Jim Simons Renaissance Technologies
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
FRC
First Republic Bank
FRC
|
+$734M |
| 2 |
Boeing
BA
|
+$493M |
| 3 |
Pfizer
PFE
|
+$478M |
| 4 |
UnitedHealth
UNH
|
+$440M |
| 5 |
Honeywell
HON
|
+$364M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$1.05B |
| 2 |
Advanced Micro Devices
AMD
|
+$447M |
| 3 |
TSMC
TSM
|
+$441M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$372M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
801
Kilroy Realty
KRC
$4.3B
| $17.3M | 0.02% |
532,400
+17,700
| +3% | +$645K |
|
802
Truist Financial
TFC
$64.6B
| $17.2M | 0.02% |
505,742
-126,175
| -20% | -$5.51M |
|
803
Towne Bank
TOWN
$3.49B
| $17.2M | 0.02% |
646,182
-7,200
| -1% | -$213K |
|
804
Independent Bank
INDB
$4.05B
| $17.2M | 0.02% |
262,196
-48,456
| -16% | -$3.71M |
|
|
ACH
805
Accendra Health
ACH
$83.8M
| $17.2M | 0.02% |
1,179,400
-314,800
| -21% | -$5.64M |
|
|
KBAL
806
DELISTED
Kimball International
KBAL
| $17.1M | 0.02% |
1,380,276
-15,000
| -1% | -$129K |
|
807
Southside Bancshares
SBSI
$982M
| $17.1M | 0.02% |
514,228
-68,857
| -12% | -$2.51M |
|
|
EMBJ
808
Embraer S.A. ADS
EMBJ
$13.2B
| $17M | 0.02% |
1,041,300
+195,100
| +23% | +$2.6M |
|
809
Alaska Air
ALK
$5.31B
| $17M | 0.02% |
406,200
-447,800
| -52% | -$21M |
|
810
Toast
TOST
$20.3B
| $17M | 0.02% |
960,000
-61,620
| -6% | -$1.22M |
|
811
Rocket Companies
RKT
$42.6B
| $17M | 0.02% |
1,880,600
-297,300
| -14% | -$2.56M |
|
812
Pembina Pipeline
PBA
$28.5B
| $17M | 0.02% |
525,512
+363,148
| +224% | +$12.3M |
|
813
Kohl's
KSS
$2.22B
| $17M | 0.02% |
721,900
+278,000
| +63% | +$7.84M |
|
814
Yeti Holdings
YETI
$3.43B
| $17M | 0.02% |
424,400
+208,320
| +96% | +$8.6M |
|
815
John B. Sanfilippo & Son
JBSS
$1.01B
| $16.9M | 0.02% |
174,000
+30,400
| +21% | +$2.71M |
|
816
Adtran
ADTN
$655M
| $16.8M | 0.02% |
1,059,073
+94,200
| +10% | +$1.63M |
|
817
Sea Limited
SE
$75.9B
| $16.8M | 0.02% |
193,700
+4,700
| +2% | +$321K |
|
818
Liberty Energy
LBRT
$3.45B
| $16.7M | 0.02% |
1,306,800
+194,100
| +17% | +$2.87M |
|
819
Mercantile Bank Corp
MBWM
$1.06B
| $16.7M | 0.02% |
547,313
-45,500
| -8% | -$1.52M |
|
820
Evercore
EVR
$12B
| $16.7M | 0.02% |
144,400
-53,100
| -27% | -$6.6M |
|
821
Robert Half
RHI
$4.48B
| $16.7M | 0.02% |
206,700
-106,900
| -34% | -$8.48M |
|
822
TransAlta
TAC
$3.99B
| $16.6M | 0.02% |
1,899,041
-296,500
| -14% | -$2.61M |
|
823
Johnson Outdoors
JOUT
$510M
| $16.6M | 0.02% |
263,500
+5,800
| +2% | +$375K |
|
824
RE/MAX Holdings
RMAX
$268M
| $16.5M | 0.02% |
881,800
-75,726
| -8% | -$1.51M |
|
825
Anika Therapeutics
ANIK
$282M
| $16.5M | 0.02% |
575,417
-20,112
| -3% | -$599K |
|
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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.