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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
GNR icon
3576
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.93B
– –
-13,900
Closed -$699K
GOSS icon
3577
Gossamer Bio
GOSS
$88.6M
– –
-150,000
Closed -$1.39M
GORV
3578
DELISTED
Lazydays
GORV
– –
-2,283
Closed -$1.22M
GPI icon
3579
Group 1 Automotive
GPI
$3.18B
– –
-13,200
Closed -$2.08M
GRBK icon
3580
Green Brick Partners
GRBK
$3.04B
– –
-79,503
Closed -$1.8M
GRVY
3581
GRAVITY
GRVY
$488M
– –
-17,076
Closed -$1.96M
GS icon
3582
Goldman Sachs
GS
$302B
– –
-228,400
Closed -$74.7M
GSIE icon
3583
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.14B
– –
-24,800
Closed -$819K
GUNR icon
3584
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.07B
– –
-35,500
Closed -$1.28M
GWRE icon
3585
Guidewire Software
GWRE
$14.4B
– –
-59,800
Closed -$6.08M
GWW icon
3586
W.W. Grainger
GWW
$61.8B
– –
-108,000
Closed -$43.3M
HACK icon
3587
Amplify Cybersecurity ETF
HACK
$2.99B
– –
-13,400
Closed -$736K
HALO icon
3588
Halozyme
HALO
$11.5B
– –
-673,700
Closed -$28.1M
HBI
3589
DELISTED
Hanesbrands
HBI
– –
-32,900
Closed -$647K
HD icon
3590
Home Depot
HD
$345B
– –
-127,000
Closed -$38.8M
HEDJ icon
3591
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
– –
-33,200
Closed -$1.21M
HEPA
3592
DELISTED
Hepion Pharmaceuticals
HEPA
– –
-158
Closed -$290K
HLT icon
3593
Hilton Worldwide
HLT
$72.6B
– –
-770,500
Closed -$93.2M
HMN icon
3594
Horace Mann Educators
HMN
$2.1B
– –
-27,538
Closed -$1.19M
HNI icon
3595
HNI Corp
HNI
$3.55B
– –
-95,421
Closed -$3.77M
RKTO
3596
Rocket One Inc
RKTO
$19.5M
– –
-8,840
Closed -$435K
HOUS
3597
DELISTED
Anywhere Real Estate
HOUS
– –
-517,700
Closed -$7.83M
HP icon
3598
Helmerich & Payne
HP
$4.27B
– –
-162,300
Closed -$4.38M
HRI icon
3599
Herc Holdings
HRI
$5.62B
– –
-9,000
Closed -$912K
HRTX icon
3600
Heron Therapeutics
HRTX
$66.2M
– –
-162,600
Closed -$2.64M
142 143
144
145 146

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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.