
Silvergate Capital Corporation
SI
– –
-1,054,300
Closed -$18.3M
AGRX
4525
DELISTED
Agile Therapeutics
AGRX
– –
-476
Closed -$5K
179 180
181
182 183

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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.