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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
+6.42%
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
+$2.95B
Cap. Flow
-$95.7M
Cap. Flow %
-0.12%
Top 10 Hldgs %
11.6%
Holding
4,407
New
984
Increased
1,222
Reduced
1,628
Closed
545

Top Buys

Rank Stock Value
1
RBLX icon
Roblox
RBLX
+$524M
2
JPM icon
JPMorgan Chase
JPM
+$515M
3
AMZN icon
Amazon
AMZN
+$505M
4
T icon
AT&T
T
+$450M
5
COIN icon
Coinbase
COIN
+$389M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$836M
2
AMD icon
Advanced Micro Devices
AMD
+$706M
3
ADBE icon
Adobe
ADBE
+$597M
4
QCOM icon
Qualcomm
QCOM
+$508M
5
NKE icon
Nike
NKE
+$442M

Sector Composition

Rank Sector Weight
1 Healthcare 19.55%
2 Technology 17.69%
3 Consumer Staples 10.26%
4 Consumer Discretionary 9.97%
5 Financials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HA
2851
DELISTED
Hawaiian Holdings, Inc.
HA
$759K ﹤0.01%
41,300
-60,400
-59% -$1.22M
GMBL
2852
DELISTED
Esports Entertainment Group Inc. Common Stock
GMBL
$757K ﹤0.01%
+5
New +$1.09M
PHO icon
2853
Invesco Water Resources ETF
PHO
$2.05B
$754K ﹤0.01%
12,400
-900
-7% -$52.3K
TMQ
2854
Trilogy Metals
TMQ
$646M
$754K ﹤0.01%
457,000
-211,496
-32% -$390K
IXUS icon
2855
iShares Core MSCI Total International Stock ETF
IXUS
$60.8B
$752K ﹤0.01%
+10,600
New +$762K
EW icon
2856
Edwards Lifesciences
EW
$52.8B
$751K ﹤0.01%
5,800
-208,600
-97% -$24.3M
IZEA icon
2857
IZEA Worldwide
IZEA
$53.8M
$751K ﹤0.01%
140,146
+47,746
+52% +$345K
UP icon
2858
Wheels Up
UP
$182M
$751K ﹤0.01%
+809
New +$944K
BR icon
2859
Broadridge
BR
$19.5B
$750K ﹤0.01%
4,100
-318,300
-99% -$55.9M
WST icon
2860
West Pharmaceutical
WST
$24.6B
$750K ﹤0.01%
+1,600
New +$689K
ARAV
2861
DELISTED
Aravive, Inc. Common Stock
ARAV
$750K ﹤0.01%
342,329
+61,100
+22% +$203K
VRM icon
2862
Vroom Inc
VRM
$56.8M
$749K ﹤0.01%
868
-4,251
-83% -$5.72M
GMDA
2863
DELISTED
Gamida Cell Ltd. Ordinary Shares
GMDA
$749K ﹤0.01%
294,800
-236,384
-45% -$779K
CZWI icon
2864
Citizens Community Bancorp
CZWI
$203M
$748K ﹤0.01%
54,300
-4,000
-7% -$55K
FPAY
2865
DELISTED
FlexShopper
FPAY
$748K ﹤0.01%
318,394
-136,680
-30% -$353K
REZ icon
2866
iShares Residential and Multisector Real Estate ETF
REZ
$863M
$747K ﹤0.01%
+7,600
New +$699K
ITCL
2867
DELISTED
Banco Itau Chile American Depositary Shares (each representing one third of one (1/3) Common Share)
ITCL
$746K ﹤0.01%
257,199
-11,200
-4% -$36.6K
SFT
2868
DELISTED
Shift Technologies, Inc. Class A Common Stock
SFT
$746K ﹤0.01%
21,880
+15,070
+221% +$825K
BHR
2869
Braemar Hotels & Resorts
BHR
$139M
$743K ﹤0.01%
145,700
-41,900
-22% -$206K
SHM icon
2870
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$743K ﹤0.01%
+15,100
New +$744K
VBK icon
2871
Vanguard Morningstar Small-Cap Growth ETF
VBK
$25B
$743K ﹤0.01%
+2,635
New +$756K
GPL
2872
DELISTED
Great Panther Mining Limited
GPL
$743K ﹤0.01%
339,152
-17,804
-5% -$60.6K
BAR icon
2873
GraniteShares Gold Shares
BAR
$1.47B
$742K ﹤0.01%
40,900
+26,900
+192% +$480K
OVLY icon
2874
Oak Valley Bancorp
OVLY
$287M
$741K ﹤0.01%
42,573
-4,194
-9% -$73.9K
OPOF
2875
DELISTED
Old Point Financial
OPOF
$739K ﹤0.01%
31,635
+200
+0.6% +$4.44K
113 114
115
116 117

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Jim Simons's Q4 2021 Portfolio in Review

As of Q4 2021, Jim Simons held 4,407 positions worth $80.4B, up 3.8% from $77.4B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons's Q4 2021 filing shows 984 new, 1,222 increased, 1,628 reduced and 545 closed positions. Its largest new stake was Amazon: 2,953,100 shares worth $492M. The largest sale was NVIDIA, an estimated $836M.

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

  • Jim Simons's largest Q4 2021 buy was Amazon: 2,953,100 shares worth $492M.
  • Jim Simons added most to Roblox in Q4 2021, an estimated $524M increase.
  • Jim Simons's biggest Q4 2021 reduction was NVIDIA, cutting an estimated $836M.
  • Jim Simons fully exited Advanced Micro Devices in Q4 2021, selling an estimated $706M.
  • Jim Simons's ten largest holdings make up 12% of its $80.4B portfolio in Q4 2021.
  • Jim Simons opened 984 new positions and closed 545 in Q4 2021.
  • Jim Simons's portfolio value rose 3.8% quarter-over-quarter to $80.4B.

Based on Renaissance Technologies's 13F filing for Q4 2021, filed 11 Feb 2022.