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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
FPX icon
3351
First Trust US Equity Opportunities ETF
FPX
$1.55B
$294K ﹤0.01%
+2,400
New +$304K
FRME icon
3352
First Merchants
FRME
$2.72B
$294K ﹤0.01%
7,013
-18,500
-73% -$775K
ALP
3353
Alpha Compute
ALP
$3.99M
$293K ﹤0.01%
+1,365
New +$479K
ADN
3354
DELISTED
Advent Technologies
ADN
$291K ﹤0.01%
+1,383
New +$345K
HOFT icon
3355
Hooker Furnishings Corp
HOFT
$158M
$291K ﹤0.01%
12,500
-1,000
-7% -$25.1K
SUMR
3356
DELISTED
Summer Infant, Inc.
SUMR
$291K ﹤0.01%
28,023
-2,200
-7% -$21.6K
TOPS icon
3357
TOP Ships
TOPS
$4.83M
$290K ﹤0.01%
1,449
+1,074
+286% +$314K
GTX icon
3358
Garrett Motion
GTX
$5.35B
$289K ﹤0.01%
36,000
-100
-0.3% -$737
RBB icon
3359
RBB Bancorp
RBB
$466M
$288K ﹤0.01%
+11,010
New +$281K
MRIN
3360
DELISTED
Marin Software
MRIN
$286K ﹤0.01%
+12,836
New +$456K
NINE
3361
DELISTED
Nine Energy Service
NINE
$286K ﹤0.01%
285,900
-4,300
-1% -$6.99K
KA
3362
DELISTED
Kineta, Inc. Common Stock
KA
$286K ﹤0.01%
13,789
+8,658
+169% +$375K
WLMS
3363
DELISTED
Williams Industrial Services Group Inc.
WLMS
$285K ﹤0.01%
+95,300
New +$371K
MNA icon
3364
IQ ARB Merger Arbitrage ETF
MNA
$254M
$284K ﹤0.01%
+8,800
New +$286K
SNOA icon
3365
Sonoma Pharmaceuticals
SNOA
$6.56M
$284K ﹤0.01%
3,113
-1,420
-31% -$152K
TDIV icon
3366
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.47B
$283K ﹤0.01%
4,500
-600
-12% -$35.8K
BGRY
3367
DELISTED
Berkshire Grey, Inc. Class A Common Stock
BGRY
$283K ﹤0.01%
+51,500
New +$296K
NBRV
3368
DELISTED
Nabriva Therapeutics plc Ordinary Shares Ireland
NBRV
$282K ﹤0.01%
18,852
+10,137
+116% +$240K
MCFT icon
3369
MasterCraft Boat Holdings
MCFT
$600M
$280K ﹤0.01%
+9,900
New +$270K
SR icon
3370
Spire
SR
$4.89B
$280K ﹤0.01%
4,300
-51,000
-92% -$3.23M
MLPX icon
3371
Global X MLP & Energy Infrastructure ETF
MLPX
$3.56B
$279K ﹤0.01%
+7,900
New +$291K
AMOV
3372
DELISTED
America Movil SAB de CV
AMOV
$279K ﹤0.01%
13,253
-3,800
-22% -$69.6K
SPMB icon
3373
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7.07B
$278K ﹤0.01%
10,939
-23,750
-68% -$605K
ARL icon
3374
American Realty Investors
ARL
$243M
$277K ﹤0.01%
21,899
-900
-4% -$10.7K
LTH icon
3375
Life Time Group Holdings
LTH
$9.9B
$277K ﹤0.01%
+16,100
New +$301K
133 134
135
136 137

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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.