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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
STG
3826
Sunlands Technology
STG
$45.5M
– –
-7,014
Closed -$88K
STIM icon
3827
Neuronetics
STIM
$222M
– –
-56,561
Closed -$906K
STKH
3828
Steakholder Foods
STKH
$2.08M
– –
-31
Closed -$252K
SUB icon
3829
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
– –
-52,000
Closed -$5.61M
SVC
3830
Service Properties Trust
SVC
$1.09B
– –
-46,841
Closed -$2.95M
SWX icon
3831
Southwest Gas
SWX
$6.65B
– –
-177,500
Closed -$11.7M
TAL icon
3832
TAL Education Group
TAL
$6.61B
– –
-990,000
Closed -$25M
TALO icon
3833
Talos Energy
TALO
$2.57B
– –
-12,100
Closed -$189K
TFC icon
3834
Truist Financial
TFC
$63.9B
– –
-947,317
Closed -$52.6M
TFI icon
3835
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
– –
-33,697
Closed -$1.76M
TGTX icon
3836
TG Therapeutics
TGTX
$7.71B
– –
-145,800
Closed -$5.66M
THRM icon
3837
Gentherm
THRM
$1.25B
– –
-30,464
Closed -$2.16M
TIP icon
3838
iShares TIPS Bond ETF
TIP
$14.7B
– –
-119,200
Closed -$15.3M
TLH icon
3839
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
– –
-17,800
Closed -$2.62M
TLRY icon
3840
Tilray
TLRY
$636M
– –
-31,527
Closed -$5.7M
TLSA icon
3841
Tiziana Life Sciences
TLSA
$127M
– –
-65,340
Closed -$153K
TMO icon
3842
Thermo Fisher Scientific
TMO
$222B
– –
-61,344
Closed -$30.9M
TMP icon
3843
Tompkins Financial
TMP
$1.44B
– –
-11,092
Closed -$860K
TNC icon
3844
Tennant Co
TNC
$1.17B
– –
-53,600
Closed -$4.28M
TOTL icon
3845
State Street DoubleLine Total Return Tactical ETF
TOTL
$4B
– –
-5,900
Closed -$286K
TRMK icon
3846
Trustmark
TRMK
$2.78B
– –
-14,062
Closed -$433K
TROO icon
3847
TROOPS Inc
TROO
$252M
– –
-63,495
Closed -$158K
TRP icon
3848
TC Energy
TRP
$66.8B
– –
-72,710
Closed -$3.6M
TTD icon
3849
Trade Desk
TTD
$6.22B
– –
-286,746
Closed -$22.2M
TTEK icon
3850
Tetra Tech
TTEK
$8.98B
– –
-81,100
Closed -$1.98M
152 153
154
155 156

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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.