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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
+6.42%
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
$80.4B
AUM Growth
+$2.95B
Cap. Flow
-$95.7M
Cap. Flow %
-0.12%
Top 10 Hldgs %
11.6%
Holding
4,407
New
984
Increased
1,222
Reduced
1,628
Closed
545

Top Buys

Rank Stock Value
1
RBLX icon
Roblox
RBLX
+$524M
2
JPM icon
JPMorgan Chase
JPM
+$515M
3
AMZN icon
Amazon
AMZN
+$505M
4
T icon
AT&T
T
+$450M
5
COIN icon
Coinbase
COIN
+$389M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$836M
2
AMD icon
Advanced Micro Devices
AMD
+$706M
3
ADBE icon
Adobe
ADBE
+$597M
4
QCOM icon
Qualcomm
QCOM
+$508M
5
NKE icon
Nike
NKE
+$442M

Sector Composition

Rank Sector Weight
1 Healthcare 19.55%
2 Technology 17.69%
3 Consumer Staples 10.26%
4 Consumer Discretionary 9.97%
5 Financials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AOR icon
2501
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.75B
$1.22M ﹤0.01%
+21,400
New +$1.21M
CMCO icon
2502
Columbus McKinnon
CMCO
$556M
$1.22M ﹤0.01%
+26,385
New +$1.27M
IWR icon
2503
iShares Russell Mid-Cap ETF
IWR
$58.4B
$1.22M ﹤0.01%
14,700
-11,600
-44% -$952K
LFC
2504
DELISTED
China Life Insurance Company Ltd.
LFC
$1.22M ﹤0.01%
148,100
-73,900
-33% -$634K
FTGC icon
2505
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.09B
$1.22M ﹤0.01%
52,818
-53,182
-50% -$1.31M
JCTC
2506
Jewett-Cameron Trading
JCTC
$10.2M
$1.22M ﹤0.01%
144,228
-5,700
-4% -$58.3K
DLN icon
2507
WisdomTree US LargeCap Dividend Fund
DLN
$6.45B
$1.22M ﹤0.01%
+18,400
New +$1.16M
FREE
2508
DELISTED
Whole Earth Brands, Inc. Class A Common Stock
FREE
$1.21M ﹤0.01%
+112,500
New +$1.29M
ANAB icon
2509
AnaptysBio
ANAB
$1.73B
$1.2M ﹤0.01%
34,600
-34,100
-50% -$1.08M
FLZH
2510
Flash Sports & Media Holdings
FLZH
$71.1M
$1.2M ﹤0.01%
4,584
+2,924
+176% +$821K
RSPT icon
2511
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$6.01B
$1.2M ﹤0.01%
37,000
+8,000
+28% +$248K
IYW icon
2512
iShares US Technology ETF
IYW
$25.6B
$1.19M ﹤0.01%
10,400
-19,900
-66% -$2.21M
REET icon
2513
iShares Global REIT ETF
REET
$5.09B
$1.19M ﹤0.01%
38,900
+23,300
+149% +$681K
VSTM icon
2514
Verastem
VSTM
$596M
$1.19M ﹤0.01%
48,358
-8,575
-15% -$271K
ASUR icon
2515
Asure Software
ASUR
$245M
$1.19M ﹤0.01%
151,804
-25,996
-15% -$227K
FXE icon
2516
Invesco CurrencyShares Euro Currency Trust
FXE
$342M
$1.19M ﹤0.01%
+11,200
New +$1.19M
CIA icon
2517
Citizens
CIA
$201M
$1.18M ﹤0.01%
222,694
-5,800
-3% -$35.5K
CUE icon
2518
Cue Biopharma
CUE
$144M
$1.18M ﹤0.01%
+3,487
New +$1.35M
DFAI
2519
Dimensional International Core Equity Market ETF
DFAI
$18B
$1.18M ﹤0.01%
40,000
+19,100
+91% +$562K
GNPX icon
2520
Genprex
GNPX
$2.18M
$1.18M ﹤0.01%
21
+7
+50% +$584K
GWB
2521
DELISTED
Great Western Bancorp, Inc.
GWB
$1.18M ﹤0.01%
34,844
-33,313
-49% -$1.14M
GRID
2522
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.2B
$1.18M ﹤0.01%
11,500
+7,063
+159% +$711K
LFST icon
2523
Lifestance Health
LFST
$4.75B
$1.18M ﹤0.01%
+124,100
New +$1.32M
CLSD
2524
DELISTED
Clearside Biomedical
CLSD
$1.18M ﹤0.01%
28,614
+21,848
+323% +$1.42M
SYRE icon
2525
Spyre Therapeutics
SYRE
$9.14B
$1.18M ﹤0.01%
9,928
+5,916
+147% +$934K
99 100
101
102 103

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Jim Simons's Q4 2021 Portfolio in Review

As of Q4 2021, Jim Simons held 4,407 positions worth $80.4B, up 3.8% from $77.4B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons's Q4 2021 filing shows 984 new, 1,222 increased, 1,628 reduced and 545 closed positions. Its largest new stake was Amazon: 2,953,100 shares worth $492M. The largest sale was NVIDIA, an estimated $836M.

By sector, the portfolio is most concentrated in Healthcare at 20% of assets, down from 21% a quarter earlier, followed by Technology and Consumer Staples.

  • Jim Simons's largest Q4 2021 buy was Amazon: 2,953,100 shares worth $492M.
  • Jim Simons added most to Roblox in Q4 2021, an estimated $524M increase.
  • Jim Simons's biggest Q4 2021 reduction was NVIDIA, cutting an estimated $836M.
  • Jim Simons fully exited Advanced Micro Devices in Q4 2021, selling an estimated $706M.
  • Jim Simons's ten largest holdings make up 12% of its $80.4B portfolio in Q4 2021.
  • Jim Simons opened 984 new positions and closed 545 in Q4 2021.
  • Jim Simons's portfolio value rose 3.8% quarter-over-quarter to $80.4B.

Based on Renaissance Technologies's 13F filing for Q4 2021, filed 11 Feb 2022.