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
+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
SEER icon
3801
Seer Inc
SEER
$118M
– –
-63,500
Closed -$2.08M
SGC icon
3802
Superior Group of Companies
SGC
$206M
– –
-30,210
Closed -$722K
SHM icon
3803
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
– –
-80,300
Closed -$3.98M
SHV icon
3804
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
– –
-2,100
Closed -$232K
SHY icon
3805
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
– –
-239,900
Closed -$20.7M
SIBN icon
3806
SI-BONE Inc
SIBN
$835M
– –
-87,801
Closed -$2.76M
SINT icon
3807
SiNtx Technologies
SINT
$10.5M
– –
-2
Closed -$78K
SLAB icon
3808
Silicon Laboratories
SLAB
$7.22B
– –
-17,498
Closed -$2.68M
SLQD icon
3809
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
– –
-43,059
Closed -$2.23M
SLQT icon
3810
SelectQuote
SLQT
$122M
– –
-409,500
Closed -$7.89M
SMMT icon
3811
Summit Therapeutics
SMMT
$12.2B
– –
-125,452
Closed -$936K
SMTI icon
3812
Sanara MedTech
SMTI
$316M
– –
-7,300
Closed -$270K
SNBR
3813
DELISTED
Sleep Number
SNBR
– –
-179,600
Closed -$19.7M
SND icon
3814
Smart Sand
SND
$212M
– –
-48,407
Closed -$161K
SNGX icon
3815
Soligenix
SNGX
$5.79M
– –
-1,235
Closed -$329K
SON icon
3816
Sonoco
SON
$5.71B
– –
-137,700
Closed -$9.21M
SONM icon
3817
DNA X Inc
SONM
$5.36M
– –
-208
Closed -$209K
SONY icon
3818
Sony
SONY
$137B
– –
-2,301,500
Closed -$44.8M
SPHD icon
3819
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.38B
– –
-5,400
Closed -$238K
SPLV icon
3820
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
– –
-59,500
Closed -$3.62M
SPSB icon
3821
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
– –
-186,855
Closed -$5.85M
SPXL icon
3822
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.26B
– –
-8,400
Closed -$895K
SRRK icon
3823
Scholar Rock
SRRK
$6.58B
– –
-59,000
Closed -$1.71M
SSBI icon
3824
Summit State Bank
SSBI
$87.4M
– –
-13,420
Closed -$190K
SSP icon
3825
E.W. Scripps
SSP
$312M
– –
-20,883
Closed -$426K
151 152
153
154 155

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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.