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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+10.31%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$80.1B
AUM Growth
-$274M
Cap. Flow
-$5.63B
Cap. Flow %
-7.02%
Top 10 Hldgs %
12.21%
Holding
3,960
New
701
Increased
982
Reduced
1,699
Closed
551

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$814M
2
NVDA icon
NVIDIA
NVDA
+$448M
3
MSFT icon
Microsoft
MSFT
+$394M
4
AAPL icon
Apple
AAPL
+$368M
5
JNJ icon
Johnson & Johnson
JNJ
+$288M

Top Sells

Rank Stock Value
1
BIDU icon
Baidu
BIDU
+$616M
2
TSLA icon
Tesla
TSLA
+$406M
3
PANW icon
Palo Alto Networks
PANW
+$400M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$394M
5
T icon
AT&T
T
+$389M

Sector Composition

Rank Sector Weight
1 Healthcare 19.96%
2 Technology 19.63%
3 Consumer Staples 10.59%
4 Consumer Discretionary 10.5%
5 Communication Services 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USAP
2501
DELISTED
Universal Stainless & Alloy
USAP
$1.36M ﹤0.01%
134,200
-1,900
-1% -$19K
LVO icon
2502
LiveOne
LVO
$59.4M
$1.35M ﹤0.01%
+28,630
New +$1.24M
BEDU
2503
DELISTED
Bright Scholar Education Holdings
BEDU
$1.35M ﹤0.01%
79,624
-7,210
-8% -$139K
FPH icon
2504
Five Point Holdings
FPH
$372M
$1.35M ﹤0.01%
166,779
-156,121
-48% -$1.18M
ACNT icon
2505
Ascent Industries
ACNT
$134M
$1.35M ﹤0.01%
134,691
-17,109
-11% -$169K
GMDA
2506
DELISTED
Gamida Cell Ltd. Ordinary Shares
GMDA
$1.34M ﹤0.01%
209,700
+137,687
+191% +$949K
BPFH
2507
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
$1.34M ﹤0.01%
90,972
-403,174
-82% -$5.91M
HBT icon
2508
HBT Financial
HBT
$1.35B
$1.34M ﹤0.01%
76,900
-45,300
-37% -$804K
DVD
2509
DELISTED
Dover Motorsports
DVD
$1.34M ﹤0.01%
594,022
-73,766
-11% -$163K
SCU
2510
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
$1.33M ﹤0.01%
+54,200
New +$1.3M
TH icon
2511
Target Hospitality
TH
$1.62B
$1.33M ﹤0.01%
359,100
+28,231
+9% +$93.5K
UWM icon
2512
ProShares Ultra Russell2000
UWM
$248M
$1.33M ﹤0.01%
22,200
+7,110
+47% +$410K
CALB
2513
DELISTED
California BanCorp Common Stock
CALB
$1.33M ﹤0.01%
70,885
+33,800
+91% +$605K
MGC icon
2514
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$1.32M ﹤0.01%
8,700
+6,500
+295% +$961K
AIU
2515
DELISTED
Meta Data Limited American Depositary Shares, each representing ten (10) Class A Ordinary Shares
AIU
$1.32M ﹤0.01%
8,619
-245
-3% -$61.5K
SCPH
2516
DELISTED
scPharmaceuticals
SCPH
$1.32M ﹤0.01%
216,486
+25,100
+13% +$151K
TUFN
2517
DELISTED
Tufin Software Technologies Ltd.
TUFN
$1.32M ﹤0.01%
+144,822
New +$1.36M
ELA icon
2518
Envela
ELA
$420M
$1.32M ﹤0.01%
274,769
+31,200
+13% +$142K
VERO
2519
DELISTED
Venus Concept
VERO
$1.32M ﹤0.01%
2,571
-2,924
-53% -$1.05M
HNNA icon
2520
Hennessy Advisors
HNNA
$79M
$1.32M ﹤0.01%
140,725
-7,611
-5% -$70.6K
THR
2521
DELISTED
Thermon Group Holdings
THR
$1.31M ﹤0.01%
77,200
+40,072
+108% +$745K
TIO
2522
DELISTED
Tingo Group, Inc. Common Stock
TIO
$1.31M ﹤0.01%
+561,407
New +$1.08M
ALIM
2523
DELISTED
Alimera Sciences
ALIM
$1.31M ﹤0.01%
144,293
-920
-0.6% -$9.04K
FIBK icon
2524
First Interstate BancSystem
FIBK
$3.7B
$1.31M ﹤0.01%
+31,336
New +$1.45M
DZSI
2525
DELISTED
DZS Inc. Common Stock
DZSI
$1.31M ﹤0.01%
63,200
+4,600
+8% +$79.8K
99 100
101
102 103

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Jim Simons's Q2 2021 Portfolio in Review

As of Q2 2021, Jim Simons held 3,960 positions worth $80.1B, down 0.34% from $80.4B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons withdrew a net $5.63B in Q2 2021, closing 551 positions and reducing 1,699 holdings. Its most notable exit was AT&T, an estimated $389M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 20% of assets, up from 19% a quarter earlier, followed by Technology and Consumer Staples.

Against the trend, Jim Simons opened a new position in Caterpillar worth $227M.

  • Jim Simons's largest Q2 2021 buy was Caterpillar: 1,042,778 shares worth $227M.
  • Jim Simons added most to Amazon in Q2 2021, an estimated $814M increase.
  • Jim Simons's biggest Q2 2021 reduction was Baidu, cutting an estimated $616M.
  • Jim Simons fully exited AT&T in Q2 2021, selling an estimated $389M.
  • Jim Simons's ten largest holdings make up 12% of its $80.1B portfolio in Q2 2021.
  • Jim Simons opened 701 new positions and closed 551 in Q2 2021.
  • Jim Simons's portfolio value fell 0.34% quarter-over-quarter to $80.1B.

Based on Renaissance Technologies's 13F filing for Q2 2021, filed 13 Aug 2021.