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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
ONCY
3301
Oncolytics Biotech
ONCY
$94.3M
$327K ﹤0.01%
235,478
+25,578
+12% +$47.3K
TXMD icon
3302
TherapeuticsMD
TXMD
$23.8M
$326K ﹤0.01%
18,326
-11,372
-38% -$341K
ASAP
3303
DELISTED
Waitr Holdings Inc. Common Stock
ASAP
$326K ﹤0.01%
+22,000
New +$511K
OZON
3304
DELISTED
Ozon Holdings PLC American Depositary Shares, each ADS representing one ordinary share
OZON
$326K ﹤0.01%
+11,000
New +$454K
AEHL icon
3305
Antelope Enterprise Holdings
AEHL
$7.24M
$325K ﹤0.01%
+5
New +$463K
MCS icon
3306
Marcus Corp
MCS
$926M
$325K ﹤0.01%
+18,200
New +$341K
NRGU icon
3307
MicroSectors U.S. Big Oil 3x Leveraged ETNs due Feb 17 2045
NRGU
$25M
$325K ﹤0.01%
+2,000
New +$353K
USAU icon
3308
US Gold Corp
USAU
$250M
$325K ﹤0.01%
+36,200
New +$355K
PTRS
3309
DELISTED
Partners Bancorp Common Stock
PTRS
$325K ﹤0.01%
33,200
+18,700
+129% +$175K
RLMD icon
3310
Relmada Therapeutics
RLMD
$505M
$324K ﹤0.01%
14,400
-1,100
-7% -$24.5K
TLMD
3311
DELISTED
SOC Telemed, Inc. Class A Common Stock
TLMD
$323K ﹤0.01%
252,000
+241,100
+2,212% +$483K
HMN icon
3312
Horace Mann Educators
HMN
$2.1B
$321K ﹤0.01%
8,300
+2,700
+48% +$106K
MLSS icon
3313
Milestone Scientific
MLSS
$42.9M
$321K ﹤0.01%
155,702
-470,392
-75% -$1.03M
SQFT icon
3314
Presidio Property Trust
SQFT
$2.11M
$321K ﹤0.01%
8,227
+432
+6% +$16.5K
AHPI
3315
DELISTED
Allied Healthcare Products
AHPI
$319K ﹤0.01%
54,800
+5,100
+10% +$29.2K
QTWO icon
3316
Q2 Holdings
QTWO
$4.04B
$318K ﹤0.01%
4,000
-39,800
-91% -$3.21M
FSS icon
3317
Federal Signal
FSS
$7.58B
$316K ﹤0.01%
+7,300
New +$317K
AUBN icon
3318
Auburn National Bancorp
AUBN
$91.6M
$315K ﹤0.01%
9,741
+600
+7% +$20.1K
GP
3319
GreenPower Motor Co
GP
$11.4M
$315K ﹤0.01%
+3,320
New +$430K
GHLD
3320
DELISTED
Guild Holdings
GHLD
$314K ﹤0.01%
+22,381
New +$319K
XFOR icon
3321
X4 Pharmaceuticals
XFOR
$422M
$314K ﹤0.01%
4,576
+563
+14% +$71.2K
RNDB
3322
DELISTED
Randolph Bancorp, Inc. Common Stock
RNDB
$314K ﹤0.01%
13,100
+1,008
+8% +$23.9K
AGL icon
3323
Agilon Health
AGL
$1.54B
$313K ﹤0.01%
+464
New +$282K
ENLC
3324
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
$313K ﹤0.01%
45,434
-392,381
-90% -$2.84M
EMAN
3325
DELISTED
eMagin Corporation
EMAN
$313K ﹤0.01%
+242,958
New +$486K
131 132
133
134 135

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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.