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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+10.31%
1 Year Est. Return
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
AUM
$80.1B
AUM Growth
-$274M
Cap. Flow
-$5.63B
Cap. Flow %
-7.02%
Top 10 Hldgs %
12.21%
Holding
3,960
New
701
Increased
982
Reduced
1,699
Closed
551

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$814M
2
NVDA icon
NVIDIA
NVDA
+$448M
3
MSFT icon
Microsoft
MSFT
+$394M
4
AAPL icon
Apple
AAPL
+$368M
5
JNJ icon
Johnson & Johnson
JNJ
+$288M

Top Sells

Rank Stock Value
1
BIDU icon
Baidu
BIDU
+$616M
2
TSLA icon
Tesla
TSLA
+$406M
3
PANW icon
Palo Alto Networks
PANW
+$400M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$394M
5
T icon
AT&T
T
+$389M

Sector Composition

Rank Sector Weight
1 Healthcare 19.96%
2 Technology 19.63%
3 Consumer Staples 10.59%
4 Consumer Discretionary 10.5%
5 Communication Services 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HBMD
2876
DELISTED
Howard Bancorp, Inc. Common Stock
HBMD
$624K ﹤0.01%
38,700
+10,900
+39% +$180K
FXH icon
2877
First Trust Health Care AlphaDEX Fund
FXH
$1.11B
$621K ﹤0.01%
+5,300
New +$605K
FTHM icon
2878
Fathom Holdings
FTHM
$23.1M
$619K ﹤0.01%
+18,869
New +$622K
DFH icon
2879
Dream Finders Homes
DFH
$1.34B
$616K ﹤0.01%
+25,200
New +$651K
DXYN
2880
DELISTED
Dixie Group Inc
DXYN
$614K ﹤0.01%
209,400
-5,700
-3% -$17.6K
TBIO
2881
DELISTED
Translate Bio, Inc. Common Stock
TBIO
$614K ﹤0.01%
+22,300
New +$438K
OPRA
2882
Opera Ltd
OPRA
$1.81B
$613K ﹤0.01%
59,800
-169,300
-74% -$1.8M
STFC
2883
DELISTED
State Auto Financial Corp
STFC
$612K ﹤0.01%
35,768
-27,817
-44% -$520K
GHSI
2884
DELISTED
Guardion Health Sciences, Inc. Common Stock
GHSI
$611K ﹤0.01%
6,946
+1,396
+25% +$121K
AGTC
2885
DELISTED
Applied Genetic Technologies Corporation
AGTC
$611K ﹤0.01%
156,240
-439,900
-74% -$1.82M
XMLV icon
2886
Invesco S&P MidCap Low Volatility ETF
XMLV
$745M
$610K ﹤0.01%
+11,400
New +$616K
RSPT icon
2887
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.98B
$609K ﹤0.01%
21,000
+5,000
+31% +$140K
LMST
2888
DELISTED
Limestone Bancorp, Inc. Common Stock
LMST
$609K ﹤0.01%
36,600
+18,300
+100% +$293K
GNL icon
2889
Global Net Lease
GNL
$1.91B
$607K ﹤0.01%
32,798
-253,300
-89% -$4.83M
ASC icon
2890
Ardmore Shipping
ASC
$706M
$598K ﹤0.01%
141,772
+122,192
+624% +$522K
TDAY
2891
USA Today Co
TDAY
$1.02B
$597K ﹤0.01%
108,700
-329,800
-75% -$1.68M
SWKH
2892
DELISTED
SWK Holdings
SWKH
$596K ﹤0.01%
+42,839
New +$560K
LAIX
2893
DELISTED
LAIX Inc. American Depositary Shares, each representing fourteen Class A Ordinary Shares
LAIX
$596K ﹤0.01%
22,905
+700
+3% +$18.1K
TMDI
2894
DELISTED
Titan Medical Inc. Ordinary Shares
TMDI
$595K ﹤0.01%
348,215
-741,768
-68% -$1.28M
CCM
2895
Concord Medical Services
CCM
$20.5M
$594K ﹤0.01%
20,680
-430
-2% -$14.6K
MOGU
2896
MOGU Inc
MOGU
$15.7M
$594K ﹤0.01%
29,817
-15,990
-35% -$319K
AWH
2897
DELISTED
Aspira Women's Health Inc. Common Stock
AWH
$594K ﹤0.01%
+7,046
New +$605K
MIST icon
2898
Milestone Pharmaceuticals
MIST
$137M
$592K ﹤0.01%
107,554
-108,846
-50% -$617K
LEE icon
2899
Lee Enterprises
LEE
$181M
$591K ﹤0.01%
20,871
+7,151
+52% +$211K
PALI icon
2900
Palisade Bio
PALI
$366M
$591K ﹤0.01%
+194
New +$880K
114 115
116
117 118

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Jim Simons's Q2 2021 Portfolio in Review

As of Q2 2021, Jim Simons held 3,960 positions worth $80.1B, down 0.34% from $80.4B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons withdrew a net $5.63B in Q2 2021, closing 551 positions and reducing 1,699 holdings. Its most notable exit was AT&T, an estimated $389M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 20% of assets, up from 19% a quarter earlier, followed by Technology and Consumer Staples.

Against the trend, Jim Simons opened a new position in Caterpillar worth $227M.

  • Jim Simons's largest Q2 2021 buy was Caterpillar: 1,042,778 shares worth $227M.
  • Jim Simons added most to Amazon in Q2 2021, an estimated $814M increase.
  • Jim Simons's biggest Q2 2021 reduction was Baidu, cutting an estimated $616M.
  • Jim Simons fully exited AT&T in Q2 2021, selling an estimated $389M.
  • Jim Simons's ten largest holdings make up 12% of its $80.1B portfolio in Q2 2021.
  • Jim Simons opened 701 new positions and closed 551 in Q2 2021.
  • Jim Simons's portfolio value fell 0.34% quarter-over-quarter to $80.1B.

Based on Renaissance Technologies's 13F filing for Q2 2021, filed 13 Aug 2021.