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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
FBND icon
3551
Fidelity Total Bond ETF
FBND
$27.3B
– –
-21,700
Closed -$1.14M
FBT icon
3552
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.81B
– –
-3,100
Closed -$498K
FBRX icon
3553
Forte Biosciences
FBRX
$1.58B
– –
-1,577
Closed -$1.35M
FCX icon
3554
Freeport-McMoran
FCX
$96.5B
– –
-183,471
Closed -$6.04M
FDS icon
3555
Factset
FDS
$9.9B
– –
-16,450
Closed -$5.08M
KYNB
3556
Kyntra Bio
KYNB
$28.9M
– –
-1,260
Closed -$1.09M
FHI icon
3557
Federated Hermes
FHI
$4.68B
– –
-86,100
Closed -$2.69M
FIS icon
3558
Fidelity National Information Services
FIS
$21.5B
– –
-496,145
Closed -$69.8M
FL
3559
DELISTED
Foot Locker
FL
– –
-53,200
Closed -$2.99M
FMBH icon
3560
First Mid Bancshares
FMBH
$1.39B
– –
-9,800
Closed -$431K
FMS icon
3561
Fresenius Medical Care
FMS
$12.6B
– –
-41,900
Closed -$1.54M
FR icon
3562
First Industrial Realty Trust
FR
$8.37B
– –
-265,500
Closed -$12.2M
FRME icon
3563
First Merchants
FRME
$2.71B
– –
-75,196
Closed -$3.5M
FRT icon
3564
Federal Realty Investment Trust
FRT
$10.2B
– –
-93,755
Closed -$9.51M
FTA icon
3565
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.42B
– –
-5,500
Closed -$350K
FTK icon
3566
Flotek Industries
FTK
$1.35B
– –
-4,048
Closed -$41K
FUL icon
3567
H.B. Fuller
FUL
$3.29B
– –
-5,200
Closed -$327K
FV icon
3568
First Trust Dorsey Wright Focus 5 ETF
FV
$3.8B
– –
-16,100
Closed -$719K
FXY icon
3569
Invesco CurrencyShares Japanese Yen Trust
FXY
$426M
– –
-6,000
Closed -$511K
G icon
3570
Genpact
G
$5.7B
– –
-301,700
Closed -$12.9M
GCO icon
3571
Genesco
GCO
$397M
– –
-22,736
Closed -$1.08M
GFF icon
3572
Griffon
GFF
$4.73B
– –
-123,985
Closed -$3.37M
GH icon
3573
Guardant Health
GH
$22B
– –
-87,500
Closed -$13.4M
GLMD icon
3574
Galmed Pharmaceuticals
GLMD
$4.59M
– –
-337
Closed -$208K
GNLN icon
3575
Greenlane Holdings
GNLN
$1.21M
– –
0
– -$394K
141 142
143
144 145

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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.