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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
ADV icon
3426
Advantage Solutions
ADV
$423M
– –
-6,684
Closed -$1.8M
AEO icon
3427
American Eagle Outfitters
AEO
$2.73B
– –
-260,663
Closed -$9.78M
AER icon
3428
AerCap
AER
$23.5B
– –
-256,400
Closed -$13.1M
AEYE icon
3429
AudioEye
AEYE
$72.6M
– –
-44,000
Closed -$739K
AFMD
3430
DELISTED
Affimed
AFMD
– –
-17,344
Closed -$1.47M
AGG icon
3431
iShares Core US Aggregate Bond ETF
AGG
$138B
– –
-41,800
Closed -$4.82M
AGGY icon
3432
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$926M
– –
-5,900
Closed -$308K
AGNC icon
3433
AGNC Investment
AGNC
$13B
– –
-2,676,161
Closed -$45.2M
AHCO icon
3434
AdaptHealth
AHCO
$760M
– –
-66,805
Closed -$1.83M
AIHS icon
3435
Senmiao Technology Ltd
AIHS
$24.3M
– –
-1,747
Closed -$183K
CHGA
3436
Change Agents Corporation Common Stock
CHGA
$2.94M
– –
-366
Closed -$54K
ALGN icon
3437
Align Technology
ALGN
$12.5B
– –
-63,381
Closed -$38.7M
ALGT icon
3438
Allegiant Air
ALGT
$2.36B
– –
-12,633
Closed -$2.45M
ALLK
3439
DELISTED
Allakos
ALLK
– –
-108,400
Closed -$9.25M
ALLO icon
3440
Allogene Therapeutics
ALLO
$683M
– –
-704,400
Closed -$18.4M
ALTO icon
3441
Alto Ingredients
ALTO
$326M
– –
-1,337,364
Closed -$8.17M
AMCR icon
3442
Amcor
AMCR
$21.4B
– –
-2,868
Closed -$163K
AMG icon
3443
Affiliated Managers Group
AMG
$9.7B
– –
-49,400
Closed -$7.62M
AMRN
3444
Amarin Corp
AMRN
$299M
– –
-70,650
Closed -$6.19M
AMZN icon
3445
Amazon
AMZN
$2.86T
– –
-5,213,100
Closed -$897M
ANF icon
3446
Abercrombie & Fitch
ANF
$4.84B
– –
-213,200
Closed -$9.9M
APG icon
3447
APi Group
APG
$18.8B
– –
-617,700
Closed -$8.6M
APLS
3448
DELISTED
Apellis Pharmaceuticals
APLS
– –
-20,211
Closed -$1.28M
APO icon
3449
Apollo Global Management
APO
$84.8B
– –
-460,334
Closed -$28.6M
ARCT icon
3450
Arcturus Therapeutics
ARCT
$223M
– –
-29,500
Closed -$998K
136 137
138
139 140

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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.