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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
HQI icon
3151
HireQuest
HQI
$231M
$234K ﹤0.01%
12,100
-5,000
-29% -$96K
IIIN icon
3152
Insteel Industries
IIIN
$635M
$234K ﹤0.01%
+6,140
New +$226K
IVLU icon
3153
iShares MSCI Intl Value Factor ETF
IVLU
$4.55B
$234K ﹤0.01%
+9,100
New +$236K
CLPS icon
3154
CLPS Inc
CLPS
$26.1M
$232K ﹤0.01%
80,600
+20,400
+34% +$71.7K
TBLT
3155
DELISTED
ToughBuilt Industries, Inc. Common Stock
TBLT
$232K ﹤0.01%
46
+14
+44% +$81.8K
BH.A icon
3156
Biglari Holdings Class A
BH.A
$1.23B
$230K ﹤0.01%
280
-110
-28% -$90.3K
CNXC icon
3157
Concentrix
CNXC
$1.5B
$230K ﹤0.01%
1,300
-7,500
-85% -$1.24M
MOV icon
3158
Movado Group
MOV
$815M
$230K ﹤0.01%
+7,300
New +$233K
PSI icon
3159
Invesco Semiconductors ETF
PSI
$2.59B
$230K ﹤0.01%
+5,400
New +$230K
MOO icon
3160
VanEck Agribusiness ETF
MOO
$972M
$228K ﹤0.01%
+2,500
New +$230K
RSSS icon
3161
Research Solutions
RSSS
$74.6M
$228K ﹤0.01%
87,000
+45,114
+108% +$121K
IJJ icon
3162
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.08B
$227K ﹤0.01%
2,200
-2,300
-51% -$242K
BGFV
3163
DELISTED
Big 5 Sporting Goods
BGFV
$226K ﹤0.01%
9,800
-5,700
-37% -$140K
MGYR icon
3164
Magyar Bancorp
MGYR
$123M
$226K ﹤0.01%
+19,700
New +$211K
SRAX
3165
DELISTED
SRAX, Inc. Class A Common Stock
SRAX
$226K ﹤0.01%
42,400
-8,522
-17% -$40.9K
FEDU
3166
Four Seasons Education Depositary Shares Rep 10 Ordinary Shares
FEDU
$17.1M
$224K ﹤0.01%
11,748
+365
+3% +$5.35K
MUX icon
3167
McEwen Inc
MUX
$1.18B
$224K ﹤0.01%
21,510
– –
ARTL icon
3168
Artelo Biosciences
ARTL
$2.64M
$223K ﹤0.01%
1,047
-1,015
-49% -$258K
HMN icon
3169
Horace Mann Educators
HMN
$2.09B
$223K ﹤0.01%
+5,600
New +$222K
CYCN icon
3170
Cyclerion Therapeutics
CYCN
$18.4M
$222K ﹤0.01%
3,615
-10,622
-75% -$695K
ONCS
3171
DELISTED
OncoSec Medical Incorporated
ONCS
$221K ﹤0.01%
4,723
-13,073
-73% -$662K
IXG icon
3172
iShares Global Financials ETF
IXG
$702M
$220K ﹤0.01%
2,800
-5,825
-68% -$456K
NTZ
3173
Natuzzi
NTZ
$14.9M
$220K ﹤0.01%
13,500
-12,100
-47% -$202K
CLWT icon
3174
Euro Tech Holdings
CLWT
$12.2M
$219K ﹤0.01%
103,500
+15,478
+18% +$37.7K
ZGYH
3175
DELISTED
Yunhong International Class A Ordinary Shares
ZGYH
$218K ﹤0.01%
21,200
+8,000
+61% +$81.5K
125 126
127
128 129

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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.