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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
+9.73%
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
$80.4B
AUM Growth
-$11.7B
Cap. Flow
-$16B
Cap. Flow %
-19.95%
Top 10 Hldgs %
10.17%
Holding
3,937
New
591
Increased
1,069
Reduced
1,579
Closed
676

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$427M
2
ROKU icon
Roku
ROKU
+$393M
3
PARA
Paramount Global Class B
PARA
+$345M
4
T icon
AT&T
T
+$317M
5
QCOM icon
Qualcomm
QCOM
+$293M

Top Sells

Rank Stock Value
1
BIDU icon
Baidu
BIDU
+$1.41B
2
PDD icon
Pinduoduo
PDD
+$755M
3
BMY icon
Bristol-Myers Squibb
BMY
+$716M
4
ABBV icon
AbbVie
ABBV
+$558M
5
CMG icon
Chipotle Mexican Grill
CMG
+$491M

Sector Composition

Rank Sector Weight
1 Healthcare 19.43%
2 Technology 17.51%
3 Communication Services 11.4%
4 Consumer Discretionary 10.59%
5 Consumer Staples 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NMTR
3826
DELISTED
9 Meters Biopharma
NMTR
– –
-31,499
Closed -$541K
NYMX
3827
DELISTED
Nymox Pharmaceutical Corp
NYMX
– –
-67,564
Closed -$168K
BLU
3828
DELISTED
BELLUS Health Inc.
BLU
– –
-56,400
Closed -$173K
HEXO
3829
DELISTED
HEXO Corp. Common Shares
HEXO
– –
-45,538
Closed -$2.35M
BLCM
3830
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
– –
-26,631
Closed -$94K
AQUA
3831
DELISTED
Evoqua Water Technologies Corp. Common Stock
AQUA
– –
-322,278
Closed -$8.7M
SEAC
3832
DELISTED
Seachange International Inc
SEAC
– –
-4,327
Closed -$121K
ABB
3833
DELISTED
ABB Ltd
ABB
– –
-148,500
Closed -$4.15M
AUD
3834
DELISTED
Audacy, Inc.
AUD
– –
-222,500
Closed -$550K
IMV
3835
DELISTED
IMV Inc. Common Shares
IMV
– –
-11,010
Closed -$338K
EVOP
3836
DELISTED
EVO Payments, Inc. Class A Common Stock
EVOP
– –
-52,500
Closed -$1.42M
OBSV
3837
DELISTED
ObsEva SA Ordinary Shares
OBSV
– –
-600,800
Closed -$1.25M
MYOV
3838
DELISTED
Myovant Sciences Ltd.
MYOV
– –
-111,700
Closed -$3.08M
LHCG
3839
DELISTED
LHC Group LLC
LHCG
– –
-35,369
Closed -$7.54M
ATNX
3840
DELISTED
Athenex, Inc. Common Stock
ATNX
– –
-8,480
Closed -$1.88M
AHPI
3841
DELISTED
Allied Healthcare Products
AHPI
– –
-95,665
Closed -$466K
BNFT
3842
DELISTED
Benefitfocus, Inc.
BNFT
– –
-111,554
Closed -$1.61M
OYST
3843
DELISTED
Oyster Point Pharma, Inc. Common Stock
OYST
– –
-30,639
Closed -$577K
NH
3844
DELISTED
NantHealth, Inc
NH
– –
-18,933
Closed -$917K
ELOX
3845
DELISTED
Eloxx Pharmaceuticals, Inc. Common Stock
ELOX
– –
-993
Closed -$158K
STON
3846
DELISTED
StoneMor Inc.
STON
– –
-28,288
Closed -$74K
PHAS
3847
DELISTED
PhaseBio Pharmaceuticals, Inc. Common Stock
PHAS
– –
-83,400
Closed -$280K
CCXI
3848
DELISTED
ChemoCentryx, Inc.
CCXI
– –
-66,100
Closed -$4.09M
EXTN
3849
DELISTED
Exterran Corporation
EXTN
– –
-229,100
Closed -$1.01M
ZEAL
3850
DELISTED
Zealand Pharma A/S American Depositary Shares
ZEAL
– –
-17,205
Closed -$618K
152 153
154
155 156

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Jim Simons's Q1 2021 Portfolio in Review

As of Q1 2021, Jim Simons held 3,937 positions worth $80.4B, down 13% from $92.1B the previous quarter. Its ten largest holdings account for 10% of the portfolio.

Jim Simons withdrew a net $16B in Q1 2021, closing 676 positions and reducing 1,579 holdings. Its most notable exit was Micron Technology, an estimated $252M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 19% of assets, down from 21% a quarter earlier, followed by Technology and Communication Services.

Against the trend, Jim Simons opened a new position in Paramount Global Class B worth $255M.

  • Jim Simons's largest Q1 2021 buy was Paramount Global Class B: 5,644,997 shares worth $255M.
  • Jim Simons added most to Tesla in Q1 2021, an estimated $427M increase.
  • Jim Simons's biggest Q1 2021 reduction was Baidu, cutting an estimated $1.41B.
  • Jim Simons fully exited Micron Technology in Q1 2021, selling an estimated $252M.
  • Jim Simons's ten largest holdings make up 10% of its $80.4B portfolio in Q1 2021.
  • Jim Simons opened 591 new positions and closed 676 in Q1 2021.
  • Jim Simons's portfolio value fell 13% quarter-over-quarter to $80.4B.

Based on Renaissance Technologies's 13F filing for Q1 2021, filed 13 May 2021.