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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
GLD icon
3601
SPDR Gold Trust
GLD
$142B
– –
-91,800
Closed -$15.2M
GME icon
3602
GameStop
GME
$8.33B
– –
-2,424,564
Closed -$130M
GNL icon
3603
Global Net Lease
GNL
$1.9B
– –
-32,798
Closed -$607K
GOVT icon
3604
iShares US Treasury Bond ETF
GOVT
$43.8B
– –
-147,500
Closed -$3.92M
GPK icon
3605
Graphic Packaging
GPK
$3.51B
– –
-415,662
Closed -$7.54M
GRMN
3606
Garmin
GRMN
$60.2B
– –
-53,942
Closed -$7.8M
GT icon
3607
Goodyear
GT
$1.78B
– –
-1,219,505
Closed -$20.9M
HBAN icon
3608
Huntington Bancshares
HBAN
$35.9B
– –
-449,540
Closed -$6.42M
HIG icon
3609
Hartford Financial Services
HIG
$37.8B
– –
-371,100
Closed -$23M
HII icon
3610
Huntington Ingalls Industries
HII
$12.8B
– –
-76,300
Closed -$16.1M
HIW icon
3611
Highwoods Properties
HIW
$3.51B
– –
-124,600
Closed -$5.63M
HON icon
3612
Honeywell
HON
$74.2B
– –
-10,080
Closed -$2.08M
HOPE icon
3613
Hope Bancorp
HOPE
$1.85B
– –
-27,374
Closed -$388K
HPE icon
3614
Hewlett Packard
HPE
$79.2B
– –
-3,376,300
Closed -$49.2M
HPK icon
3615
HighPeak Energy
HPK
$947M
– –
-15,778
Closed -$161K
HPP
3616
Hudson Pacific Properties
HPP
$787M
– –
-22,500
Closed -$4.38M
HPQ icon
3617
HP
HPQ
$28.6B
– –
-1,383,400
Closed -$41.8M
HR icon
3618
Healthcare Realty
HR
$6.58B
– –
-201,272
Closed -$5.37M
HTBK
3619
DELISTED
Heritage Commerce
HTBK
– –
-27,162
Closed -$302K
HTHT icon
3620
Huazhu Hotels Group
HTHT
$12.5B
– –
-81,800
Closed -$4.32M
HWM icon
3621
Howmet Aerospace
HWM
$113B
– –
-434,900
Closed -$15M
HYD icon
3622
VanEck High Yield Muni ETF
HYD
$4.42B
– –
-29,200
Closed -$1.86M
HYG icon
3623
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
– –
-205,700
Closed -$18.1M
HYFM icon
3624
Hydrofarm Holdings
HYFM
$8.58M
– –
-9,790
Closed -$5.79M
IAU icon
3625
iShares Gold Trust
IAU
$64.5B
– –
-129,300
Closed -$4.36M
143 144
145
146 147

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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.