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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
+9.73%
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
-$11.7B
Cap. Flow
-$16B
Cap. Flow %
-19.95%
Top 10 Hldgs %
10.17%
Holding
3,937
New
591
Increased
1,069
Reduced
1,579
Closed
676

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$427M
2
ROKU icon
Roku
ROKU
+$393M
3
PARA
Paramount Global Class B
PARA
+$345M
4
T icon
AT&T
T
+$317M
5
QCOM icon
Qualcomm
QCOM
+$293M

Top Sells

Rank Stock Value
1
BIDU icon
Baidu
BIDU
+$1.41B
2
PDD icon
Pinduoduo
PDD
+$755M
3
BMY icon
Bristol-Myers Squibb
BMY
+$716M
4
ABBV icon
AbbVie
ABBV
+$558M
5
CMG icon
Chipotle Mexican Grill
CMG
+$491M

Sector Composition

Rank Sector Weight
1 Healthcare 19.86%
2 Technology 17.76%
3 Communication Services 11.48%
4 Consumer Discretionary 10.7%
5 Consumer Staples 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LEVL
2726
DELISTED
Level One Bancorp, Inc. Common Stock
LEVL
$772K ﹤0.01%
+29,930
New +$667K
IAT icon
2727
iShares US Regional Banks ETF
IAT
$692M
$771K ﹤0.01%
+13,600
New +$720K
BSCL
2728
DELISTED
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
$771K ﹤0.01%
36,498
+23,980
+192% +$508K
EWG icon
2729
iShares MSCI Germany ETF
EWG
$1.68B
$769K ﹤0.01%
23,000
-28,900
-56% -$943K
STRM
2730
DELISTED
Streamline Health Solutions
STRM
$768K ﹤0.01%
24,961
+1,487
+6% +$42.6K
SCHV
2731
Schwab US Large-Cap Value ETF
SCHV
$16.4B
$764K ﹤0.01%
35,100
+11,100
+46% +$231K
EYPT icon
2732
EyePoint Inc
EYPT
$1.18B
$763K ﹤0.01%
75,050
+57,290
+323% +$645K
NAAS
2733
NaaS Technology Inc
NAAS
$58.7M
$759K ﹤0.01%
23
+2
+10% +$91.6K
HTGM
2734
DELISTED
HTG Molecular Diagnostics, Inc. Common Stock
HTGM
$759K ﹤0.01%
11,565
+3,597
+45% +$273K
ASUR icon
2735
Asure Software
ASUR
$247M
$755K ﹤0.01%
98,763
+33,747
+52% +$270K
RIGL icon
2736
Rigel Pharmaceuticals
RIGL
$771M
$754K ﹤0.01%
22,050
-186,811
-89% -$7.4M
RAVE icon
2737
RAVE Restaurant Group
RAVE
$43.9M
$751K ﹤0.01%
528,769
+397,957
+304% +$511K
BDRX
2738
Biodexa Pharmaceuticals
BDRX
$1.56M
– –
0
– –
JXG
2739
JX Luxventure
JXG
$748K ﹤0.01%
379
+173
+84% +$401K
SCHB icon
2740
Schwab US Broad Market ETF
SCHB
$45.2B
$745K ﹤0.01%
+46,200
New +$728K
UMH
2741
UMH Properties
UMH
$1.42B
$744K ﹤0.01%
38,800
-38,400
-50% -$647K
VAW icon
2742
Vanguard Materials ETF
VAW
$3.07B
$744K ﹤0.01%
4,300
+1,700
+65% +$280K
ALAR
2743
Alarum Technologies
ALAR
$13.5M
$741K ﹤0.01%
+54,885
New +$921K
CWBR
2744
DELISTED
CohBar, Inc. Common Stock
CWBR
$741K ﹤0.01%
18,150
+269
+2% +$12.8K
RMBI icon
2745
Richmond Mutual Bancorp
RMBI
$258M
$740K ﹤0.01%
54,542
+34,600
+174% +$466K
BOSC icon
2746
Better Online Solutions
BOSC
$31.8M
$738K ﹤0.01%
203,943
+42,300
+26% +$130K
HACK icon
2747
Amplify Cybersecurity ETF
HACK
$3.01B
$736K ﹤0.01%
+13,400
New +$784K
URTH icon
2748
iShares MSCI World ETF
URTH
$8.41B
$735K ﹤0.01%
6,200
-200
-3% -$23.2K
SNOA icon
2749
Sonoma Pharmaceuticals
SNOA
$6.27M
$734K ﹤0.01%
4,941
+354
+8% +$57.3K
KPRX icon
2750
Kiora Pharmaceuticals
KPRX
$11.1M
$730K ﹤0.01%
+407
New +$887K
108 109
110
111 112

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Jim Simons's Q1 2021 Portfolio in Review

As of Q1 2021, Jim Simons held 3,937 positions worth $80.4B, down 13% from $92.1B the previous quarter. Its ten largest holdings account for 10% of the portfolio.

Jim Simons withdrew a net $16B in Q1 2021, closing 676 positions and reducing 1,579 holdings. Its most notable exit was Micron Technology, an estimated $252M position sold in full.

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

Against the trend, Jim Simons opened a new position in Paramount Global Class B worth $255M.

  • Jim Simons's largest Q1 2021 buy was Paramount Global Class B: 5,644,997 shares worth $255M.
  • Jim Simons added most to Tesla in Q1 2021, an estimated $427M increase.
  • Jim Simons's biggest Q1 2021 reduction was Baidu, cutting an estimated $1.41B.
  • Jim Simons fully exited Micron Technology in Q1 2021, selling an estimated $252M.
  • Jim Simons's ten largest holdings make up 10% of its $80.4B portfolio in Q1 2021.
  • Jim Simons opened 591 new positions and closed 676 in Q1 2021.
  • Jim Simons's portfolio value fell 13% quarter-over-quarter to $80.4B.

Based on Renaissance Technologies's 13F filing for Q1 2021, filed 13 May 2021.