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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
DGRW icon
3126
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.4B
$259K ﹤0.01%
+4,400
New +$269K
NBRV
3127
DELISTED
Nabriva Therapeutics plc Ordinary Shares Ireland
NBRV
$259K ﹤0.01%
8,715
-26,061
-75% -$736K
CSCI
3128
DELISTED
COSCIENS Biopharma Inc. Common Stock
CSCI
$256K ﹤0.01%
3,414
+2,304
+208% +$164K
GTYH
3129
DELISTED
GTY Technology Holdings, Inc. Common Stock
GTYH
$256K ﹤0.01%
34,000
-46,100
-58% -$331K
METC icon
3130
Ramaco Resources Class A
METC
$692M
$254K ﹤0.01%
21,292
-51,163
-71% -$426K
VYNT
3131
DELISTED
Vyant Bio, Inc. Common Stock
VYNT
$254K ﹤0.01%
+21,840
New +$302K
JPIN icon
3132
JPMorgan Diversified Return International Equity ETF
JPIN
$374M
$253K ﹤0.01%
+4,200
New +$263K
FTHM icon
3133
Fathom Holdings
FTHM
$23.1M
$251K ﹤0.01%
9,400
-9,469
-50% -$270K
IMRN
3134
Immuron
IMRN
$9.12M
$250K ﹤0.01%
62,922
-12,357
-16% -$52.2K
WRN
3135
Western Copper and Gold
WRN
$543M
$249K ﹤0.01%
166,770
-482,330
-74% -$844K
CWK icon
3136
Cushman & Wakefield Ltd
CWK
$3.24B
$246K ﹤0.01%
13,200
-11,500
-47% -$206K
ELDN icon
3137
Eledon Pharmaceuticals
ELDN
$291M
$245K ﹤0.01%
39,663
+18,556
+88% +$130K
SLP icon
3138
Simulations Plus
SLP
$371M
$245K ﹤0.01%
+6,200
New +$283K
BAR icon
3139
GraniteShares Gold Shares
BAR
$1.46B
$244K ﹤0.01%
+14,000
New +$249K
COR icon
3140
Cencora
COR
$60B
$244K ﹤0.01%
2,046
-225,554
-99% -$27.1M
FV icon
3141
First Trust Dorsey Wright Focus 5 ETF
FV
$3.83B
$243K ﹤0.01%
+5,300
New +$250K
MTW icon
3142
Manitowoc
MTW
$727M
$243K ﹤0.01%
11,349
-51,900
-82% -$1.2M
TLGT
3143
DELISTED
Teligent, Inc
TLGT
$242K ﹤0.01%
606,738
+299,901
+98% +$131K
GLRE icon
3144
Greenlight Captial
GLRE
$505M
$239K ﹤0.01%
32,400
-32,210
-50% -$269K
REPX icon
3145
Riley Exploration Permian
REPX
$796M
$239K ﹤0.01%
+10,167
New +$216K
INTF icon
3146
iShares International Equity Factor ETF
INTF
$3.77B
$238K ﹤0.01%
+8,200
New +$248K
ATIP
3147
DELISTED
ATI Physical Therapy, Inc.
ATIP
$236K ﹤0.01%
+1,244
New +$317K
BGI icon
3148
Birks Group
BGI
$6.5M
$235K ﹤0.01%
83,796
-42,529
-34% -$117K
PDEX icon
3149
Pro-Dex
PDEX
$217M
$235K ﹤0.01%
9,140
-3,200
-26% -$90.9K
EEX
3150
DELISTED
Emerald Holding
EEX
$234K ﹤0.01%
53,857
-29,800
-36% -$134K
124 125
126
127 128

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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.