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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
SPYD icon
2951
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.78B
$419K ﹤0.01%
10,700
+2,700
+34% +$107K
AMPG icon
2952
AmpliTech
AMPG
$152M
$417K ﹤0.01%
116,492
+46,368
+66% +$179K
HLIO icon
2953
Helios Technologies
HLIO
$2.66B
$417K ﹤0.01%
+5,075
New +$414K
RAD
2954
DELISTED
Rite Aid Corporation
RAD
$416K ﹤0.01%
29,300
-302,690
-91% -$4.77M
CLRB icon
2955
Cellectar Biosciences
CLRB
$20.8M
$414K ﹤0.01%
1,490
-1,881
-56% -$574K
IYG icon
2956
iShares US Financial Services ETF
IYG
$2.24B
$414K ﹤0.01%
6,600
-4,800
-42% -$301K
ASPU
2957
DELISTED
ASPEN GROUP, INC.
ASPU
$414K ﹤0.01%
74,300
-147,400
-66% -$891K
MBAI
2958
Check-Cap
MBAI
$9.75M
$411K ﹤0.01%
3,351
-167
-5% -$24.7K
GRID
2959
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.3B
$411K ﹤0.01%
+4,437
New +$428K
KALV
2960
DELISTED
KalVista Pharmaceuticals
KALV
$411K ﹤0.01%
+23,528
New +$477K
FURY
2961
Fury Gold Mines
FURY
$116M
$410K ﹤0.01%
661,340
+140,293
+27% +$121K
AMBR
2962
Amber International Holding Ltd
AMBR
$124M
$410K ﹤0.01%
7,410
-9,950
-57% -$599K
CPSH icon
2963
CPS Technologies
CPSH
$83M
$409K ﹤0.01%
82,200
+32,079
+64% +$197K
PARR icon
2964
Par Pacific Holdings
PARR
$4.12B
$409K ﹤0.01%
26,042
-170,745
-87% -$2.64M
BELFA icon
2965
Bel Fuse Inc Class A
BELFA
$3.4B
$407K ﹤0.01%
28,100
-400
-1% -$5.89K
TUSK icon
2966
Mammoth Energy Services
TUSK
$158M
$407K ﹤0.01%
139,972
-82,552
-37% -$294K
RLMD icon
2967
Relmada Therapeutics
RLMD
$507M
$406K ﹤0.01%
+15,500
New +$415K
ALJJ
2968
DELISTED
ALJ Regional Holdings Inc
ALJJ
$406K ﹤0.01%
383,471
-11,800
-3% -$15.2K
FUTY icon
2969
Fidelity MSCI Utilities Index ETF
FUTY
$2.31B
$403K ﹤0.01%
+9,800
New +$423K
EMQQ icon
2970
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$268M
$402K ﹤0.01%
+8,100
New +$434K
KTCC icon
2971
Key Tronic
KTCC
$42.8M
$402K ﹤0.01%
61,815
-41,485
-40% -$278K
VNLA icon
2972
Janus Henderson Short Duration Income ETF
VNLA
$3.36B
$401K ﹤0.01%
8,000
-256,700
-97% -$12.9M
RAAS
2973
DELISTED
Cloopen Group Holding Limited American Depositary Shares (each representing six (6) Class A Ordinary Shares)
RAAS
$400K ﹤0.01%
+30,139
New +$457K
CDC icon
2974
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$753M
$399K ﹤0.01%
+6,200
New +$406K
ROBO icon
2975
ROBO Global Robotics & Automation Index ETF
ROBO
$2.13B
$399K ﹤0.01%
+6,200
New +$412K
117 118
119
120 121

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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.