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 | |
|---|---|---|---|---|---|---|
851
PetMed Express
PETS
$43.4M
| $15.7M | 0.02% |
968,269
+35,100
| +4% | +$661K |
|
|
OLP
852
One Liberty Properties
OLP
$537M
| $15.7M | 0.02% |
684,529
-5,500
| -0.8% | -$127K |
|
|
NVRO
853
DELISTED
NEVRO CORP.
NVRO
| $15.6M | 0.02% |
431,900
+182,000
| +73% | +$6.39M |
|
854
Macerich
MAC
$6.99B
| $15.6M | 0.02% |
1,472,487
-114,400
| -7% | -$1.36M |
|
855
MaxLinear
MXL
$6.95B
| $15.6M | 0.02% |
442,913
+93,800
| +27% | +$3.4M |
|
856
Dynatrace
DT
$14.7B
| $15.6M | 0.02% |
368,400
+324,700
| +743% | +$13.1M |
|
857
Hims & Hers Health
HIMS
$6.71B
| $15.6M | 0.02% |
1,570,800
+62,100
| +4% | +$544K |
|
858
Brixmor Property Group
BRX
$9.21B
| $15.6M | 0.02% |
723,800
+408,200
| +129% | +$9.08M |
|
859
First Trust Managed Municipal ETF
FMB
$2.07B
| $15.5M | 0.02% |
304,300
-6,700
| -2% | -$341K |
|
860
Warner Music
WMG
$13.3B
| $15.5M | 0.02% |
464,300
-67,400
| -13% | -$2.27M |
|
861
Progyny
PGNY
$1.99B
| $15.5M | 0.02% |
482,000
+285,100
| +145% | +$9.42M |
|
862
Option Care Health
OPCH
$3.61B
| $15.5M | 0.02% |
+487,230
| New | +$14.6M |
|
863
TechnipFMC
FTI
$30.1B
| $15.4M | 0.02% |
1,130,100
-1,690,000
| -60% | -$22.9M |
|
864
W.P. Carey
WPC
$16.3B
| $15.4M | 0.02% |
203,281
-79,837
| -28% | -$6.36M |
|
|
LUCK
865
Lucky Strike Entertainment
LUCK
$930M
| $15.3M | 0.02% |
903,200
+680,700
| +306% | +$10.1M |
|
866
Harmony Biosciences
HRMY
$2.24B
| $15.2M | 0.02% |
465,800
+123,100
| +36% | +$5.61M |
|
867
Lufax Holding
LU
$1.31B
| $15.2M | 0.02% |
1,862,075
-1,692,613
| -48% | -$16.2M |
|
868
Sylvamo
SLVM
$1.55B
| $15.1M | 0.02% |
326,700
-190,000
| -37% | -$9.02M |
|
|
SVM
869
Silvercorp Metals
SVM
$2.61B
| $15.1M | 0.02% |
3,953,496
-134,063
| -3% | -$441K |
|
870
Badger Meter
BMI
$3.78B
| $15.1M | 0.02% |
123,900
+26,900
| +28% | +$3.14M |
|
871
Ardelyx
ARDX
$1.01B
| $15M | 0.02% |
3,137,693
+2,688,000
| +598% | +$9.07M |
|
|
MASI
872
DELISTED
Masimo
MASI
| $15M | 0.02% |
81,300
-98,400
| -55% | -$16.6M |
|
873
QCR Holdings
QCRH
$1.75B
| $14.9M | 0.02% |
338,272
-10,400
| -3% | -$519K |
|
|
MFA
874
MFA Financial
MFA
$931M
| $14.8M | 0.02% |
1,490,825
+122,400
| +9% | +$1.3M |
|
875
Universal Corp
UVV
$1.12B
| $14.8M | 0.02% |
279,311
-30,900
| -10% | -$1.62M |
|
Similar funds
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.