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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
TOMZ icon
3326
TOMI Environmental Solutions
TOMZ
$14.4M
$94K ﹤0.01%
22,896
+12,936
+130% +$83.7K
PSTX
3327
DELISTED
Poseida Therapeutics, Inc. Common Stock
PSTX
$94K ﹤0.01%
+12,900
New +$111K
ITP icon
3328
IT Tech Packaging
ITP
$2.88M
$93K ﹤0.01%
+24,180
New +$101K
IH
3329
iHuman
IH
$67.5M
$92K ﹤0.01%
+19,516
New +$145K
TRVI icon
3330
Trevi Therapeutics
TRVI
$2.59B
$92K ﹤0.01%
65,500
-27,100
-29% -$48K
UK icon
3331
Ucommune International Ltd Class A Ordinary Shares
UK
$1.54M
$92K ﹤0.01%
+44
New +$138K
MITO
3332
DELISTED
Stealth BioTherapeutics Corp. ADS
MITO
$91K ﹤0.01%
67,077
-14,800
-18% -$20.1K
GLBS icon
3333
Globus Maritime Ltd
GLBS
$80.3M
$89K ﹤0.01%
+30,616
New +$93.2K
MTC icon
3334
MMTec
MTC
$299M
$88K ﹤0.01%
928
-1,803
-66% -$219K
UUU icon
3335
Universal Safety Products Inc
UUU
$10.3M
$88K ﹤0.01%
15,812
+5,100
+48% +$31.6K
GRCE
3336
Grace Therapeutics
GRCE
$43.5M
$87K ﹤0.01%
7,235
-29,103
-80% -$573K
CTEV
3337
Claritev Corp
CTEV
$716M
$87K ﹤0.01%
+388
New +$105K
KRMD icon
3338
KORU Medical Systems
KRMD
$154M
$86K ﹤0.01%
+30,200
New +$99.9K
EMX
3339
DELISTED
EMX Royalty
EMX
$85K ﹤0.01%
33,166
-16,658
-33% -$47.5K
WNW icon
3340
Meiwu Technology Co
WNW
$68.7M
– –
0
– –
TANH icon
3341
Tantech Holdings
TANH
$5.27M
$82K ﹤0.01%
13
-48
-79% -$404K
TPHS
3342
DELISTED
Trinity Place Holdings Inc.com
TPHS
$82K ﹤0.01%
41,775
-14,148
-25% -$30.7K
OCGN icon
3343
Ocugen
OCGN
$458M
$81K ﹤0.01%
11,256
-2,429,500
-100% -$17.8M
INDO icon
3344
Indonesia Energy Corp
INDO
$44.8M
$80K ﹤0.01%
17,800
-20,000
-53% -$102K
XELB icon
3345
Xcel Brands
XELB
$6.42M
$80K ﹤0.01%
5,380
+10
+0.2% +$203
UNAM
3346
DELISTED
Unico American Corp
UNAM
$80K ﹤0.01%
23,737
– –
BHAT
3347
DELISTED
Blue Hat Interactive Entertainment Technology
BHAT
$79K ﹤0.01%
3
-2
-40% -$70.1K
ORC
3348
Orchid Island Capital
ORC
$1.32B
$79K ﹤0.01%
+3,240
New +$81.6K
SRTS icon
3349
Sensus Healthcare
SRTS
$52M
$79K ﹤0.01%
22,034
+200
+0.9% +$731
YI
3350
111 Inc
YI
$33.4M
$79K ﹤0.01%
1,285
-3,750
-74% -$250K
132 133
134
135 136

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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.