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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 Technology 20.4%
2 Healthcare 20.27%
3 Consumer Staples 11.15%
4 Consumer Discretionary 9.81%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BKSC
3076
DELISTED
Bank of South Carolina
BKSC
$308K ﹤0.01%
15,270
-900
-6% -$18.7K
DDM icon
3077
ProShares Ultra Dow30
DDM
$544M
$305K ﹤0.01%
+8,796
New +$325K
CTEK
3078
DELISTED
CynergisTek, Inc.
CTEK
$305K ﹤0.01%
169,183
-1,200
-0.7% -$2.44K
RRD
3079
DELISTED
RR Donnelley & Sons Co.
RRD
$305K ﹤0.01%
59,259
-72,200
-55% -$385K
CMCM
3080
Cheetah Mobile
CMCM
$93.7M
$304K ﹤0.01%
37,245
-19,540
-34% -$192K
VIOT
3081
Viomi Technology
VIOT
$48M
$304K ﹤0.01%
66,764
-112,500
-63% -$634K
MACK
3082
DELISTED
Merrimack Pharmaceuticals, Inc.
MACK
$302K ﹤0.01%
62,520
-39,450
-39% -$206K
IPAC icon
3083
iShares Core MSCI Pacific ETF
IPAC
$2.78B
$301K ﹤0.01%
+4,500
New +$302K
PWCM
3084
PowerCompute, Inc. Common Stock
PWCM
$1.42M
$301K ﹤0.01%
491
-26
-5% -$17.6K
ARL icon
3085
American Realty Investors
ARL
$243M
$300K ﹤0.01%
22,799
-2,500
-10% -$30.3K
AMOV
3086
DELISTED
America Movil SAB de CV
AMOV
$300K ﹤0.01%
17,053
– –
MCBS icon
3087
MetroCity Bankshares
MCBS
$1.04B
$298K ﹤0.01%
+14,200
New +$282K
CWB icon
3088
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.75B
$297K ﹤0.01%
3,483
-52,217
-94% -$4.5M
PAVS icon
3089
Paranovus Entertainment Technology
PAVS
$5.71M
– –
0
– –
PLBC icon
3090
Plumas Bancorp
PLBC
$439M
$294K ﹤0.01%
9,300
-4,000
-30% -$128K
SQFT icon
3091
Presidio Property Trust
SQFT
$2.02M
$294K ﹤0.01%
7,795
+6,690
+605% +$266K
CALT
3092
DELISTED
Calliditas Therapeutics AB American Depositary Shares
CALT
$294K ﹤0.01%
+13,600
New +$373K
UBCP icon
3093
United Bancorp
UBCP
$89.2M
$293K ﹤0.01%
20,500
+4,700
+30% +$67.1K
TDIV icon
3094
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.47B
$288K ﹤0.01%
+5,100
New +$296K
LAIX
3095
DELISTED
LAIX Inc. American Depositary Shares, each representing fourteen Class A Ordinary Shares
LAIX
$288K ﹤0.01%
22,862
-43
-0.2% -$663
PEB icon
3096
Pebblebrook Hotel Trust
PEB
$2.04B
$287K ﹤0.01%
+12,822
New +$284K
CNA icon
3097
CNA Financial
CNA
$13.7B
$285K ﹤0.01%
6,800
-27,393
-80% -$1.2M
WPC icon
3098
W.P. Carey
WPC
$16.1B
$285K ﹤0.01%
3,982
-48,089
-92% -$3.66M
TUEM
3099
DELISTED
Tuesday Morning Corp
TUEM
$285K ﹤0.01%
+3,393
New +$369K
KZIA
3100
Kazia Therapeutics
KZIA
$146M
$283K ﹤0.01%
500
-816
-62% -$401K
122 123
124
125 126

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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 Technology at 20% of assets, up from 20% a quarter earlier, followed by Healthcare 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.