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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
CABA icon
3501
Cabaletta Bio
CABA
$442M
– –
-14,900
Closed -$128K
CADE
3502
DELISTED
Cadence Bank
CADE
– –
-34,600
Closed -$980K
CAE icon
3503
CAE Inc. Common Shares
CAE
$8.47B
– –
-257,146
Closed -$7.91M
CAH icon
3504
Cardinal Health
CAH
$53.8B
– –
-405,000
Closed -$23.1M
CAL icon
3505
Caleres
CAL
$461M
– –
-84,802
Closed -$2.31M
CAN
3506
Canaan Creative
CAN
$159M
– –
-1,280,472
Closed -$10.4M
CB icon
3507
Chubb
CB
$133B
– –
-158,799
Closed -$25.2M
CCLD icon
3508
CareCloud
CCLD
$104M
– –
-44,400
Closed -$374K
CDXS icon
3509
Codexis
CDXS
$175M
– –
-18,400
Closed -$417K
CE icon
3510
Celanese
CE
$4.86B
– –
-135,500
Closed -$20.5M
CECO icon
3511
Ceco Environmental
CECO
$4.5B
– –
-93,883
Closed -$672K
CGEM icon
3512
Cullinan Oncology
CGEM
$1.26B
– –
-25,982
Closed -$669K
CHCT
3513
Community Healthcare Trust
CHCT
$433M
– –
-20,600
Closed -$978K
CHPT icon
3514
ChargePoint
CHPT
$160M
– –
-2,105
Closed -$1.46M
CLPT icon
3515
ClearPoint Neuro
CLPT
$470M
– –
-47,700
Closed -$911K
CMCO icon
3516
Columbus McKinnon
CMCO
$550M
– –
-69,485
Closed -$3.35M
CMF icon
3517
iShares California Muni Bond ETF
CMF
$4.63B
– –
-14,015
Closed -$878K
CMP icon
3518
Compass Minerals
CMP
$1.1B
– –
-93,600
Closed -$5.55M
CNEY icon
3519
CN Energy Group
CNEY
$5.07M
– –
-21
Closed -$100K
CNF
3520
CNFinance Holdings
CNF
$41M
– –
-1,020
Closed -$38K
CNP icon
3521
CenterPoint Energy
CNP
$26.7B
– –
-110,600
Closed -$2.71M
CNS icon
3522
Cohen & Steers
CNS
$4.4B
– –
-29,812
Closed -$2.45M
CNSP icon
3523
CNS Pharmaceuticals
CNSP
$7.53M
– –
0
– -$847K
CODA icon
3524
Coda Octopus Group
CODA
$115M
– –
-21,037
Closed -$182K
COHN icon
3525
Cohen & Co
COHN
$38.7M
– –
-16,200
Closed -$305K
139 140
141
142 143

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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.