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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
+9.73%
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
$80.4B
AUM Growth
-$11.7B
Cap. Flow
-$16B
Cap. Flow %
-19.95%
Top 10 Hldgs %
10.17%
Holding
3,937
New
591
Increased
1,069
Reduced
1,579
Closed
676

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$427M
2
ROKU icon
Roku
ROKU
+$393M
3
PARA
Paramount Global Class B
PARA
+$345M
4
T icon
AT&T
T
+$317M
5
QCOM icon
Qualcomm
QCOM
+$293M

Top Sells

Rank Stock Value
1
BIDU icon
Baidu
BIDU
+$1.41B
2
PDD icon
Pinduoduo
PDD
+$755M
3
BMY icon
Bristol-Myers Squibb
BMY
+$716M
4
ABBV icon
AbbVie
ABBV
+$558M
5
CMG icon
Chipotle Mexican Grill
CMG
+$491M

Sector Composition

Rank Sector Weight
1 Healthcare 19.43%
2 Technology 17.51%
3 Communication Services 11.4%
4 Consumer Discretionary 10.59%
5 Consumer Staples 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FXL icon
3451
First Trust Technology AlphaDEX Fund
FXL
$2.89B
– –
-2,700
Closed -$302K
GBR icon
3452
New Concept Energy
GBR
$3.7M
– –
-71,390
Closed -$138K
GDOT icon
3453
Green Dot
GDOT
$769M
– –
-153,689
Closed -$8.58M
GERN icon
3454
Geron
GERN
$982M
– –
-982,500
Closed -$1.56M
GFL icon
3455
GFL Environmental
GFL
$15.1B
– –
-138,600
Closed -$4.03M
GIGM icon
3456
GigaMedia
GIGM
$16.7M
– –
-59,165
Closed -$189K
GLD icon
3457
SPDR Gold Trust
GLD
$142B
– –
-15,700
Closed -$2.8M
GM icon
3458
General Motors
GM
$75.8B
– –
-1,640,400
Closed -$68.3M
GRFS
3459
Grifois
GRFS
$5.41B
– –
-437,187
Closed -$8.06M
GSAT icon
3460
Globalstar
GSAT
$10.7B
– –
-107,556
Closed -$546K
GSHD icon
3461
Goosehead Insurance
GSHD
$2.39B
– –
-4,600
Closed -$574K
GTE icon
3462
Gran Tierra Energy
GTE
$335M
– –
-366,561
Closed -$1.33M
GYRE icon
3463
Gyre Therapeutics
GYRE
$692M
– –
-19,401
Closed -$918K
HE icon
3464
Hawaiian Electric Industries
HE
$2.05B
– –
-179,600
Closed -$6.36M
HEES
3465
DELISTED
H&E Equipment Services
HEES
– –
-53,389
Closed -$1.59M
HELE icon
3466
Helen of Troy
HELE
$699M
– –
-30,310
Closed -$6.74M
HGV icon
3467
Hilton Grand Vacations
HGV
$3.48B
– –
-11,700
Closed -$367K
HIG icon
3468
Hartford Financial Services
HIG
$37.8B
– –
-322,000
Closed -$15.8M
HLIO icon
3469
Helios Technologies
HLIO
$2.67B
– –
-8,185
Closed -$436K
HOG icon
3470
Harley-Davidson
HOG
$2.9B
– –
-90,900
Closed -$3.34M
HPE icon
3471
Hewlett Packard
HPE
$79.2B
– –
-5,285,900
Closed -$62.6M
HQI icon
3472
HireQuest
HQI
$241M
– –
-16,800
Closed -$172K
HRB icon
3473
H&R Block
HRB
$6.74B
– –
-67,800
Closed -$1.07M
HTH icon
3474
Hilltop Holdings
HTH
$2.28B
– –
-55,100
Closed -$1.52M
HUBB icon
3475
Hubbell
HUBB
$26.8B
– –
-208,995
Closed -$32.8M
137 138
139
140 141

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Jim Simons's Q1 2021 Portfolio in Review

As of Q1 2021, Jim Simons held 3,937 positions worth $80.4B, down 13% from $92.1B the previous quarter. Its ten largest holdings account for 10% of the portfolio.

Jim Simons withdrew a net $16B in Q1 2021, closing 676 positions and reducing 1,579 holdings. Its most notable exit was Micron Technology, an estimated $252M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 19% of assets, down from 21% a quarter earlier, followed by Technology and Communication Services.

Against the trend, Jim Simons opened a new position in Paramount Global Class B worth $255M.

  • Jim Simons's largest Q1 2021 buy was Paramount Global Class B: 5,644,997 shares worth $255M.
  • Jim Simons added most to Tesla in Q1 2021, an estimated $427M increase.
  • Jim Simons's biggest Q1 2021 reduction was Baidu, cutting an estimated $1.41B.
  • Jim Simons fully exited Micron Technology in Q1 2021, selling an estimated $252M.
  • Jim Simons's ten largest holdings make up 10% of its $80.4B portfolio in Q1 2021.
  • Jim Simons opened 591 new positions and closed 676 in Q1 2021.
  • Jim Simons's portfolio value fell 13% quarter-over-quarter to $80.4B.

Based on Renaissance Technologies's 13F filing for Q1 2021, filed 13 May 2021.