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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
+1.23%
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
$77.4B
AUM Growth
-$2.68B
Cap. Flow
-$1.24B
Cap. Flow %
-1.6%
Top 10 Hldgs %
12.38%
Holding
4,070
New
663
Increased
931
Reduced
1,797
Closed
653

Top Buys

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$649M
2
NKE icon
Nike
NKE
+$453M
3
TSLA icon
Tesla
TSLA
+$431M
4
AZN icon
AstraZeneca
AZN
+$389M
5
KO icon
Coca-Cola
KO
+$336M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$897M
2
ALXN
Alexion Pharmaceuticals
ALXN
+$578M
3
MRNA icon
Moderna
MRNA
+$438M
4
AAPL icon
Apple
AAPL
+$417M
5
AON icon
Aon
AON
+$386M

Sector Composition

Rank Sector Weight
1 Healthcare 20.55%
2 Technology 20.49%
3 Consumer Staples 11.15%
4 Consumer Discretionary 9.9%
5 Industrials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SIF icon
2576
SIFCO Industries
SIF
$127M
$957K ﹤0.01%
111,234
-1,400
-1% -$13.5K
ISBC
2577
DELISTED
Investors Bancorp, Inc.
ISBC
$957K ﹤0.01%
+63,338
New +$883K
DFAU icon
2578
Dimensional US Core Equity Market ETF
DFAU
$12.9B
$955K ﹤0.01%
+31,700
New +$978K
TULP
2579
Bloomia Holdings
TULP
$955K ﹤0.01%
127,509
-900
-0.7% -$7.33K
SIVR icon
2580
abrdn Physical Silver Shares ETF
SIVR
$4.49B
$955K ﹤0.01%
+44,700
New +$1.05M
TEO icon
2581
Telecom Argentina
TEO
$5.73B
$950K ﹤0.01%
191,900
-237,900
-55% -$1.23M
ASYS icon
2582
Amtech Systems
ASYS
$281M
$949K ﹤0.01%
82,993
-139,703
-63% -$1.43M
IS
2583
DELISTED
ironSource Ltd.
IS
$948K ﹤0.01%
+87,200
New +$864K
BIOL
2584
DELISTED
Biolase, Inc.
BIOL
$936K ﹤0.01%
586
-7
-1% -$11.4K
OWL icon
2585
Blue Owl Capital
OWL
$19B
$935K ﹤0.01%
+60,100
New +$834K
AIT icon
2586
Applied Industrial Technologies
AIT
$13.4B
$933K ﹤0.01%
10,350
-13,500
-57% -$1.19M
FNDF icon
2587
Schwab Fundamental International Large Company Index ETF
FNDF
$25.9B
$932K ﹤0.01%
28,400
-10,800
-28% -$358K
CLRO icon
2588
ClearOne Inc
CLRO
$14.3M
$931K ﹤0.01%
26,417
-5,034
-16% -$196K
IHG icon
2589
InterContinental Hotels
IHG
$23.5B
$931K ﹤0.01%
14,483
-45,190
-76% -$2.92M
BNSO
2590
DELISTED
Bonso Electronic International
BNSO
$931K ﹤0.01%
153,900
-8,455
-5% -$57K
SCKT icon
2591
Socket Mobile
SCKT
$9.56M
$930K ﹤0.01%
147,623
-10,877
-7% -$70.6K
IXN icon
2592
iShares Global Tech ETF
IXN
$9.41B
$929K ﹤0.01%
+16,400
New +$960K
URTH icon
2593
iShares MSCI World ETF
URTH
$8.39B
$923K ﹤0.01%
7,300
– –
HIL
2594
DELISTED
Hill International, Inc. Common Stock
HIL
$917K ﹤0.01%
443,087
-143,181
-24% -$333K
IEA
2595
DELISTED
Infrastructure and Energy Alternatives, Inc. Common Stock
IEA
$915K ﹤0.01%
80,087
+19,202
+32% +$236K
SWKH
2596
DELISTED
SWK Holdings
SWKH
$912K ﹤0.01%
63,370
+20,531
+48% +$296K
BHR
2597
Braemar Hotels & Resorts
BHR
$139M
$910K ﹤0.01%
187,600
-198,553
-51% -$1.04M
AVDV icon
2598
Avantis International Small Cap Value ETF
AVDV
$20B
$905K ﹤0.01%
+14,011
New +$918K
CHCI icon
2599
Comstock Holding Companies
CHCI
$178M
$905K ﹤0.01%
189,764
-600
-0.3% -$3.4K
DXLG icon
2600
Destination XL Group
DXLG
$36.3M
$905K ﹤0.01%
+147,800
New +$938K
102 103
104
105 106

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Jim Simons's Q3 2021 Portfolio in Review

As of Q3 2021, Jim Simons held 4,070 positions worth $77.4B, down 3.3% from $80.1B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons's Q3 2021 filing shows 663 new, 931 increased, 1,797 reduced and 653 closed positions. Its largest new stake was Adobe: 1,030,433 shares worth $593M. The largest sale was Amazon, an estimated $897M.

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

  • Jim Simons's largest Q3 2021 buy was Adobe: 1,030,433 shares worth $593M.
  • Jim Simons added most to Nike in Q3 2021, an estimated $453M increase.
  • Jim Simons's biggest Q3 2021 reduction was Moderna, cutting an estimated $438M.
  • Jim Simons fully exited Amazon in Q3 2021, selling an estimated $897M.
  • Jim Simons's ten largest holdings make up 12% of its $77.4B portfolio in Q3 2021.
  • Jim Simons opened 663 new positions and closed 653 in Q3 2021.
  • Jim Simons's portfolio value fell 3.3% quarter-over-quarter to $77.4B.

Based on Renaissance Technologies's 13F filing for Q3 2021, filed 12 Nov 2021.