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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
IBM icon
3626
IBM
IBM
$223B
– –
-450,578
Closed -$63.1M
IBN icon
3627
ICICI Bank
IBN
$106B
– –
-724,450
Closed -$12.4M
ICLN icon
3628
iShares Global Clean Energy ETF
ICLN
$2.11B
– –
-63,000
Closed -$1.48M
IDN icon
3629
Intellicheck
IDN
$75.9M
– –
-37,600
Closed -$315K
IEF icon
3630
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
– –
-188,785
Closed -$21.8M
IEFA icon
3631
iShares Core MSCI EAFE ETF
IEFA
$196B
– –
-215,700
Closed -$16.1M
IEI icon
3632
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
– –
-59,800
Closed -$7.81M
IJH icon
3633
iShares Core S&P Mid-Cap ETF
IJH
$128B
– –
-74,500
Closed -$4M
IJR icon
3634
iShares Core S&P Small-Cap ETF
IJR
$113B
– –
-62,400
Closed -$7.05M
ILF icon
3635
iShares Latin America 40 ETF
ILF
$3.69B
– –
-24,900
Closed -$785K
IMNN icon
3636
Imunon
IMNN
$6.64M
– –
-1,736
Closed -$431K
IMNM icon
3637
Immunome
IMNM
$3B
– –
-20,400
Closed -$353K
INSP icon
3638
Inspire Medical Systems
INSP
$1.68B
– –
-43,439
Closed -$8.39M
HYFT
3639
MindWalk Holdings
HYFT
$65.3M
– –
-17,400
Closed -$105K
IPDN icon
3640
Professional Diversity Network
IPDN
$3.06M
– –
-505
Closed -$16K
IR icon
3641
Ingersoll Rand
IR
$32.7B
– –
-345,996
Closed -$16.9M
ISTB icon
3642
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.14B
– –
-99,700
Closed -$5.11M
ITRG
3643
Integra Resources
ITRG
$550M
– –
-24,080
Closed -$176K
ITT icon
3644
ITT
ITT
$19.4B
– –
-162,500
Closed -$14.9M
ITRI icon
3645
Itron
ITRI
$4.5B
– –
-10,261
Closed -$1.03M
ITUB icon
3646
Itaú Unibanco
ITUB
$80.9B
– –
-6,511,398
Closed -$28.5M
IVR icon
3647
Invesco Mortgage Capital
IVR
$805M
– –
-26,479
Closed -$1.03M
IWO icon
3648
iShares Russell 2000 Growth ETF
IWO
$15.1B
– –
-15,300
Closed -$4.77M
IWP icon
3649
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
– –
-12,600
Closed -$1.43M
J icon
3650
Jacobs Solutions
J
$16.8B
– –
-274,678
Closed -$30.3M
144 145
146
147 148

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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.