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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+10.31%
1 Year Est. Return
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
AUM
$80.1B
AUM Growth
-$274M
Cap. Flow
-$5.63B
Cap. Flow %
-7.02%
Top 10 Hldgs %
12.21%
Holding
3,960
New
701
Increased
982
Reduced
1,699
Closed
551

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$814M
2
NVDA icon
NVIDIA
NVDA
+$448M
3
MSFT icon
Microsoft
MSFT
+$394M
4
AAPL icon
Apple
AAPL
+$368M
5
JNJ icon
Johnson & Johnson
JNJ
+$288M

Top Sells

Rank Stock Value
1
BIDU icon
Baidu
BIDU
+$616M
2
TSLA icon
Tesla
TSLA
+$406M
3
PANW icon
Palo Alto Networks
PANW
+$400M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$394M
5
T icon
AT&T
T
+$389M

Sector Composition

Rank Sector Weight
1 Healthcare 19.96%
2 Technology 19.63%
3 Consumer Staples 10.59%
4 Consumer Discretionary 10.5%
5 Communication Services 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GCBC icon
3201
Greene County Bancorp
GCBC
$601M
$247K ﹤0.01%
+17,600
New +$236K
CREX icon
3202
Creative Realities
CREX
$39.3M
$246K ﹤0.01%
+37,796
New +$193K
SPSM icon
3203
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.5B
$246K ﹤0.01%
5,600
-8,500
-60% -$369K
LEA icon
3204
Lear
LEA
$8.07B
$245K ﹤0.01%
+1,395
New +$258K
OBSV
3205
DELISTED
ObsEva SA Ordinary Shares
OBSV
$245K ﹤0.01%
+81,000
New +$238K
GOGO icon
3206
Gogo Inc
GOGO
$383M
$244K ﹤0.01%
21,434
-793,885
-97% -$9.19M
THM
3207
International Tower Hill Mines
THM
$733M
$243K ﹤0.01%
231,800
+199,256
+612% +$216K
SBOW
3208
DELISTED
SilverBow Resources, Inc.
SBOW
$243K ﹤0.01%
+10,455
New +$159K
INDO icon
3209
Indonesia Energy Corp
INDO
$45.1M
$242K ﹤0.01%
37,800
-15,100
-29% -$85.2K
UOKA
3210
DELISTED
MDJM Ltd
UOKA
$242K ﹤0.01%
42
+23
+121% +$110K
IMH
3211
DELISTED
Impac Mortgage Holdings Inc.
IMH
$242K ﹤0.01%
114,279
-47,670
-29% -$97.8K
EZRA
3212
Reliance Global Group
EZRA
$1.93M
$240K ﹤0.01%
+7
New +$260K
VS icon
3213
Versus Systems
VS
$8.2M
$239K ﹤0.01%
+174
New +$291K
PM icon
3214
Philip Morris
PM
$290B
$238K ﹤0.01%
2,400
-2,198,400
-100% -$211M
SPHD icon
3215
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.39B
$238K ﹤0.01%
+5,400
New +$241K
GRTX
3216
DELISTED
Galera Therapeutics, Inc. Common Stock
GRTX
$238K ﹤0.01%
24,170
-12,911
-35% -$105K
FAT
3217
DELISTED
FAT Brands
FAT
$237K ﹤0.01%
29,169
-42,412
-59% -$246K
ARL icon
3218
American Realty Investors
ARL
$243M
$236K ﹤0.01%
25,299
– –
FPXI icon
3219
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$300M
$232K ﹤0.01%
+3,400
New +$228K
SHV icon
3220
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$232K ﹤0.01%
2,100
-8,400
-80% -$928K
NUWE icon
3221
Nuwellis
NUWE
$514K
– –
0
– –
AIXC
3222
AIxCrypto Holdings Inc
AIXC
$15M
$227K ﹤0.01%
+228
New +$231K
GBIO
3223
DELISTED
Generation Bio
GBIO
$226K ﹤0.01%
+840
New +$251K
UBCP icon
3224
United Bancorp
UBCP
$92.5M
$225K ﹤0.01%
15,800
+3,800
+32% +$56.9K
AMRB
3225
DELISTED
American River Bankshares
AMRB
$223K ﹤0.01%
12,400
-1,700
-12% -$31.6K
127 128
129
130 131

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Jim Simons's Q2 2021 Portfolio in Review

As of Q2 2021, Jim Simons held 3,960 positions worth $80.1B, down 0.34% from $80.4B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons withdrew a net $5.63B in Q2 2021, closing 551 positions and reducing 1,699 holdings. Its most notable exit was AT&T, an estimated $389M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 20% of assets, up from 19% a quarter earlier, followed by Technology and Consumer Staples.

Against the trend, Jim Simons opened a new position in Caterpillar worth $227M.

  • Jim Simons's largest Q2 2021 buy was Caterpillar: 1,042,778 shares worth $227M.
  • Jim Simons added most to Amazon in Q2 2021, an estimated $814M increase.
  • Jim Simons's biggest Q2 2021 reduction was Baidu, cutting an estimated $616M.
  • Jim Simons fully exited AT&T in Q2 2021, selling an estimated $389M.
  • Jim Simons's ten largest holdings make up 12% of its $80.1B portfolio in Q2 2021.
  • Jim Simons opened 701 new positions and closed 551 in Q2 2021.
  • Jim Simons's portfolio value fell 0.34% quarter-over-quarter to $80.1B.

Based on Renaissance Technologies's 13F filing for Q2 2021, filed 13 Aug 2021.