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 | |
|---|---|---|---|---|---|---|
876
Comfort Systems
FIX
$60.8B
| $14.8M | 0.02% |
101,200
+68,900
| +213% | +$8.94M |
|
877
O-I Glass
OI
$1.05B
| $14.8M | 0.02% |
649,800
+392,700
| +153% | +$8.24M |
|
|
HBI
878
DELISTED
Hanesbrands
HBI
| $14.8M | 0.02% |
2,804,700
+2,003,100
| +250% | +$12.6M |
|
879
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.15B
| $14.7M | 0.02% |
+290,055
| New | +$14.7M |
|
880
ManpowerGroup
MAN
$2.75B
| $14.7M | 0.02% |
177,952
+27,700
| +18% | +$2.36M |
|
881
NiSource
NI
$20.2B
| $14.7M | 0.02% |
524,900
-119,400
| -19% | -$3.27M |
|
|
DHIL
882
DELISTED
Diamond Hill
DHIL
| $14.7M | 0.02% |
89,046
+800
| +0.9% | +$142K |
|
883
Magnolia Oil & Gas
MGY
$6.13B
| $14.7M | 0.02% |
669,600
-21,400
| -3% | -$475K |
|
884
Powell Industries
POWL
$7.43B
| $14.6M | 0.02% |
1,030,605
-64,800
| -6% | -$897K |
|
|
TARO
885
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
| $14.6M | 0.02% |
599,400
-12,400
| -2% | -$362K |
|
|
BECN
886
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $14.6M | 0.02% |
247,457
-40,700
| -14% | -$2.38M |
|
887
Metallus
MTUS
$892M
| $14.6M | 0.02% |
793,846
+76,000
| +11% | +$1.42M |
|
888
MSC Industrial Direct
MSM
$6.77B
| $14.5M | 0.02% |
173,000
-62,400
| -27% | -$5.17M |
|
889
Cigna
CI
$73.5B
| $14.5M | 0.02% |
+56,859
| New | +$16.6M |
|
890
Mohawk Industries
MHK
$9.42B
| $14.5M | 0.02% |
144,700
-145,800
| -50% | -$15.9M |
|
891
CVB Financial
CVBF
$4.08B
| $14.5M | 0.02% |
869,394
+439,400
| +102% | +$10M |
|
892
Vermilion Energy
VET
$1.72B
| $14.5M | 0.02% |
1,114,847
+69,825
| +7% | +$984K |
|
893
Columbia Financial
CLBK
$1.22B
| $14.5M | 0.02% |
790,832
-11,200
| -1% | -$227K |
|
894
Willis Lease Finance
WLFC
$1.15B
| $14.5M | 0.02% |
791,391
-8,718
| -1% | -$170K |
|
|
SRDX
895
DELISTED
Surmodics
SRDX
| $14.4M | 0.02% |
633,032
+51,794
| +9% | +$1.33M |
|
896
State Street Utilities Select Sector SPDR ETF
XLU
$22.9B
| $14.4M | 0.02% |
425,200
+123,000
| +41% | +$4.17M |
|
897
Stewart Information Services
STC
$2.07B
| $14.4M | 0.02% |
356,597
-28,700
| -7% | -$1.26M |
|
898
Twilio
TWLO
$38.3B
| $14.4M | 0.02% |
215,800
-642,495
| -75% | -$39.6M |
|
899
Avista
AVA
$3.24B
| $14.3M | 0.02% |
337,422
-132,000
| -28% | -$5.47M |
|
900
LPL Financial
LPLA
$29.5B
| $14.3M | 0.02% |
70,600
+56,900
| +415% | +$13M |
|
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.