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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
VIVE
4576
DELISTED
VIVEVE MED INC
VIVE
– –
-32,000
Closed -$14K
USER
4577
DELISTED
UserTesting, Inc.
USER
– –
-114,000
Closed -$856K
SWIR
4578
DELISTED
Sierra Wireless
SWIR
– –
-775,800
Closed -$22.5M
IMGO
4579
DELISTED
Imago BioSciences, Inc. Common stock
IMGO
– –
-81,300
Closed -$2.92M
STAB
4580
DELISTED
Statera Biopharma, Inc. Common Stock
STAB
– –
-722,390
Closed -$59K
POSH
4581
DELISTED
Poshmark, Inc. Class A Common Stock
POSH
– –
-732,000
Closed -$13.1M
SPNE
4582
DELISTED
SeaSpine Holdings Corporation Common Stock
SPNE
– –
-489,500
Closed -$4.09M
BIOR
4583
DELISTED
Biora Therapeutics, Inc. Common Stock
BIOR
– –
-222
Closed -$7K
PCSB
4584
DELISTED
PCSB Financial Corporation
PCSB
– –
-357,882
Closed -$6.81M
SECO
4585
DELISTED
Secoo Holding Limited ADR
SECO
– –
-14,590
Closed -$27K
MF
4586
DELISTED
Missfresh Limited American Depositary Shares
MF
– –
-13,574
Closed -$24K
EMBK
4587
DELISTED
Embark Technology, Inc. Common Stock
EMBK
– –
-20,565
Closed -$68K
PBLA
4588
DELISTED
Panbela Therapeutics, Inc. Common Stock
PBLA
– –
-2
Closed -$4K
CALA
4589
DELISTED
Calithera Biosciences, Inc
CALA
– –
-66,795
Closed -$218K
HSTO
4590
DELISTED
Histogen Inc. Common Stock
HSTO
– –
-10,600
Closed -$9K
ZOM
4591
DELISTED
Zomedica Corp.
ZOM
– –
-126,000
Closed -$21K
AVEO
4592
DELISTED
AVEO Pharmaceuticals, Inc.
AVEO
– –
-452,000
Closed -$6.76M
CFRX
4593
DELISTED
ContraFect Corporation
CFRX
– –
-5,974
Closed -$46K
ONCS
4594
DELISTED
OncoSec Medical Incorporated
ONCS
– –
-24,179
Closed -$41K
MFGP
4595
DELISTED
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
– –
-709,235
Closed -$4.47M
CEI
4596
DELISTED
Camber Energy, Inc
CEI
– –
-198,213
Closed -$400K
COWN
4597
DELISTED
Cowen Inc. Class A Common Stock
COWN
– –
-223,128
Closed -$8.62M
SIVB
4598
DELISTED
SVB Financial Group
SIVB
– –
-719,930
Closed -$166M
SBNY
4599
DELISTED
Signature Bank
SBNY
– –
-873,931
Closed -$101M
PME
4600
DELISTED
Pingtan Marine Enterprise Ltd.
PME
– –
-50,600
Closed -$20K
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.