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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
BUZZ icon
3176
VanEck Social Sentiment ETF
BUZZ
$103M
$217K ﹤0.01%
+8,800
New +$226K
GPMT
3177
Granite Point Mortgage Trust
GPMT
$58.8M
$217K ﹤0.01%
+16,500
New +$227K
STEX
3178
Streamex Corp
STEX
$87.3M
$216K ﹤0.01%
7,260
-23,070
-76% -$750K
LOGC
3179
DELISTED
LogicBio Therapeutics, Inc. Common Stock
LOGC
$216K ﹤0.01%
47,200
-49,300
-51% -$217K
IFRX icon
3180
InflaRx
IFRX
$296M
$215K ﹤0.01%
83,090
-51,193
-38% -$135K
AACG
3181
ATA Creativity
AACG
$48M
$214K ﹤0.01%
91,544
-57,698
-39% -$163K
SLVO icon
3182
Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033
SLVO
$12.4M
$214K ﹤0.01%
+2,114
New +$236K
LODE icon
3183
Comstock
LODE
$265M
$213K ﹤0.01%
+7,968
New +$239K
TAOX
3184
Tao Synergies Inc
TAOX
$26M
$213K ﹤0.01%
+858
New +$176K
NCSM icon
3185
NCS Multistage Holdings
NCSM
$134M
$212K ﹤0.01%
7,416
-1,200
-14% -$32.9K
AAMC
3186
DELISTED
Altisource Asset Management Corp
AAMC
$211K ﹤0.01%
+16,150
New +$182K
ASLN
3187
DELISTED
ASLAN Pharmaceuticals Limited American Depositary Shares
ASLN
$211K ﹤0.01%
2,964
-6,027
-67% -$686K
TW icon
3188
Tradeweb Markets
TW
$21.9B
$210K ﹤0.01%
+2,600
New +$224K
BATL icon
3189
Battalion Oil
BATL
$29.5M
$209K ﹤0.01%
21,500
+300
+1% +$3.36K
FCG icon
3190
First Trust Natural Gas ETF
FCG
$639M
$209K ﹤0.01%
12,400
-4,700
-27% -$68.3K
FXC icon
3191
Invesco CurrencyShares Canadian Dollar Trust
FXC
$73.6M
$209K ﹤0.01%
+2,700
New +$210K
FXL icon
3192
First Trust Technology AlphaDEX Fund
FXL
$2.89B
$209K ﹤0.01%
1,700
-300
-15% -$37.7K
BCOW
3193
DELISTED
1895 Bancorp of Wisconsin
BCOW
$209K ﹤0.01%
+19,100
New +$209K
GBIL icon
3194
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.59B
$207K ﹤0.01%
2,070
-44,930
-96% -$4.5M
EGLE
3195
DELISTED
Eagle Bulk Shipping Inc.
EGLE
$207K ﹤0.01%
4,100
-9,700
-70% -$439K
BOTJ icon
3196
Bank Of The James
BOTJ
$125M
$204K ﹤0.01%
14,180
+1,100
+8% +$16.4K
EDN
3197
Edenor
EDN
$994M
$204K ﹤0.01%
30,272
-11,976
-28% -$64.9K
PXS icon
3198
Pyxis Tankers
PXS
$50.9M
$204K ﹤0.01%
66,875
-120,426
-64% -$360K
SPRB
3199
Spruce Biosciences
SPRB
$135M
$204K ﹤0.01%
+453
New +$284K
BIOC
3200
DELISTED
Biocept, Inc.
BIOC
$204K ﹤0.01%
+1,693
New +$198K
126 127
128
129 130

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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.