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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
BSCO
2876
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
$739K ﹤0.01%
+33,844
New +$742K
ARI
2877
Apollo Commercial Real Estate
ARI
$876M
$735K ﹤0.01%
55,840
-121,600
-69% -$1.76M
PYCR
2878
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
$735K ﹤0.01%
+25,500
New +$805K
ABEO icon
2879
Abeona Therapeutics
ABEO
$341M
$734K ﹤0.01%
87,105
+85,125
+4,299% +$1.56M
REZI icon
2880
Resideo Technologies
REZI
$3.1B
$734K ﹤0.01%
28,200
-145,400
-84% -$3.77M
PK icon
2881
Park Hotels & Resorts
PK
$3.05B
$731K ﹤0.01%
+38,700
New +$728K
CGRN
2882
DELISTED
Capstone Green Energy Corporation Common Stock
CGRN
$731K ﹤0.01%
220,141
-31,254
-12% -$154K
GLSI icon
2883
Greenwich LifeSciences
GLSI
$247M
$730K ﹤0.01%
+30,000
New +$1M
CBAY
2884
DELISTED
Cymabay Therapeutics
CBAY
$729K ﹤0.01%
215,620
-296,971
-58% -$1.13M
NURO
2885
DELISTED
NeuroMetrix, Inc. Common Stock
NURO
$727K ﹤0.01%
18,092
+9,717
+116% +$575K
STRO icon
2886
Sutro Biopharma
STRO
$340M
$725K ﹤0.01%
+4,870
New +$872K
XME icon
2887
State Street SPDR S&P Metals & Mining ETF
XME
$4.53B
$725K ﹤0.01%
+16,200
New +$709K
EVCM icon
2888
EverCommerce
EVCM
$1.8B
$724K ﹤0.01%
+45,969
New +$819K
GO icon
2889
Grocery Outlet
GO
$1.1B
$724K ﹤0.01%
25,600
-7,300
-22% -$187K
FNDE icon
2890
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.94B
$722K ﹤0.01%
23,300
-24,400
-51% -$780K
SRL icon
2891
Scully Royalty
SRL
$89.4M
$721K ﹤0.01%
81,334
+7,267
+10% +$74.5K
FXR icon
2892
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$773M
$718K ﹤0.01%
+11,500
New +$699K
ILCG icon
2893
iShares Morningstar Growth ETF
ILCG
$3.29B
$718K ﹤0.01%
10,000
+4,700
+89% +$331K
NAIL icon
2894
Direxion Daily Homebuilders & Supplies Bull 3X ETF
NAIL
$581M
$718K ﹤0.01%
+5,800
New +$557K
SALM
2895
DELISTED
Salem Media Group, Inc. Class A Common Stock
SALM
$718K ﹤0.01%
234,563
-4,547
-2% -$15.3K
AVUS icon
2896
Avantis US Equity ETF
AVUS
$14.5B
$713K ﹤0.01%
8,900
-3,300
-27% -$258K
LFMD icon
2897
LifeMD
LFMD
$166M
$713K ﹤0.01%
184,114
+99,014
+116% +$468K
USAP
2898
DELISTED
Universal Stainless & Alloy
USAP
$713K ﹤0.01%
89,832
+6,032
+7% +$54K
NSYS icon
2899
Nortech Systems
NSYS
$33.8M
$712K ﹤0.01%
68,759
-7,904
-10% -$83.9K
TDCX
2900
DELISTED
TDCX Inc. American Depositary Shares, each representing one Class A ordinary share
TDCX
$709K ﹤0.01%
+37,000
New +$812K
114 115
116
117 118

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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.