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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
CDAK
4526
DELISTED
Codiak BioSciences, Inc. Common Stock
CDAK
– –
-300,852
Closed -$120K
BOXD
4527
DELISTED
Boxed, Inc.
BOXD
– –
-335,137
Closed -$65K
AGFS
4528
DELISTED
AgroFresh Solutions Inc
AGFS
– –
-391,711
Closed -$1.16M
ASPU
4529
DELISTED
ASPEN GROUP, INC.
ASPU
– –
-27,600
Closed -$9K
DCT
4530
DELISTED
Duck Creek Technologies, Inc. Common Stock
DCT
– –
-374,200
Closed -$4.51M
SGFY
4531
DELISTED
Signify Health, Inc.
SGFY
– –
-219,200
Closed -$6.28M
ATCO
4532
DELISTED
Atlas Corp.
ATCO
– –
-738,357
Closed -$11.3M
EVOP
4533
DELISTED
EVO Payments, Inc. Class A Common Stock
EVOP
– –
-691,000
Closed -$23.4M
SIOX
4534
DELISTED
Sio Gene Therapies Inc. Common Stock
SIOX
– –
-409,284
Closed -$178K
QTT
4535
DELISTED
Qutoutiao Inc. American Depositary Shares
QTT
– –
-33,580
Closed -$23K
ALR
4536
DELISTED
AlerisLife Inc
ALR
– –
-406,600
Closed -$224K
AMOV
4537
DELISTED
America Movil SAB de CV
AMOV
– –
-13,253
Closed -$239K
MYOV
4538
DELISTED
Myovant Sciences Ltd.
MYOV
– –
-324,600
Closed -$8.75M
VVNT
4539
DELISTED
Vivint Smart Home, Inc. Class A Common Stock
VVNT
– –
-535,100
Closed -$6.37M
FSTX
4540
DELISTED
F-star Therapeutics, Inc. Common Stock
FSTX
– –
-171,911
Closed -$1.09M
CNCE
4541
DELISTED
Concert Pharmaceuticals, Inc.
CNCE
– –
-500,605
Closed -$2.92M
RUBY
4542
DELISTED
Rubius Therapeutics, Inc
RUBY
– –
-200,190
Closed -$35K
CAJ
4543
DELISTED
Canon, Inc.
CAJ
– –
-1,228,843
Closed -$26.6M
LHDX
4544
DELISTED
Lucira Health, Inc. Common Stock
LHDX
– –
-29,000
Closed -$3K
OIIM
4545
DELISTED
02Micro International
OIIM
– –
-1,303,949
Closed -$5.83M
ALBO
4546
DELISTED
Albireo Pharma Inc
ALBO
– –
-89,683
Closed -$1.94M
OPNT
4547
DELISTED
Opiant Pharmaceuticals, Inc. Common Stock
OPNT
– –
-146,415
Closed -$2.97M
UMPQ
4548
DELISTED
Umpqua Holdings Corp
UMPQ
– –
-672,878
Closed -$12M
RFP
4549
DELISTED
Resolute Forest Products Inc.
RFP
– –
-333,800
Closed -$7.21M
ELVT
4550
DELISTED
Elevate Credit, Inc.
ELVT
– –
-1,020,555
Closed -$1.79M
180 181
182
183 184

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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.