We are live on ! Find out more
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
AEMD icon
2826
Aethlon Medical
AEMD
$1.54M
$622K ﹤0.01%
+77
New +$741K
EGLE
2827
DELISTED
Eagle Bulk Shipping Inc.
EGLE
$621K ﹤0.01%
+17,200
New +$487K
CASI
2828
DELISTED
CASI Pharmaceuticals
CASI
$614K ﹤0.01%
25,570
+18,489
+261% +$519K
CCRN
2829
DELISTED
Cross Country Healthcare
CCRN
$613K ﹤0.01%
49,118
-104,700
-68% -$1.11M
EWN icon
2830
iShares MSCI Netherlands ETF
EWN
$735M
$609K ﹤0.01%
13,200
+4,900
+59% +$217K
BSVN icon
2831
Bank7 Corp
BSVN
$495M
$606K ﹤0.01%
34,400
+1,600
+5% +$26.7K
FSFG
2832
DELISTED
First Savings Financial Group
FSFG
$604K ﹤0.01%
27,000
-4,200
-13% -$90.2K
BHR
2833
Braemar Hotels & Resorts
BHR
$139M
$602K ﹤0.01%
99,200
+23,400
+31% +$137K
SISI
2834
DELISTED
Shineco
SISI
$600K ﹤0.01%
12
– –
QLD icon
2835
ProShares Ultra QQQ
QLD
$14.4B
$598K ﹤0.01%
20,400
-46,400
-69% -$1.38M
RNDB
2836
DELISTED
Randolph Bancorp, Inc. Common Stock
RNDB
$598K ﹤0.01%
29,900
+400
+1% +$8.03K
PANL icon
2837
Pangaea Logistics
PANL
$496M
$597K ﹤0.01%
+188,891
New +$573K
ATTO
2838
DELISTED
Atento S.A.
ATTO
$597K ﹤0.01%
28,423
-8,300
-23% -$167K
SPSM icon
2839
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.6B
$596K ﹤0.01%
+14,100
New +$575K
BSMX
2840
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
$596K ﹤0.01%
108,273
+70,127
+184% +$355K
MCRI icon
2841
Monarch Casino & Resort
MCRI
$2.22B
$594K ﹤0.01%
+9,800
New +$598K
IWV icon
2842
iShares Russell 3000 ETF
IWV
$20.6B
$593K ﹤0.01%
+2,500
New +$581K
ARMP icon
2843
Armata Pharmaceuticals
ARMP
$158M
$592K ﹤0.01%
123,816
+24,820
+25% +$122K
RNGR icon
2844
Ranger Energy Services
RNGR
$405M
$592K ﹤0.01%
107,963
+25,076
+30% +$132K
MNTX
2845
DELISTED
Manitex International, Inc.
MNTX
$592K ﹤0.01%
75,040
-100
-0.1% -$694
MEC icon
2846
Mayville Engineering Co
MEC
$597M
$591K ﹤0.01%
41,123
+31,100
+310% +$458K
LOOP icon
2847
Loop Industries
LOOP
$30.6M
$590K ﹤0.01%
+73,600
New +$703K
YHGJ icon
2848
Yunhong Green CTI Ltd
YHGJ
$8.87M
$590K ﹤0.01%
25,647
+9,520
+59% +$211K
PRSO icon
2849
Peraso
PRSO
$10.3M
$587K ﹤0.01%
3,799
+1,708
+82% +$265K
AUBN icon
2850
Auburn National Bancorp
AUBN
$92.8M
$585K ﹤0.01%
15,241
+8,300
+120% +$339K
112 113
114
115 116

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.