We are live on ! Find out more
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
BLRX
3376
BioLineRX
BLRX
$11.8M
$47K ﹤0.01%
425
-1,520
-78% -$180K
PHCF
3377
DELISTED
Puhui Wealth Investment Management Co., Ltd.
PHCF
$47K ﹤0.01%
3,600
-3,467
-49% -$68.6K
PLM
3378
DELISTED
PolyMet Mining Corp.
PLM
$47K ﹤0.01%
+15,477
New +$51.6K
DOGZ icon
3379
Dogness International Corp
DOGZ
$17.7M
$46K ﹤0.01%
815
-1,200
-60% -$53.2K
MATH icon
3380
Metalpha Technology Holding
MATH
$38.5M
$46K ﹤0.01%
30,400
-2,800
-8% -$3.93K
RENO
3381
DELISTED
Renovare Environmental, Inc. Common Stock
RENO
$45K ﹤0.01%
32,286
-283,614
-90% -$401K
CHR icon
3382
Cheer Holding
CHR
$3.49M
$44K ﹤0.01%
+18
New +$57.4K
PTIX
3383
DELISTED
Performance Technologies
PTIX
$43K ﹤0.01%
+414
New +$49.7K
IMV
3384
DELISTED
IMV Inc. Common Shares
IMV
$43K ﹤0.01%
2,580
-610
-19% -$10.5K
CMPI
3385
DELISTED
Checkmate Pharmaceuticals, Inc. Common Stock
CMPI
$42K ﹤0.01%
10,667
-12,833
-55% -$66K
WTER
3386
DELISTED
The Alkaline Water Company Inc. Common Stock
WTER
$41K ﹤0.01%
+1,703
New +$44.8K
SDEV
3387
Stablecoin Development Corp
SDEV
$50.6M
$40K ﹤0.01%
+10
New +$38.6K
GALT icon
3388
Galectin Therapeutics
GALT
$356M
$39K ﹤0.01%
10,096
-360,103
-97% -$1.22M
APM
3389
DELISTED
Aptorum Group
APM
$38K ﹤0.01%
1,490
-3,080
-67% -$81.8K
OLOX
3390
Olenox Industries
OLOX
$4.14M
$38K ﹤0.01%
+2
New +$48K
ADXS
3391
DELISTED
Advaxis Inc
ADXS
$38K ﹤0.01%
73,500
-101,902
-58% -$47.3K
DUO
3392
Fangdd Network Group
DUO
$25M
$37K ﹤0.01%
9
+6
+200% +$38.1K
SDOT icon
3393
Sadot Group
SDOT
$11.5M
$36K ﹤0.01%
16
-26
-62% -$60.9K
AGRX
3394
DELISTED
Agile Therapeutics
AGRX
$35K ﹤0.01%
18
-400
-96% -$905K
MDNA
3395
DELISTED
Medicenna Therapeutics Corp. Common Shares
MDNA
$33K ﹤0.01%
11,900
-20,546
-63% -$50.9K
AMS icon
3396
American Shared Hospital Services
AMS
$10.6M
$32K ﹤0.01%
+11,500
New +$31.8K
XMAX
3397
XMAX Inc
XMAX
$565M
$32K ﹤0.01%
2,784
-28,100
-91% -$369K
AUMN
3398
DELISTED
Golden Minerals Company
AUMN
$29K ﹤0.01%
2,714
+1,258
+86% +$15.9K
QH
3399
Quhuo Limited Class A Ordinary Shares
QH
$11.7M
$28K ﹤0.01%
12
-39
-76% -$100K
TAOP icon
3400
Taoping
TAOP
$8.83M
$28K ﹤0.01%
36
-61
-63% -$61.4K
134 135
136
137 138

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.