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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
COUP
4551
DELISTED
Coupa Software Incorporated
COUP
– –
-447,900
Closed -$35.5M
PAYA
4552
DELISTED
Paya Holdings Inc. Class A Common Stock
PAYA
– –
-351,500
Closed -$2.77M
LHCG
4553
DELISTED
LHC Group LLC
LHCG
– –
-220,969
Closed -$35.7M
REED
4554
DELISTED
Reeds, Inc. Common Stock
REED
– –
-3,196
Closed -$11K
PTNR
4555
DELISTED
Partner Communications
PTNR
– –
-2,508,550
Closed -$17.9M
VLDR
4556
DELISTED
Velodyne Lidar, Inc. Common Stock
VLDR
– –
-519,700
Closed -$384K
FFBW
4557
DELISTED
FFBW, Inc. Common Stock
FFBW
– –
-41,426
Closed -$481K
MTCR
4558
DELISTED
Metacrine, Inc. Common Stock
MTCR
– –
-574,636
Closed -$257K
HZN
4559
DELISTED
Horizon Global Corporation
HZN
– –
-168,902
Closed -$66K
QUMU
4560
DELISTED
Qumu Corp.
QUMU
– –
-641,556
Closed -$573K
STOR
4561
DELISTED
STORE Capital Corporation
STOR
– –
-1,143,500
Closed -$36.7M
AHPI
4562
DELISTED
Allied Healthcare Products
AHPI
– –
-42,600
Closed -$39K
ZNH
4563
DELISTED
China Southern Airlines Company Limited
ZNH
– –
-178,500
Closed -$5.78M
KNBE
4564
DELISTED
KnowBe4, Inc. Class A Common Stock
KNBE
– –
-1,067,200
Closed -$26.4M
IVC
4565
DELISTED
Invacare Corporation
IVC
– –
-1,521,569
Closed -$639K
ASAP
4566
DELISTED
Waitr Holdings Inc. Common Stock
ASAP
– –
-100,330
Closed -$35K
VIVO
4567
DELISTED
Meridian Bioscience Inc
VIVO
– –
-2,100,304
Closed -$69.8M
PFHD
4568
DELISTED
Professional Holding Corp. Class A Common stock
PFHD
– –
-46,000
Closed -$1.28M
BNFT
4569
DELISTED
Benefitfocus, Inc.
BNFT
– –
-279,754
Closed -$2.93M
TCDA
4570
DELISTED
Tricida, Inc. Common Stock
TCDA
– –
-238,100
Closed -$36K
TTM
4571
DELISTED
Tata Motors Limited
TTM
– –
-66,200
Closed -$1.53M
AYLA
4572
DELISTED
Ayala Pharmaceuticals, Inc. Common Stock
AYLA
– –
-53,600
Closed -$21K
MMX
4573
DELISTED
Maverix Metals Inc. Common Shares
MMX
– –
-176,200
Closed -$825K
CIXX
4574
DELISTED
CI Financial Corp.
CIXX
– –
-112,000
Closed -$1.12M
PRTY
4575
DELISTED
Party City Holdco Inc.
PRTY
– –
-2,047,947
Closed -$749K
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.