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 | |
|---|---|---|---|---|---|---|
951
Hawaiian Electric Industries
HE
$2.04B
| $12.9M | 0.02% |
335,600
+131,000
| +64% | +$5.31M |
|
952
United Rentals
URI
$69.7B
| $12.9M | 0.02% |
+32,523
| New | +$13.7M |
|
953
HEICO Corp
HEI
$51.9B
| $12.8M | 0.02% |
75,100
-180,064
| -71% | -$30.3M |
|
|
ASRT
954
DELISTED
Assertio
ASRT
| $12.8M | 0.02% |
134,209
+79,027
| +143% | +$5.95M |
|
955
Watsco Inc
WSO
$12.9B
| $12.8M | 0.02% |
40,200
-173,200
| -81% | -$50.9M |
|
956
Deere & Co
DE
$165B
| $12.8M | 0.02% |
+30,900
| New | +$12.8M |
|
|
TA
957
DELISTED
TravelCenters of America LLC
TA
| $12.8M | 0.02% |
147,480
-34,300
| -19% | -$2.25M |
|
958
Ameren
AEE
$30.2B
| $12.7M | 0.02% |
147,501
-41,599
| -22% | -$3.56M |
|
959
National Presto Industries
NPK
$987M
| $12.7M | 0.02% |
176,600
+700
| +0.4% | +$51.1K |
|
|
CSII
960
DELISTED
Cardiovascular Systems, Inc.
CSII
| $12.7M | 0.02% |
641,058
-91,900
| -13% | -$1.59M |
|
961
Privia Health
PRVA
$2.78B
| $12.7M | 0.02% |
461,009
+75,100
| +19% | +$1.98M |
|
962
Landstar System
LSTR
$6.4B
| $12.7M | 0.02% |
70,840
+38,200
| +117% | +$6.72M |
|
963
Civeo
CVEO
$344M
| $12.7M | 0.02% |
614,248
+38,524
| +7% | +$1.1M |
|
964
Viking Therapeutics
VKTX
$3.84B
| $12.7M | 0.02% |
761,200
-189,400
| -20% | -$1.96M |
|
965
BridgeBio Pharma
BBIO
$15.9B
| $12.7M | 0.02% |
763,746
-266,200
| -26% | -$3.1M |
|
966
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
| $12.7M | 0.02% |
146,700
+139,600
| +1,966% | +$12M |
|
967
Centrus Energy
LEU
$3.83B
| $12.6M | 0.02% |
390,526
+87,191
| +29% | +$3.35M |
|
968
Waters Corp
WAT
$40.6B
| $12.5M | 0.02% |
40,400
+31,300
| +344% | +$10.1M |
|
969
Simpson Manufacturing
SSD
$8B
| $12.5M | 0.02% |
114,000
-27,800
| -20% | -$2.92M |
|
970
VanEck Intermediate Muni ETF
ITM
$2.14B
| $12.5M | 0.02% |
268,900
-58,967
| -18% | -$2.72M |
|
971
Great Southern Bancorp
GSBC
$888M
| $12.5M | 0.02% |
246,100
+2,700
| +1% | +$153K |
|
|
NXRT
972
NexPoint Residential Trust
NXRT
$636M
| $12.4M | 0.02% |
283,113
-22,310
| -7% | -$1.03M |
|
|
SAND
973
DELISTED
Sandstorm Gold
SAND
| $12.3M | 0.02% |
2,123,600
-1,200,100
| -36% | -$6.56M |
|
974
Spok Holdings
SPOK
$230M
| $12.3M | 0.02% |
1,216,022
-75,900
| -6% | -$693K |
|
975
Evergy
EVRG
$19.3B
| $12.3M | 0.02% |
201,302
-482,664
| -71% | -$29.4M |
|
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.