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
+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 19.47%
2 Technology 17.63%
3 Consumer Staples 10.26%
4 Consumer Discretionary 9.89%
5 Financials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MIMO
3476
DELISTED
Airspan Networks Holdings Inc
MIMO
$218K ﹤0.01%
+57,600
New +$341K
CNSY
3477
Cerenome, Inc. Common Stock
CNSY
$25.5M
$217K ﹤0.01%
+551
New +$317K
VOX icon
3478
Vanguard Communication Services ETF
VOX
$5.88B
$217K ﹤0.01%
1,600
-1,200
-43% -$167K
HSTO
3479
DELISTED
Histogen Inc. Common Stock
HSTO
$217K ﹤0.01%
+32,634
New +$373K
BLV icon
3480
Vanguard Long-Term Bond ETF
BLV
$5.73B
$216K ﹤0.01%
+2,100
New +$217K
SMID icon
3481
Smith-Midland
SMID
$147M
$216K ﹤0.01%
+4,600
New +$129K
RLAY icon
3482
Relay Therapeutics
RLAY
$4.37B
$215K ﹤0.01%
7,000
-145,588
-95% -$4.6M
BDRX
3483
Biodexa Pharmaceuticals
BDRX
$1.54M
– –
0
– –
TDAY
3484
USA Today Co
TDAY
$1.01B
$213K ﹤0.01%
39,900
-69,000
-63% -$385K
DICE
3485
DELISTED
DICE Therapeutics, Inc. Common Stock
DICE
$213K ﹤0.01%
+8,400
New +$246K
TUSK icon
3486
Mammoth Energy Services
TUSK
$158M
$212K ﹤0.01%
116,472
-23,500
-17% -$61.3K
HSKA
3487
DELISTED
Heska Corp
HSKA
$212K ﹤0.01%
+1,161
New +$231K
KRON
3488
DELISTED
Kronos Bio
KRON
$211K ﹤0.01%
+15,500
New +$242K
DNTH icon
3489
Dianthus Therapeutics
DNTH
$6.13B
$209K ﹤0.01%
2,955
+1,436
+95% +$144K
NCSM icon
3490
NCS Multistage Holdings
NCSM
$134M
$209K ﹤0.01%
7,216
-200
-3% -$6.35K
PLL
3491
DELISTED
Piedmont Lithium
PLL
$209K ﹤0.01%
+3,915
New +$229K
YVR
3492
DELISTED
Liquid Media Group Ltd. Common Shares
YVR
$209K ﹤0.01%
49,650
+46,700
+1,583% +$264K
GBR icon
3493
New Concept Energy
GBR
$3.69M
$208K ﹤0.01%
+87,200
New +$296K
PSHG icon
3494
Performance Shipping
PSHG
$21.8M
$208K ﹤0.01%
3,729
-90
-2% -$6.7K
TLH icon
3495
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
$208K ﹤0.01%
+1,400
New +$207K
WHLR
3496
Wheeler Real Estate Investment Trust
WHLR
$383K
– –
0
– –
AVDV icon
3497
Avantis International Small Cap Value ETF
AVDV
$19.9B
$207K ﹤0.01%
3,200
-10,811
-77% -$701K
EUFN icon
3498
iShares MSCI Europe Financials ETF
EUFN
$4.3B
$207K ﹤0.01%
+10,300
New +$209K
ITP icon
3499
IT Tech Packaging
ITP
$2.91M
$207K ﹤0.01%
89,826
+65,646
+271% +$221K
VTV icon
3500
Vanguard Morningstar Value ETF
VTV
$194B
$206K ﹤0.01%
+1,400
New +$200K
138 139
140
141 142

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 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 19% of assets, down from 20% 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.