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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
WWW icon
3026
Wolverine World Wide
WWW
$1.63B
$355K ﹤0.01%
11,900
-131,600
-92% -$4.49M
CBUS icon
3027
Cibus
CBUS
$145M
$351K ﹤0.01%
2,084
-3,454
-62% -$668K
TEVA icon
3028
Teva Pharmaceuticals
TEVA
$42.6B
$349K ﹤0.01%
35,800
-910,563
-96% -$8.53M
TRTX
3029
TPG RE Finance Trust
TRTX
$610M
$349K ﹤0.01%
28,194
-15,000
-35% -$192K
XERS icon
3030
Xeris Biopharma Holdings
XERS
$1.52B
$348K ﹤0.01%
142,012
-1,094,583
-89% -$3.18M
AYI icon
3031
Acuity Brands
AYI
$10.8B
$347K ﹤0.01%
2,000
-26,396
-93% -$4.63M
ILCG icon
3032
iShares Morningstar Growth ETF
ILCG
$3.3B
$347K ﹤0.01%
+5,300
New +$358K
STAA icon
3033
STAAR Surgical
STAA
$1.26B
$347K ﹤0.01%
+2,700
New +$378K
ISUN
3034
DELISTED
iSun, Inc. Common Stock
ISUN
$347K ﹤0.01%
+41,855
New +$376K
VXF icon
3035
Vanguard Extended Market ETF
VXF
$32.3B
$346K ﹤0.01%
1,900
-16,000
-89% -$2.99M
JT
3036
DELISTED
Jianpu Technology Inc. American Depositary Shares, each representing twenty Class A Ordinary Shares
JT
$343K ﹤0.01%
233,069
-17,800
-7% -$33K
AHPI
3037
DELISTED
Allied Healthcare Products
AHPI
$343K ﹤0.01%
49,700
+2,500
+5% +$19.4K
ENS icon
3038
EnerSys
ENS
$6.81B
$342K ﹤0.01%
+4,600
New +$408K
MFGP
3039
DELISTED
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
$339K ﹤0.01%
62,300
-566,765
-90% -$3.19M
BVS icon
3040
Bioventus
BVS
$1.17B
$338K ﹤0.01%
23,900
-62,100
-72% -$956K
FHLC icon
3041
Fidelity MSCI Health Care Index ETF
FHLC
$3.42B
$338K ﹤0.01%
+5,300
New +$350K
UFI icon
3042
UNIFI
UFI
$127M
$338K ﹤0.01%
+15,434
New +$351K
CEPU
3043
Central Puerto
CEPU
$1.99B
$336K ﹤0.01%
108,536
-355,864
-77% -$950K
TGS icon
3044
Transportadora de Gas del Sur
TGS
$4.23B
$334K ﹤0.01%
67,800
-5,663
-8% -$27.2K
UFAB
3045
DELISTED
Unique Fabricating, Inc.
UFAB
$334K ﹤0.01%
101,277
-7,300
-7% -$20.8K
RDUS
3046
DELISTED
Radius Recycling
RDUS
$333K ﹤0.01%
+7,596
New +$367K
XSVM icon
3047
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$675M
$332K ﹤0.01%
+6,600
New +$328K
SLY
3048
DELISTED
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
$332K ﹤0.01%
+3,500
New +$333K
ACET icon
3049
Adicet Bio
ACET
$77.3M
$331K ﹤0.01%
2,639
-2,467
-48% -$306K
RAVE icon
3050
RAVE Restaurant Group
RAVE
$43.9M
$331K ﹤0.01%
252,778
-188,724
-43% -$246K
120 121
122
123 124

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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.