We are live on ! Find out more
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
NET icon
3676
Cloudflare
NET
$109B
– –
-299,500
Closed -$21M
NEXT icon
3677
NextDecade
NEXT
$1.8B
– –
-37,718
Closed -$101K
NFE icon
3678
New Fortress Energy
NFE
$94.1M
– –
-129,900
Closed -$5.96M
NOW icon
3679
ServiceNow
NOW
$132B
– –
-551,500
Closed -$55.2M
NPO icon
3680
Enpro
NPO
$7.12B
– –
-7,598
Closed -$648K
NSIT icon
3681
Insight Enterprises
NSIT
$4.43B
– –
-59,373
Closed -$5.67M
NUGT icon
3682
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$1.21B
– –
-44,800
Closed -$2.44M
NVAX icon
3683
Novavax
NVAX
$1.31B
– –
-672,683
Closed -$122M
NWG icon
3684
NatWest
NWG
$75.8B
– –
-346,934
Closed -$2.01M
O icon
3685
Realty Income
O
$58.6B
– –
-303,686
Closed -$18.7M
OHI icon
3686
Omega Healthcare
OHI
$13.8B
– –
-463,578
Closed -$17M
OIS icon
3687
Oil States International
OIS
$532M
– –
-114,100
Closed -$688K
ONEW icon
3688
OneWater Marine
ONEW
$213M
– –
-26,026
Closed -$1.04M
OPRT icon
3689
Oportun Financial
OPRT
$350M
– –
-24,900
Closed -$516K
ORC
3690
Orchid Island Capital
ORC
$1.31B
– –
-208,980
Closed -$6.28M
OTLK icon
3691
Outlook Therapeutics
OTLK
$211M
– –
-41,628
Closed -$1.87M
OUT icon
3692
Outfront Media
OUT
$5.27B
– –
-932,361
Closed -$20M
PACK icon
3693
Ranpak Holdings
PACK
$461M
– –
-126,815
Closed -$2.54M
PAGS icon
3694
PagSeguro Digital
PAGS
$2.48B
– –
-394,100
Closed -$18.2M
PBI icon
3695
Pitney Bowes
PBI
$2.27B
– –
-495,100
Closed -$4.08M
PCEF icon
3696
Invesco CEF Income Composite ETF
PCEF
$817M
– –
-85,400
Closed -$1.99M
PDM
3697
Piedmont Realty Trust
PDM
$1.17B
– –
-134,000
Closed -$2.33M
PEJ icon
3698
Invesco Leisure and Entertainment ETF
PEJ
$307M
– –
-17,300
Closed -$795K
PGEN icon
3699
Precigen
PGEN
$2.46B
– –
-51,787
Closed -$357K
PHAT icon
3700
Phathom Pharmaceuticals
PHAT
$688M
– –
-11,300
Closed -$424K
146 147
148
149 150

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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.