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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
+1.23%
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
$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
MIDD icon
3701
Middleby
MIDD
$5.28B
– –
-274,870
Closed -$47.6M
MINT icon
3702
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
– –
-238,700
Closed -$24.3M
MKL icon
3703
Markel Group
MKL
$22.7B
– –
-4,301
Closed -$5.1M
MNTK icon
3704
Montauk Renewables
MNTK
$269M
– –
-22,700
Closed -$174K
MPAA icon
3705
Motorcar Parts of America
MPAA
$234M
– –
-32,500
Closed -$729K
MRIN
3706
DELISTED
Marin Software
MRIN
– –
-64,507
Closed -$4.15M
MRTN icon
3707
Marten Transport
MRTN
$1.24B
– –
-145,250
Closed -$2.4M
MSGM icon
3708
Motorsport Games
MSGM
$18.1M
– –
-1,287
Closed -$180K
MTNB icon
3709
Matinas BioPharma
MTNB
$1.5M
– –
-12,183
Closed -$472K
MTUM icon
3710
iShares MSCI USA Momentum Factor ETF
MTUM
$26.1B
– –
-15,400
Closed -$2.67M
MUB icon
3711
iShares National Muni Bond ETF
MUB
$46B
– –
-18,799
Closed -$2.2M
LUXE
3712
LuxExperience B.V.
LUXE
$1.04B
– –
-59,320
Closed -$1.8M
FEED
3713
ENvue Medical Inc
FEED
$3.64M
– –
-39
Closed -$73K
NAVI icon
3714
Navient
NAVI
$867M
– –
-86,800
Closed -$1.68M
NCLH icon
3715
Norwegian Cruise Line
NCLH
$8.94B
– –
-312,500
Closed -$9.19M
NIC icon
3716
Nicolet Bankshares
NIC
$3.74B
– –
-32,300
Closed -$2.27M
NCEL
3717
NewcelX Ltd
NCEL
$18.3M
– –
-105
Closed -$132K
NLY icon
3718
Annaly Capital Management
NLY
$17.6B
– –
-818,332
Closed -$29.1M
NNDM
3719
Nano Dimension
NNDM
$348M
– –
-2,992,032
Closed -$24.7M
NOAH
3720
Noah Holdings
NOAH
$589M
– –
-40,300
Closed -$1.9M
NOG icon
3721
Northern Oil and Gas
NOG
$2.59B
– –
-140,244
Closed -$2.91M
NOVT icon
3722
Novanta
NOVT
$6.37B
– –
-17,500
Closed -$2.36M
NSPR icon
3723
InspireMD
NSPR
$38.9M
– –
-81,263
Closed -$410K
NTB icon
3724
Bank of N.T. Butterfield & Son
NTB
$2.5B
– –
-60,800
Closed -$2.15M
NTCT icon
3725
NETSCOUT
NTCT
$2.89B
– –
-138,000
Closed -$3.94M
147 148
149
150 151

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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.