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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
+6.42%
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
+$2.95B
Cap. Flow
-$95.7M
Cap. Flow %
-0.12%
Top 10 Hldgs %
11.6%
Holding
4,407
New
984
Increased
1,222
Reduced
1,628
Closed
545

Top Buys

Rank Stock Value
1
RBLX icon
Roblox
RBLX
+$524M
2
JPM icon
JPMorgan Chase
JPM
+$515M
3
AMZN icon
Amazon
AMZN
+$505M
4
T icon
AT&T
T
+$450M
5
COIN icon
Coinbase
COIN
+$389M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$836M
2
AMD icon
Advanced Micro Devices
AMD
+$706M
3
ADBE icon
Adobe
ADBE
+$597M
4
QCOM icon
Qualcomm
QCOM
+$508M
5
NKE icon
Nike
NKE
+$442M

Sector Composition

Rank Sector Weight
1 Healthcare 19.55%
2 Technology 17.69%
3 Consumer Staples 10.26%
4 Consumer Discretionary 9.97%
5 Financials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HEAL
3051
Global X Funds Global X HealthTech ETF
HEAL
$31M
$523K ﹤0.01%
+10,549
New +$546K
CURE icon
3052
Direxion Daily Healthcare Bull 3X ETF
CURE
$187M
$522K ﹤0.01%
+3,600
New +$437K
FDIS icon
3053
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.72B
$521K ﹤0.01%
5,900
-2,700
-31% -$235K
LVO icon
3054
LiveOne
LVO
$57.5M
$521K ﹤0.01%
40,690
+10,476
+35% +$230K
OPHC icon
3055
OptimumBank Holdings
OPHC
$120M
$520K ﹤0.01%
132,200
-25,300
-16% -$123K
SNEX icon
3056
StoneX
SNEX
$8.08B
$518K ﹤0.01%
42,834
-1,195
-3% -$15.7K
EPSN icon
3057
Epsilon Energy
EPSN
$166M
$517K ﹤0.01%
91,100
+23,000
+34% +$127K
FNCB
3058
DELISTED
FNCB Bancorp Inc. Common Stock
FNCB
$517K ﹤0.01%
55,991
-5,727
-9% -$50.5K
MTBL
3059
DELISTED
Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares)
MTBL
$517K ﹤0.01%
+352,230
New +$772K
ENVB icon
3060
Enveric Biosciences
ENVB
$6.08M
$515K ﹤0.01%
62
+7
+13% +$98.4K
EQOS
3061
DELISTED
EQONEX LIMITED Ordinary Shares
EQOS
$515K ﹤0.01%
+275,289
New +$1.06M
SCWX
3062
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
$512K ﹤0.01%
32,040
+3,800
+13% +$69.5K
KFRC icon
3063
Kforce
KFRC
$1.03B
$511K ﹤0.01%
6,800
-16,549
-71% -$1.19M
OMER icon
3064
Omeros
OMER
$1.24B
$511K ﹤0.01%
+79,400
New +$576K
CCSI icon
3065
Consensus Cloud Solutions
CCSI
$721M
$510K ﹤0.01%
+8,815
New +$536K
SSY
3066
DELISTED
SunLink Health Systems
SSY
$510K ﹤0.01%
331,284
+13,800
+4% +$30.4K
LUXE
3067
LuxExperience B.V.
LUXE
$1.05B
$509K ﹤0.01%
+24,020
New +$616K
SCHD icon
3068
Schwab US Dividend Equity ETF
SCHD
$108B
$509K ﹤0.01%
18,900
-50,400
-73% -$1.31M
IIN
3069
DELISTED
IntriCon Corporation
IIN
$509K ﹤0.01%
31,500
-48,900
-61% -$838K
GES
3070
DELISTED
Guess Inc
GES
$504K ﹤0.01%
21,300
-47,376
-69% -$1.05M
ACB
3071
Aurora Cannabis
ACB
$226M
$502K ﹤0.01%
+9,270
New +$623K
FELE icon
3072
Franklin Electric
FELE
$4.65B
$501K ﹤0.01%
5,300
-14,100
-73% -$1.26M
DOC
3073
DELISTED
PHYSICIANS REALTY TRUST
DOC
$501K ﹤0.01%
26,600
-11,500
-30% -$212K
ABM icon
3074
ABM Industries
ABM
$2.82B
$498K ﹤0.01%
12,200
-51,700
-81% -$2.33M
ACT icon
3075
Enact Holdings
ACT
$6.85B
$498K ﹤0.01%
+24,100
New +$521K
121 122
123
124 125

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Jim Simons's Q4 2021 Portfolio in Review

As of Q4 2021, Jim Simons held 4,407 positions worth $80.4B, up 3.8% from $77.4B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons's Q4 2021 filing shows 984 new, 1,222 increased, 1,628 reduced and 545 closed positions. Its largest new stake was Amazon: 2,953,100 shares worth $492M. The largest sale was NVIDIA, an estimated $836M.

By sector, the portfolio is most concentrated in Healthcare at 20% of assets, down from 21% a quarter earlier, followed by Technology and Consumer Staples.

  • Jim Simons's largest Q4 2021 buy was Amazon: 2,953,100 shares worth $492M.
  • Jim Simons added most to Roblox in Q4 2021, an estimated $524M increase.
  • Jim Simons's biggest Q4 2021 reduction was NVIDIA, cutting an estimated $836M.
  • Jim Simons fully exited Advanced Micro Devices in Q4 2021, selling an estimated $706M.
  • Jim Simons's ten largest holdings make up 12% of its $80.4B portfolio in Q4 2021.
  • Jim Simons opened 984 new positions and closed 545 in Q4 2021.
  • Jim Simons's portfolio value rose 3.8% quarter-over-quarter to $80.4B.

Based on Renaissance Technologies's 13F filing for Q4 2021, filed 11 Feb 2022.