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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
NTRA icon
3726
Natera
NTRA
$44.7B
– –
-27,200
Closed -$3.09M
NVEE
3727
DELISTED
NV5 Global
NVEE
– –
-67,200
Closed -$1.59M
NXST icon
3728
Nexstar Media Group
NXST
$5.81B
– –
-34,705
Closed -$5.13M
ODP
3729
DELISTED
ODP
ODP
– –
-89,392
Closed -$4.29M
OGI
3730
Organigram Holdings
OGI
$179M
– –
-37,030
Closed -$424K
OGS icon
3731
ONE Gas
OGS
$5.1B
– –
-68,500
Closed -$5.08M
OMER icon
3732
Omeros
OMER
$1.27B
– –
-197,035
Closed -$2.92M
OMEX icon
3733
Odyssey Marine Exploration
OMEX
$53.3M
– –
-14,200
Closed -$90K
OMF icon
3734
OneMain Financial
OMF
$7.52B
– –
-373,900
Closed -$22.4M
ONDS icon
3735
Ondas Inc
ONDS
$5.11B
– –
-86,700
Closed -$688K
OPRA
3736
Opera Ltd
OPRA
$1.81B
– –
-59,800
Closed -$613K
OPTT icon
3737
Ocean Power Technologies
OPTT
$54.6M
– –
-391,418
Closed -$979K
ORA icon
3738
Ormat Technologies
ORA
$7.01B
– –
-43,257
Closed -$3.01M
OXM icon
3739
Oxford Industries
OXM
$545M
– –
-7,521
Closed -$743K
PALI icon
3740
Palisade Bio
PALI
$368M
– –
-194
Closed -$591K
PAR icon
3741
PAR Technology
PAR
$773M
– –
-43,600
Closed -$3.05M
PBA icon
3742
Pembina Pipeline
PBA
$28.5B
– –
-427,948
Closed -$13.6M
PBF icon
3743
PBF Energy
PBF
$8.82B
– –
-353,300
Closed -$5.41M
PBR icon
3744
Petrobras
PBR
$116B
– –
-6,294,100
Closed -$77M
PCY icon
3745
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
– –
-84,000
Closed -$2.32M
PFF icon
3746
iShares Preferred and Income Securities ETF
PFF
$13.3B
– –
-390,091
Closed -$15.3M
PFGC icon
3747
Performance Food Group
PFGC
$16.3B
– –
-429,700
Closed -$20.8M
PGF icon
3748
Invesco Financial Preferred ETF
PGF
$669M
– –
-61,144
Closed -$1.18M
PGX icon
3749
Invesco Preferred ETF
PGX
$3.77B
– –
-739,861
Closed -$11.3M
PHM icon
3750
Pultegroup
PHM
$24.9B
– –
-435,167
Closed -$23.7M
148 149
150
151 152

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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.