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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
+6.42%
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
$80.4B
AUM Growth
+$2.95B
Cap. Flow
-$95.7M
Cap. Flow %
-0.12%
Top 10 Hldgs %
11.6%
Holding
4,407
New
984
Increased
1,222
Reduced
1,628
Closed
545

Top Buys

Rank Stock Value
1
RBLX icon
Roblox
RBLX
+$524M
2
JPM icon
JPMorgan Chase
JPM
+$515M
3
AMZN icon
Amazon
AMZN
+$505M
4
T icon
AT&T
T
+$450M
5
COIN icon
Coinbase
COIN
+$389M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$836M
2
AMD icon
Advanced Micro Devices
AMD
+$706M
3
ADBE icon
Adobe
ADBE
+$597M
4
QCOM icon
Qualcomm
QCOM
+$508M
5
NKE icon
Nike
NKE
+$442M

Sector Composition

Rank Sector Weight
1 Healthcare 19.55%
2 Technology 17.69%
3 Consumer Staples 10.26%
4 Consumer Discretionary 9.97%
5 Financials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
REPX icon
3201
Riley Exploration Permian
REPX
$793M
$394K ﹤0.01%
20,400
+10,233
+101% +$227K
VIGI icon
3202
Vanguard International Dividend Appreciation ETF
VIGI
$9.3B
$393K ﹤0.01%
4,600
-12,400
-73% -$1.1M
OSG
3203
Octave Specialty Group
OSG
$215M
$392K ﹤0.01%
24,400
-28,400
-54% -$446K
QQEW icon
3204
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.87B
$391K ﹤0.01%
+3,300
New +$384K
ABTC
3205
American Bitcoin Corp
ABTC
$531M
$391K ﹤0.01%
+7
New +$529K
HARP
3206
DELISTED
Harpoon Therapeutics, Inc. Common Stock
HARP
$390K ﹤0.01%
5,160
-34,919
-87% -$2.38M
BSBK icon
3207
Bogota Financial
BSBK
$114M
$387K ﹤0.01%
38,000
-2,600
-6% -$26.6K
FNDF icon
3208
Schwab Fundamental International Large Company Index ETF
FNDF
$25.9B
$387K ﹤0.01%
11,900
-16,500
-58% -$545K
ORIC icon
3209
Oric Pharmaceuticals
ORIC
$1.41B
$387K ﹤0.01%
+26,300
New +$410K
GME icon
3210
GameStop
GME
$8.35B
$386K ﹤0.01%
+10,400
New +$473K
IVR icon
3211
Invesco Mortgage Capital
IVR
$807M
$386K ﹤0.01%
+13,870
New +$430K
RIG icon
3212
Transocean
RIG
$6.48B
$386K ﹤0.01%
+139,900
New +$475K
CVSA
3213
Covista Inc
CVSA
$4.49B
$385K ﹤0.01%
13,038
-16,062
-55% -$529K
HOFV
3214
DELISTED
Hall of Fame Resort & Entertainment Co
HOFV
$385K ﹤0.01%
11,514
-275
-2% -$13K
IWX icon
3215
iShares Russell Top 200 Value ETF
IWX
$4.04B
$385K ﹤0.01%
+5,500
New +$376K
GNOG
3216
DELISTED
Golden Nugget Online Gaming, Inc. Class A Common Stock
GNOG
$385K ﹤0.01%
+38,700
New +$548K
FMB icon
3217
First Trust Managed Municipal ETF
FMB
$2.06B
$384K ﹤0.01%
+6,735
New +$383K
FIXD icon
3218
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.24B
$383K ﹤0.01%
+7,200
New +$384K
STRM
3219
DELISTED
Streamline Health Solutions
STRM
$383K ﹤0.01%
17,145
-733
-4% -$17.6K
TOTL icon
3220
State Street DoubleLine Total Return Tactical ETF
TOTL
$4B
$383K ﹤0.01%
+8,100
New +$387K
UBCP icon
3221
United Bancorp
UBCP
$91.1M
$383K ﹤0.01%
22,975
+2,475
+12% +$38.1K
DORM icon
3222
Dorman Products
DORM
$3.99B
$382K ﹤0.01%
3,380
-9,320
-73% -$1.01M
RAVE icon
3223
RAVE Restaurant Group
RAVE
$43.6M
$382K ﹤0.01%
378,237
+125,459
+50% +$155K
METC icon
3224
Ramaco Resources Class A
METC
$732M
$381K ﹤0.01%
28,941
+7,649
+36% +$99.3K
MNOV icon
3225
MediciNova
MNOV
$64.5M
$381K ﹤0.01%
142,300
+13,300
+10% +$44.5K
127 128
129
130 131

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Jim Simons's Q4 2021 Portfolio in Review

As of Q4 2021, Jim Simons held 4,407 positions worth $80.4B, up 3.8% from $77.4B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons's Q4 2021 filing shows 984 new, 1,222 increased, 1,628 reduced and 545 closed positions. Its largest new stake was Amazon: 2,953,100 shares worth $492M. The largest sale was NVIDIA, an estimated $836M.

By sector, the portfolio is most concentrated in Healthcare at 20% of assets, down from 21% a quarter earlier, followed by Technology and Consumer Staples.

  • Jim Simons's largest Q4 2021 buy was Amazon: 2,953,100 shares worth $492M.
  • Jim Simons added most to Roblox in Q4 2021, an estimated $524M increase.
  • Jim Simons's biggest Q4 2021 reduction was NVIDIA, cutting an estimated $836M.
  • Jim Simons fully exited Advanced Micro Devices in Q4 2021, selling an estimated $706M.
  • Jim Simons's ten largest holdings make up 12% of its $80.4B portfolio in Q4 2021.
  • Jim Simons opened 984 new positions and closed 545 in Q4 2021.
  • Jim Simons's portfolio value rose 3.8% quarter-over-quarter to $80.4B.

Based on Renaissance Technologies's 13F filing for Q4 2021, filed 11 Feb 2022.