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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
EDIT icon
3551
Editas Medicine
EDIT
$432M
– –
-140,000
Closed -$7.93M
EFA icon
3552
iShares MSCI EAFE ETF
EFA
$80.3B
– –
-167,600
Closed -$13.2M
EMB icon
3553
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
– –
-209,200
Closed -$23.5M
EMLC icon
3554
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.79B
– –
-8,800
Closed -$276K
EMLP icon
3555
First Trust North American Energy Infrastructure Fund
EMLP
$4.16B
– –
-34,700
Closed -$849K
ERIE icon
3556
Erie Indemnity
ERIE
$13.4B
– –
-30,971
Closed -$5.99M
ERY icon
3557
Direxion Daily Energy Bear 2X ETF
ERY
$36.4M
– –
-3,500
Closed -$489K
ESE icon
3558
ESCO Technologies
ESE
$7.79B
– –
-4,500
Closed -$422K
ESGE icon
3559
iShares ESG Aware MSCI EM ETF
ESGE
$6.86B
– –
-21,700
Closed -$980K
ESS icon
3560
Essex Property Trust
ESS
$18.5B
– –
-62,226
Closed -$18.7M
ETR icon
3561
Entergy
ETR
$49.9B
– –
-248,200
Closed -$12.4M
EWA icon
3562
iShares MSCI Australia ETF
EWA
$1.45B
– –
-20,300
Closed -$527K
EWG icon
3563
iShares MSCI Germany ETF
EWG
$1.67B
– –
-9,700
Closed -$336K
EWH icon
3564
iShares MSCI Hong Kong ETF
EWH
$1.21B
– –
-169,900
Closed -$4.54M
EWI icon
3565
iShares MSCI Italy ETF
EWI
$1.08B
– –
-10,700
Closed -$347K
EWS icon
3566
iShares MSCI Singapore ETF
EWS
$1.16B
– –
-35,900
Closed -$834K
EWW icon
3567
iShares MSCI Mexico ETF
EWW
$1.87B
– –
-72,600
Closed -$3.48M
FAMI icon
3568
Farmmi Inc
FAMI
$4.96M
– –
-656
Closed -$707K
FARO
3569
DELISTED
Faro Technologies
FARO
– –
-6,542
Closed -$509K
FAT
3570
DELISTED
FAT Brands
FAT
– –
-29,169
Closed -$237K
FATE icon
3571
Fate Therapeutics
FATE
$294M
– –
-34,719
Closed -$3.01M
FBP icon
3572
First Bancorp
FBP
$4.49B
– –
-204,313
Closed -$2.44M
FCF icon
3573
First Commonwealth Financial
FCF
$2.19B
– –
-91,700
Closed -$1.29M
FDL icon
3574
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.98B
– –
-10,700
Closed -$355K
FENC icon
3575
Fennec Pharmaceuticals
FENC
$423M
– –
-20,284
Closed -$148K
141 142
143
144 145

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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.