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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
USAS
2976
Americas Gold and Silver
USAS
$1.7B
$399K ﹤0.01%
+200,521
New +$592K
VNRX icon
2977
VolitionRx Ltd
VNRX
$7.6M
$399K ﹤0.01%
6,435
-5,896
-48% -$373K
CBMB
2978
DELISTED
CBM Bancorp, Inc.
CBMB
$397K ﹤0.01%
24,905
-500
-2% -$7.57K
ACIC icon
2979
American Coastal Insurance
ACIC
$465M
$395K ﹤0.01%
108,826
-94,402
-46% -$379K
VOX icon
2980
Vanguard Communication Services ETF
VOX
$5.88B
$394K ﹤0.01%
+2,800
New +$407K
ASTH icon
2981
Astrana Health
ASTH
$1.78B
$392K ﹤0.01%
4,300
-54,400
-93% -$4.63M
CPHI icon
2982
China Pharma Holdings
CPHI
$44.2M
$391K ﹤0.01%
1,401
+426
+44% +$151K
LGMK
2983
DELISTED
LogicMark
LGMK
$391K ﹤0.01%
188
+181
+2,586% +$615K
NUWE icon
2984
Nuwellis
NUWE
$474K
– –
0
– –
SGLY icon
2985
Singularity Future Technology
SGLY
$4.92M
$390K ﹤0.01%
1,217
+731
+150% +$288K
WHLM
2986
DELISTED
Wilhelmina International, Inc
WHLM
$390K ﹤0.01%
72,566
+40,075
+123% +$216K
BSBR icon
2987
Santander
BSBR
$43.1B
$389K ﹤0.01%
62,118
-112,961
-65% -$814K
WORX
2988
DELISTED
SCWORX CORP NEW
WORX
$389K ﹤0.01%
+804
New +$447K
ZKIN icon
2989
ZK International Group
ZKIN
$62.4M
$389K ﹤0.01%
+19,920
New +$472K
PATI
2990
DELISTED
Patriot Transportation Holding, Inc. Common Stock
PATI
$388K ﹤0.01%
34,006
-1,103
-3% -$13K
WINT
2991
DELISTED
Windtree Therapeutics
WINT
$386K ﹤0.01%
4
+1
+33% +$85.1K
FDVV icon
2992
Fidelity High Dividend ETF
FDVV
$10.5B
$385K ﹤0.01%
+10,400
New +$396K
TELA icon
2993
TELA Bio
TELA
$30.4M
$385K ﹤0.01%
28,200
-17,400
-38% -$243K
ARMP icon
2994
Armata Pharmaceuticals
ARMP
$158M
$384K ﹤0.01%
106,092
-10,604
-9% -$40.4K
SPGP icon
2995
Invesco S&P 500 GARP ETF
SPGP
$2.33B
$383K ﹤0.01%
+4,400
New +$397K
DPST icon
2996
Direxion Daily Regional Banks Bull 3X ETF
DPST
$414M
$382K ﹤0.01%
+850
New +$333K
BDRX
2997
Biodexa Pharmaceuticals
BDRX
$1.54M
– –
0
– –
VALU icon
2998
Value Line
VALU
$360M
$381K ﹤0.01%
11,120
+520
+5% +$17.3K
SEEL
2999
DELISTED
Seelos Therapeutics, Inc. Common Stock
SEEL
$381K ﹤0.01%
41
-74
-64% -$636K
ORGS
3000
DELISTED
Orgenesis Inc. Common Stock
ORGS
$380K ﹤0.01%
7,670
-3,690
-32% -$185K
118 119
120
121 122

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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.