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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
+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 19.43%
2 Technology 17.51%
3 Communication Services 11.4%
4 Consumer Discretionary 10.59%
5 Consumer Staples 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OPHC icon
2976
OptimumBank Holdings
OPHC
$113M
$420K ﹤0.01%
108,600
+71,000
+189% +$271K
WCLD
2977
WisdomTree Cloud Computing Fund
WCLD
$319M
$419K ﹤0.01%
8,700
-22,700
-72% -$1.21M
MUB icon
2978
iShares National Muni Bond ETF
MUB
$45.9B
$418K ﹤0.01%
3,600
-163,500
-98% -$19.1M
QNRX
2979
Quoin Pharmaceuticals
QNRX
$11.8M
$418K ﹤0.01%
6
-1
-14% -$69.8K
FRAF icon
2980
Franklin Financial Services
FRAF
$289M
$415K ﹤0.01%
+13,296
New +$387K
NVIV
2981
DELISTED
InVivo Therapeutics Holdings Corp
NVIV
$413K ﹤0.01%
16,607
+12,148
+272% +$364K
SPYD icon
2982
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.78B
$412K ﹤0.01%
+10,700
New +$390K
CCO icon
2983
Clear Channel Outdoor Holdings
CCO
$1.23B
$411K ﹤0.01%
228,400
-275,810
-55% -$522K
PETZ icon
2984
TDH Holdings
PETZ
$15.5M
$411K ﹤0.01%
7,965
+1,145
+17% +$58.4K
FAMI icon
2985
Farmmi Inc
FAMI
$4.96M
$409K ﹤0.01%
156
-142
-48% -$464K
AIA icon
2986
iShares Asia 50 ETF
AIA
$5.07B
$406K ﹤0.01%
4,400
-800
-15% -$76.5K
SMMT icon
2987
Summit Therapeutics
SMMT
$11.2B
$403K ﹤0.01%
68,612
-184,600
-73% -$1.19M
COFS icon
2988
Choiceone Financial
COFS
$514M
$402K ﹤0.01%
16,700
+3,000
+22% +$81.9K
PXS icon
2989
Pyxis Tankers
PXS
$50.9M
$402K ﹤0.01%
97,550
+90,637
+1,311% +$461K
CZWI icon
2990
Citizens Community Bancorp
CZWI
$200M
$398K ﹤0.01%
32,100
+21,900
+215% +$251K
GNLN icon
2991
Greenlane Holdings
GNLN
$1.19M
– –
0
– –
CODA icon
2992
Coda Octopus Group
CODA
$116M
$390K ﹤0.01%
+43,900
New +$327K
NTRP icon
2993
NextTrip
NTRP
$22.2M
$388K ﹤0.01%
5,210
+4,290
+466% +$350K
MPB icon
2994
Mid Penn Bancorp
MPB
$969M
$387K ﹤0.01%
+14,442
New +$357K
FBSS
2995
DELISTED
Fauquier Bankshares Inc
FBSS
$387K ﹤0.01%
18,200
+1,061
+6% +$20.9K
AVCT
2996
DELISTED
American Virtual Cloud Technologies, Inc. Common Stock
AVCT
$385K ﹤0.01%
+4,533
New +$494K
UFI icon
2997
UNIFI
UFI
$127M
$381K ﹤0.01%
13,834
-84,900
-86% -$2.05M
JKS
2998
JinkoSolar
JKS
$860M
$379K ﹤0.01%
+9,100
New +$510K
CBMB
2999
DELISTED
CBM Bancorp, Inc.
CBMB
$379K ﹤0.01%
27,005
-500
-2% -$7.05K
VJET
3000
DELISTED
VOXELJET AG American Depositary Shares (each representing one Ordinary Share)
VJET
$378K ﹤0.01%
+24,200
New +$423K
118 119
120
121 122

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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 19% 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.