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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
+10.31%
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
$80.1B
AUM Growth
-$274M
Cap. Flow
-$5.63B
Cap. Flow %
-7.02%
Top 10 Hldgs %
12.21%
Holding
3,960
New
701
Increased
982
Reduced
1,699
Closed
551

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$814M
2
NVDA icon
NVIDIA
NVDA
+$448M
3
MSFT icon
Microsoft
MSFT
+$394M
4
AAPL icon
Apple
AAPL
+$368M
5
JNJ icon
Johnson & Johnson
JNJ
+$288M

Top Sells

Rank Stock Value
1
BIDU icon
Baidu
BIDU
+$616M
2
TSLA icon
Tesla
TSLA
+$406M
3
PANW icon
Palo Alto Networks
PANW
+$400M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$394M
5
T icon
AT&T
T
+$389M

Sector Composition

Rank Sector Weight
1 Healthcare 19.96%
2 Technology 19.63%
3 Consumer Staples 10.59%
4 Consumer Discretionary 10.5%
5 Communication Services 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EAF icon
3526
GrafTech
EAF
$200M
– –
-163,280
Closed -$20M
EBND icon
3527
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.27B
– –
-27,193
Closed -$708K
EDV icon
3528
Vanguard World Funds Extended Duration ETF
EDV
$3.46B
– –
-23,100
Closed -$2.9M
EEFT icon
3529
Euronet Worldwide
EEFT
$2.63B
– –
-50,945
Closed -$7.05M
EFSC icon
3530
Enterprise Financial Services Corp
EFSC
$2.41B
– –
-98,800
Closed -$4.88M
EIX icon
3531
Edison International
EIX
$26.5B
– –
-138,600
Closed -$8.12M
CHRN
3532
ChronoScale Holdings
CHRN
$2.99B
– –
-1,392
Closed -$129K
ENB icon
3533
Enbridge
ENB
$113B
– –
-239,257
Closed -$8.71M
ENTX icon
3534
Entera Bio
ENTX
$142M
– –
-120,407
Closed -$459K
EPC icon
3535
Edgewell Personal Care
EPC
$1.31B
– –
-53,600
Closed -$2.12M
ERII icon
3536
Energy Recovery
ERII
$402M
– –
-15,400
Closed -$282K
ERNA icon
3537
Eterna Therapeutics
ERNA
$5.26M
– –
-3
Closed -$74K
ESGU icon
3538
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
– –
-23,700
Closed -$2.15M
ESTC icon
3539
Elastic
ESTC
$7.96B
– –
-232,400
Closed -$25.8M
EVI icon
3540
EVI Industries
EVI
$195M
– –
-12,643
Closed -$364K
EWC icon
3541
iShares MSCI Canada ETF
EWC
$6.5B
– –
-12,500
Closed -$426K
EWD icon
3542
iShares MSCI Sweden ETF
EWD
$582M
– –
-37,000
Closed -$1.65M
EWL icon
3543
iShares MSCI Switzerland ETF
EWL
$2.22B
– –
-35,500
Closed -$1.57M
EWN icon
3544
iShares MSCI Netherlands ETF
EWN
$726M
– –
-13,200
Closed -$609K
EWU icon
3545
iShares MSCI United Kingdom ETF
EWU
$4.14B
– –
-48,800
Closed -$1.53M
EWY icon
3546
iShares MSCI South Korea ETF
EWY
$27.1B
– –
-39,400
Closed -$3.53M
EWZ icon
3547
iShares MSCI Brazil ETF
EWZ
$8.6B
– –
-424,400
Closed -$14.2M
EXAS
3548
DELISTED
Exact Sciences
EXAS
– –
-82,904
Closed -$10.9M
EXP icon
3549
Eagle Materials
EXP
$6.45B
– –
-86,000
Closed -$11.6M
EYPT icon
3550
EyePoint Inc
EYPT
$1.16B
– –
-75,050
Closed -$763K
140 141
142
143 144

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Jim Simons's Q2 2021 Portfolio in Review

As of Q2 2021, Jim Simons held 3,960 positions worth $80.1B, down 0.34% from $80.4B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons withdrew a net $5.63B in Q2 2021, closing 551 positions and reducing 1,699 holdings. Its most notable exit was AT&T, an estimated $389M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 20% of assets, up from 19% a quarter earlier, followed by Technology and Consumer Staples.

Against the trend, Jim Simons opened a new position in Caterpillar worth $227M.

  • Jim Simons's largest Q2 2021 buy was Caterpillar: 1,042,778 shares worth $227M.
  • Jim Simons added most to Amazon in Q2 2021, an estimated $814M increase.
  • Jim Simons's biggest Q2 2021 reduction was Baidu, cutting an estimated $616M.
  • Jim Simons fully exited AT&T in Q2 2021, selling an estimated $389M.
  • Jim Simons's ten largest holdings make up 12% of its $80.1B portfolio in Q2 2021.
  • Jim Simons opened 701 new positions and closed 551 in Q2 2021.
  • Jim Simons's portfolio value fell 0.34% quarter-over-quarter to $80.1B.

Based on Renaissance Technologies's 13F filing for Q2 2021, filed 13 Aug 2021.