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 | |
|---|---|---|---|---|---|---|
1026
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.6B
| $11.4M | 0.02% |
351,839
+147,759
| +72% | +$4.77M |
|
|
SCPL
1027
DELISTED
SciPlay Corporation Class A Common Stock
SCPL
| $11.4M | 0.02% |
671,900
+60,000
| +10% | +$984K |
|
1028
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.12B
| $11.4M | 0.02% |
217,895
-45,612
| -17% | -$2.37M |
|
1029
Alarm.com
ALRM
$2.74B
| $11.4M | 0.02% |
225,900
+30,400
| +16% | +$1.57M |
|
1030
Hudbay
HBM
$11.8B
| $11.4M | 0.02% |
2,162,729
+33,300
| +2% | +$175K |
|
|
PDM
1031
Piedmont Realty Trust
PDM
$1.2B
| $11.4M | 0.02% |
1,555,000
-120,100
| -7% | -$1.1M |
|
|
HCCI
1032
DELISTED
Heritage-Crystal Clean, Inc.
HCCI
| $11.4M | 0.02% |
318,800
+7,500
| +2% | +$270K |
|
1033
Organon & Co
OGN
$3.6B
| $11.3M | 0.01% |
478,500
+20,900
| +5% | +$561K |
|
|
HDSN
1034
Hudson Technologies
HDSN
$239M
| $11.3M | 0.01% |
1,288,650
-9,298
| -0.7% | -$90K |
|
1035
Agree Realty
ADC
$9.34B
| $11.2M | 0.01% |
163,100
-3,300
| -2% | -$236K |
|
1036
ATI
ATI
$30.9B
| $11.2M | 0.01% |
283,392
+124,000
| +78% | +$4.68M |
|
1037
Evolution Petroleum
EPM
$135M
| $11.1M | 0.01% |
1,764,197
+103,900
| +6% | +$666K |
|
1038
LKQ Corp
LKQ
$6.38B
| $11.1M | 0.01% |
195,760
+45,100
| +30% | +$2.54M |
|
1039
Aviat Networks
AVNW
$282M
| $11.1M | 0.01% |
321,370
-7,900
| -2% | -$269K |
|
1040
Insperity
NSP
$2.05B
| $11.1M | 0.01% |
91,100
+37,500
| +70% | +$4.38M |
|
1041
Future Fuel
FF
$249M
| $11.1M | 0.01% |
1,500,300
+76,700
| +5% | +$659K |
|
1042
Independent Bank Corp
IBCP
$854M
| $11M | 0.01% |
619,500
+46,200
| +8% | +$998K |
|
1043
Teekay Tankers
TNK
$2.9B
| $11M | 0.01% |
255,912
+181,500
| +244% | +$6.73M |
|
1044
The RMR Group
RMR
$346M
| $11M | 0.01% |
418,114
+3,200
| +0.8% | +$89.7K |
|
|
SPNS
1045
DELISTED
Sapiens International
SPNS
| $11M | 0.01% |
504,403
-105,900
| -17% | -$2.24M |
|
|
BRKL
1046
DELISTED
Brookline Bancorp
BRKL
| $10.9M | 0.01% |
1,041,623
+243,380
| +30% | +$3.07M |
|
1047
Murphy Oil
MUR
$4.99B
| $10.9M | 0.01% |
294,800
-19,700
| -6% | -$787K |
|
1048
Invesco Senior Loan ETF
BKLN
$6.76B
| $10.9M | 0.01% |
523,400
+498,600
| +2,010% | +$10.4M |
|
1049
VanEck High Yield Muni ETF
HYD
$4.42B
| $10.9M | 0.01% |
+210,300
| New | +$10.9M |
|
|
CIVI
1050
DELISTED
Civitas Resources
CIVI
| $10.9M | 0.01% |
159,207
+40,900
| +35% | +$2.65M |
|
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.