We are live on ! Find out more
Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
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
HDSN
2601
Hudson Technologies
HDSN
$239M
$1.15M ﹤0.01%
336,850
+30,901
+10% +$74.5K
VRN
2602
DELISTED
Veren
VRN
$1.15M ﹤0.01%
253,335
-1,713,000
-87% -$7.19M
PDCO
2603
DELISTED
Patterson Companies, Inc.
PDCO
$1.14M ﹤0.01%
+37,604
New +$1.27M
MSN icon
2604
Emerson Radio
MSN
$7.99M
$1.14M ﹤0.01%
967,688
-85,107
-8% -$101K
CCRC
2605
DELISTED
China Customer Relations Centers, Inc
CCRC
$1.14M ﹤0.01%
175,491
-23,300
-12% -$145K
CHCI icon
2606
Comstock Holding Companies
CHCI
$181M
$1.14M ﹤0.01%
190,364
-79,110
-29% -$449K
GTM
2607
ZoomInfo Technologies
GTM
$1.17B
$1.14M ﹤0.01%
+21,800
New +$1.02M
LOAN
2608
Manhattan Bridge Capital
LOAN
$47.1M
$1.14M ﹤0.01%
144,691
-14,638
-9% -$95.7K
KHC icon
2609
Kraft Heinz
KHC
$29.9B
$1.13M ﹤0.01%
+27,800
New +$1.17M
SIF icon
2610
SIFCO Industries
SIF
$123M
$1.13M ﹤0.01%
112,634
-3,600
-3% -$42.4K
NPKI
2611
NPK International
NPKI
$1.19B
$1.13M ﹤0.01%
326,841
-388,500
-54% -$1.32M
PXLW icon
2612
Pixelworks
PXLW
$45.5M
$1.13M ﹤0.01%
27,626
-50,546
-65% -$1.98M
CNTG
2613
DELISTED
Centogene N.V. Common Shares
CNTG
$1.13M ﹤0.01%
108,155
+60,406
+127% +$635K
TCON
2614
DELISTED
TRACON Pharmaceuticals, Inc. Common Stock
TCON
$1.13M ﹤0.01%
8,677
-3,353
-28% -$464K
UONEK icon
2615
Urban One Class D
UONEK
$23.7M
$1.12M ﹤0.01%
22,390
-44,748
-67% -$1.57M
DGS icon
2616
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.77B
$1.12M ﹤0.01%
20,497
-31,003
-60% -$1.65M
MRKR icon
2617
Marker Therapeutics
MRKR
$18.8M
$1.12M ﹤0.01%
+39,990
New +$1.05M
CBUS icon
2618
Cibus
CBUS
$153M
$1.11M ﹤0.01%
5,538
+4,926
+805% +$1.17M
UNB icon
2619
Union Bankshares
UNB
$121M
$1.11M ﹤0.01%
30,733
-4,299
-12% -$144K
ATCX
2620
DELISTED
Atlas Technical Consultants, Inc. Class A Common Stock
ATCX
$1.11M ﹤0.01%
115,000
+21,500
+23% +$227K
AAT
2621
American Assets Trust
AAT
$1.4B
$1.11M ﹤0.01%
29,800
-75,400
-72% -$2.69M
CYCN icon
2622
Cyclerion Therapeutics
CYCN
$20M
$1.11M ﹤0.01%
14,237
+2,577
+22% +$161K
BNSO
2623
DELISTED
Bonso Electronic International
BNSO
$1.11M ﹤0.01%
162,355
-15,745
-9% -$106K
AGRX
2624
DELISTED
Agile Therapeutics
AGRX
$1.11M ﹤0.01%
418
+226
+118% +$745K
YPF icon
2625
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.3B
$1.1M ﹤0.01%
235,644
-57,856
-20% -$260K
103 104
105
106 107

Similar funds

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.