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
MOHO
2876
DELISTED
ECMOHO Limited American Depositary Shares
MOHO
$551K ﹤0.01%
258,907
+116,200
+81% +$280K
XBIO icon
2877
Xenetic Biosciences
XBIO
$7.56M
$548K ﹤0.01%
25,115
+8,095
+48% +$213K
MTL.PR
2878
DELISTED
Mechel PAO American Depositary Shares (each representing one-half of a Preferred Share)
MTL.PR
$547K ﹤0.01%
1,183,938
+770,664
+186% +$408K
CHGA
2879
Change Agents Corporation Common Stock
CHGA
$2.94M
$545K ﹤0.01%
3,395
+2,929
+629% +$550K
CEMI
2880
DELISTED
Chembio diagnostics, Inc.
CEMI
$543K ﹤0.01%
+154,640
New +$861K
GTEC icon
2881
Greenland Technologies Holding
GTEC
$19.1M
$539K ﹤0.01%
43,579
-4,652
-10% -$48.1K
KRMD icon
2882
KORU Medical Systems
KRMD
$154M
$538K ﹤0.01%
152,800
+132,656
+659% +$575K
ADAP
2883
DELISTED
Adaptimmune Therapeutics
ADAP
$536K ﹤0.01%
101,000
-791,095
-89% -$4.53M
SER icon
2884
Serina Therapeutics
SER
$42.3M
$535K ﹤0.01%
9,397
+6,392
+213% +$447K
HUSN
2885
DELISTED
Hudson Capital Inc. Ordinary Shares
HUSN
$535K ﹤0.01%
83,472
+29,628
+55% +$250K
FGNX
2886
FG Nexus Inc
FGNX
$40.2M
$530K ﹤0.01%
912
+144
+19% +$78.7K
SCHM icon
2887
Schwab US Mid-Cap ETF
SCHM
$15.3B
$528K ﹤0.01%
+21,300
New +$517K
AGGY icon
2888
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$926M
$527K ﹤0.01%
10,284
-16,516
-62% -$866K
IMTX icon
2889
Immatics
IMTX
$1.33B
$527K ﹤0.01%
+47,000
New +$533K
MMAC
2890
DELISTED
MMA Capital Holdings, Inc. Common Stock
MMAC
$525K ﹤0.01%
23,010
+12,842
+126% +$304K
BSCM
2891
DELISTED
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
$525K ﹤0.01%
24,260
+7,260
+43% +$157K
TRVN
2892
DELISTED
Trevena, Inc.
TRVN
$523K ﹤0.01%
468
-1,278
-73% -$1.77M
SLGN icon
2893
Silgan Holdings
SLGN
$4.3B
$520K ﹤0.01%
12,380
-132,800
-91% -$5.18M
BPTH
2894
DELISTED
Bio-Path Holdings Inc
BPTH
$518K ﹤0.01%
3,690
-189
-5% -$22.4K
ATXS
2895
DELISTED
Astria Therapeutics
ATXS
$517K ﹤0.01%
+29,843
New +$539K
CHCT
2896
Community Healthcare Trust
CHCT
$430M
$517K ﹤0.01%
+11,200
New +$520K
OPRT icon
2897
Oportun Financial
OPRT
$346M
$516K ﹤0.01%
24,900
+5,000
+25% +$91.4K
PUMP icon
2898
ProPetro Holding
PUMP
$1.42B
$516K ﹤0.01%
48,400
-21,345
-31% -$212K
PLBC icon
2899
Plumas Bancorp
PLBC
$439M
$512K ﹤0.01%
17,500
+1,900
+12% +$49.9K
FXY icon
2900
Invesco CurrencyShares Japanese Yen Trust
FXY
$426M
$511K ﹤0.01%
+6,000
New +$534K
114 115
116
117 118

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.