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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
CUZ icon
3201
Cousins Properties
CUZ
$4.85B
$203K ﹤0.01%
5,431
-123,600
-96% -$4.76M
IMDX
3202
Insight Molecular Diagnostics
IMDX
$147M
$203K ﹤0.01%
2,845
-935
-25% -$86K
VTSI icon
3203
VirTra
VTSI
$37.3M
$203K ﹤0.01%
+20,000
New +$161K
PRHI
3204
Presurance Holdings
PRHI
$15.4M
$199K ﹤0.01%
9,871
+5,114
+108% +$107K
PRPO icon
3205
Precipio
PRPO
$40.3M
$199K ﹤0.01%
3,520
-7,180
-67% -$450K
CHRA
3206
DELISTED
Charah Solutions, Inc Common Stock
CHRA
$199K ﹤0.01%
4,320
+100
+2% +$4.73K
KUKE
3207
DELISTED
Kuke Music
KUKE
$198K ﹤0.01%
3,280
-2,040
-38% -$121K
YJ
3208
Yunji
YJ
$9.56M
$198K ﹤0.01%
6,925
+6,312
+1,030% +$260K
AEMD icon
3209
Aethlon Medical
AEMD
$1.6M
$196K ﹤0.01%
+13
New +$218K
CXW icon
3210
CoreCivic
CXW
$3.32B
$196K ﹤0.01%
21,985
-357,218
-94% -$3.48M
SLVP icon
3211
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$952M
$196K ﹤0.01%
+15,935
New +$221K
DUOT icon
3212
Duos Technologies
DUOT
$294M
$194K ﹤0.01%
31,280
-8,620
-22% -$62.4K
FXN icon
3213
First Trust Energy AlphaDEX Fund
FXN
$387M
$194K ﹤0.01%
+16,900
New +$179K
STSA
3214
DELISTED
Satsuma Pharmaceuticals, Inc. Common Stock
STSA
$194K ﹤0.01%
41,664
-15,815
-28% -$83.8K
SDPI
3215
DELISTED
Superior Drilling Products Inc.
SDPI
$193K ﹤0.01%
110,230
-21,600
-16% -$17.3K
ACHV icon
3216
Achieve Life Sciences
ACHV
$687M
$192K ﹤0.01%
22,600
-54,360
-71% -$426K
GRTX
3217
DELISTED
Galera Therapeutics, Inc. Common Stock
GRTX
$192K ﹤0.01%
23,670
-500
-2% -$4.29K
PPTA
3218
Perpetua Resources
PPTA
$3.16B
$190K ﹤0.01%
+38,199
New +$213K
XIN
3219
DELISTED
Xinyuan Real Estate
XIN
$189K ﹤0.01%
10,810
-2,350
-18% -$49K
AMAL icon
3220
Amalgamated Financial
AMAL
$1.52B
$187K ﹤0.01%
11,800
-24,000
-67% -$367K
PPSI
3221
Pioneer Power Solutions
PPSI
$34.1M
$187K ﹤0.01%
56,187
+1,292
+2% +$5.04K
HGBL icon
3222
Heritage Global
HGBL
$37.2M
$183K ﹤0.01%
93,617
+44,888
+92% +$92K
LJPC
3223
DELISTED
La Jolla Pharmaceutical Company
LJPC
$183K ﹤0.01%
+45,836
New +$182K
TENX icon
3224
Tenax Therapeutics
TENX
$68.5M
$182K ﹤0.01%
64
-56
-47% -$147K
SVBI
3225
DELISTED
Severn Bancorp Inc/MD
SVBI
$182K ﹤0.01%
14,500
-900
-6% -$11K
127 128
129
130 131

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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.