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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
JFU
3051
9F Inc
JFU
$29.2M
$305K ﹤0.01%
8,247
-39,640
-83% -$1.36M
DXR icon
3052
Daxor
DXR
$60.7M
$303K ﹤0.01%
25,021
-500
-2% -$6.33K
RODM icon
3053
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.65B
$303K ﹤0.01%
+10,200
New +$297K
FAT
3054
DELISTED
FAT Brands
FAT
$302K ﹤0.01%
71,581
+47,807
+201% +$214K
PHX
3055
DELISTED
PHX Minerals
PHX
$301K ﹤0.01%
104,955
-38,045
-27% -$116K
AMGN icon
3056
Amgen
AMGN
$226B
$299K ﹤0.01%
1,200
-166,445
-99% -$39.7M
VALU icon
3057
Value Line
VALU
$341M
$299K ﹤0.01%
10,600
-2,600
-20% -$78.1K
XCUR icon
3058
Exicure
XCUR
$8.35M
$298K ﹤0.01%
911
-730
-44% -$251K
BOXL icon
3059
Boxlight
BOXL
$4.54M
$295K ﹤0.01%
+81
New +$291K
SGRP
3060
DELISTED
SPAR Group
SGRP
$295K ﹤0.01%
175,300
+98,700
+129% +$151K
MTBL
3061
DELISTED
Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares)
MTBL
$291K ﹤0.01%
322,000
+188,390
+141% +$148K
FTCS icon
3062
First Trust Capital Strength ETF
FTCS
$8.02B
$290K ﹤0.01%
+4,100
New +$279K
HEPA
3063
DELISTED
Hepion Pharmaceuticals
HEPA
$290K ﹤0.01%
158
-171
-52% -$375K
LMST
3064
DELISTED
Limestone Bancorp, Inc. Common Stock
LMST
$290K ﹤0.01%
+18,300
New +$268K
WEI
3065
DELISTED
Weidai Ltd. American depositary shares, each representing five (5) Class A ordinary shares
WEI
$290K ﹤0.01%
+42,595
New +$349K
ELDN icon
3066
Eledon Pharmaceuticals
ELDN
$286M
$289K ﹤0.01%
27,051
-16,200
-37% -$244K
PRF icon
3067
Invesco FTSE RAFI US 1000 ETF
PRF
$10.1B
$288K ﹤0.01%
9,500
-23,500
-71% -$675K
RTL
3068
DELISTED
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
$287K ﹤0.01%
29,233
-84,300
-74% -$734K
AAME icon
3069
Atlantic American Corp
AAME
$29M
$286K ﹤0.01%
77,715
+21,015
+37% +$79.5K
TFIN icon
3070
Triumph Financial Inc
TFIN
$1.87B
$286K ﹤0.01%
3,700
-500
-12% -$34.8K
FET icon
3071
Forum Energy Technologies
FET
$927M
$285K ﹤0.01%
+15,375
New +$281K
CTK
3072
DELISTED
CooTek (Cayman) Inc. American Depositary Shares, each representing 650 Class A Ordinary Shares
CTK
$284K ﹤0.01%
7,900
+2,923
+59% +$133K
KZIA
3073
Kazia Therapeutics
KZIA
$151M
$283K ﹤0.01%
457
-1,136
-71% -$594K
ERII icon
3074
Energy Recovery
ERII
$399M
$282K ﹤0.01%
+15,400
New +$247K
MTC icon
3075
MMTec
MTC
$299M
$281K ﹤0.01%
1,372
+197
+17% +$40.2K
121 122
123
124 125

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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.