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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
UNAM
3351
DELISTED
Unico American Corp
UNAM
$112K ﹤0.01%
23,737
-200
-0.8% -$955
BLIN icon
3352
Bridgeline Digital
BLIN
$13.7M
$109K ﹤0.01%
25,400
+1,700
+7% +$4.49K
HYFT
3353
MindWalk Holdings
HYFT
$61.6M
$105K ﹤0.01%
+17,400
New +$147K
BRCN
3354
DELISTED
Burcon NutraScience Corporation
BRCN
$104K ﹤0.01%
+37,167
New +$119K
SEED icon
3355
Origin Agritech
SEED
$12.9M
$103K ﹤0.01%
+11,910
New +$150K
TWAV
3356
TaoWeave Inc
TWAV
$4.77M
$101K ﹤0.01%
49
+19
+63% +$46K
AUC
3357
ATIF Holdings
AUC
$67.4M
$101K ﹤0.01%
+1,244
New +$117K
HSTO
3358
DELISTED
Histogen Inc. Common Stock
HSTO
$101K ﹤0.01%
+4,636
New +$96.2K
CNEY icon
3359
CN Energy Group
CNEY
$5.11M
$100K ﹤0.01%
+21
New +$75.4K
MDNA
3360
DELISTED
Medicenna Therapeutics Corp. Common Shares
MDNA
$98K ﹤0.01%
32,446
-108,754
-77% -$402K
PRHI
3361
Presurance Holdings
PRHI
$15.4M
$97K ﹤0.01%
4,757
-943
-17% -$20.4K
HFFG icon
3362
HF Foods Group
HFFG
$99.2M
$97K ﹤0.01%
18,300
-41,100
-69% -$256K
CSCI
3363
DELISTED
COSCIENS Biopharma Inc. Common Stock
CSCI
$97K ﹤0.01%
+1,110
New +$106K
VVOS icon
3364
Vivos Therapeutics
VVOS
$3.97M
$95K ﹤0.01%
+768
New +$125K
LBPH
3365
DELISTED
Longboard Pharmaceuticals, Inc. Common Stock
LBPH
$95K ﹤0.01%
+10,400
New +$104K
AMPY icon
3366
Amplify Energy
AMPY
$182M
$93K ﹤0.01%
+22,911
New +$76.1K
ELYS
3367
DELISTED
Elys Game Technology, Corp. Common Stock
ELYS
$92K ﹤0.01%
+22,565
New +$103K
OMEX icon
3368
Odyssey Marine Exploration
OMEX
$49.8M
$90K ﹤0.01%
14,200
-25,700
-64% -$168K
UUU icon
3369
Universal Safety Products Inc
UUU
$10.8M
$90K ﹤0.01%
10,712
-25,630
-71% -$170K
STG
3370
Sunlands Technology
STG
$44.5M
$88K ﹤0.01%
7,014
-1,112
-14% -$14.2K
EVK
3371
DELISTED
Ever-Glory International Group, Inc.
EVK
$87K ﹤0.01%
30,000
-68,800
-70% -$168K
TOMZ icon
3372
TOMI Environmental Solutions
TOMZ
$12.9M
$86K ﹤0.01%
+9,960
New +$94.2K
DOGZ icon
3373
Dogness International Corp
DOGZ
$18.6M
$85K ﹤0.01%
2,015
+215
+12% +$7.5K
SRTS icon
3374
Sensus Healthcare
SRTS
$51.5M
$84K ﹤0.01%
21,834
+300
+1% +$1.13K
ADXS
3375
DELISTED
Advaxis Inc
ADXS
$81K ﹤0.01%
175,402
-2,423,515
-93% -$1.23M
133 134
135
136 137

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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.