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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
SAL
2826
DELISTED
Salisbury Bancorp, Inc.
SAL
$582K ﹤0.01%
22,800
-11,352
-33% -$282K
RODM icon
2827
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.66B
$581K ﹤0.01%
+19,300
New +$601K
FENG
2828
Phoenix New Media
FENG
$18.3M
$579K ﹤0.01%
75,399
-11,968
-14% -$97.9K
PMT
2829
PennyMac Mortgage Investment
PMT
$833M
$577K ﹤0.01%
29,300
-84,464
-74% -$1.66M
JRSH icon
2830
Jerash Holdings
JRSH
$67.4M
$576K ﹤0.01%
85,640
-15,106
-15% -$113K
CIZN
2831
DELISTED
Citizens Holding Co.
CIZN
$576K ﹤0.01%
30,399
-6,686
-18% -$120K
PTBD icon
2832
Pacer Trendpilot US Bond ETF
PTBD
$86.4M
$575K ﹤0.01%
+21,200
New +$586K
SYBX
2833
DELISTED
Synlogic
SYBX
$575K ﹤0.01%
12,578
-5,028
-29% -$235K
CRVO icon
2834
CervoMed
CRVO
$39M
$574K ﹤0.01%
15,007
-3,334
-18% -$139K
IAI icon
2835
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.39B
$574K ﹤0.01%
+5,500
New +$579K
SNEX icon
2836
StoneX
SNEX
$7.96B
$573K ﹤0.01%
44,029
-62,775
-59% -$807K
STGW icon
2837
Stagwell
STGW
$2.26B
$572K ﹤0.01%
74,600
+5,869
+9% +$39.1K
GTBP icon
2838
GT Biopharma
GTBP
$10.5M
$571K ﹤0.01%
+2,823
New +$850K
TYME
2839
DELISTED
Tyme Technologies, Inc. Common Stock
TYME
$571K ﹤0.01%
+554,500
New +$610K
IXJ icon
2840
iShares Global Healthcare ETF
IXJ
$4.19B
$569K ﹤0.01%
+6,800
New +$588K
OGEN icon
2841
Oragenics
OGEN
$2.41M
$568K ﹤0.01%
497
+357
+255% +$431K
UWM icon
2842
ProShares Ultra Russell2000
UWM
$250M
$568K ﹤0.01%
10,500
-11,700
-53% -$650K
HDV
2843
iShares Core High Dividend ETF
HDV
$15.1B
$566K ﹤0.01%
30,000
-17,000
-36% -$329K
RPV icon
2844
Invesco S&P 500 Pure Value ETF
RPV
$1.75B
$561K ﹤0.01%
7,400
+3,800
+106% +$289K
SCWX
2845
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
$561K ﹤0.01%
28,240
+1,400
+5% +$29K
CCM
2846
Concord Medical Services
CCM
$21.4M
$557K ﹤0.01%
18,020
-2,660
-13% -$74.4K
COOP
2847
DELISTED
Mr. Cooper
COOP
$556K ﹤0.01%
+13,499
New +$509K
AXU
2848
DELISTED
Alexco Resource Corp
AXU
$555K ﹤0.01%
+370,008
New +$706K
CGW icon
2849
Invesco S&P Global Water Index ETF
CGW
$1.06B
$553K ﹤0.01%
+9,900
New +$569K
FREL icon
2850
Fidelity MSCI Real Estate Index ETF
FREL
$1.49B
$553K ﹤0.01%
18,200
-3,600
-17% -$114K
112 113
114
115 116

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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.