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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
TWO
3851
Two Harbors Investment
TWO
$1.26B
– –
-118,514
Closed -$3.58M
UDR icon
3852
UDR
UDR
$12B
– –
-333,298
Closed -$16.3M
UMH
3853
UMH Properties
UMH
$1.38B
– –
-115,347
Closed -$2.52M
UNH icon
3854
UnitedHealth
UNH
$364B
– –
-394,435
Closed -$158M
VABK icon
3855
Virginia National Bankshares
VABK
$259M
– –
-5,383
Closed -$209K
VAC icon
3856
Marriott Vacations Worldwide
VAC
$4B
– –
-22,861
Closed -$3.64M
VATE icon
3857
INNOVATE Corp
VATE
$105M
– –
-7,880
Closed -$314K
VBK icon
3858
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.8B
– –
-10,700
Closed -$3.1M
VCSH icon
3859
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
– –
-54,863
Closed -$4.54M
VCYT icon
3860
Veracyte
VCYT
$3.68B
– –
-246,500
Closed -$9.86M
VDC icon
3861
Vanguard Consumer Staples ETF
VDC
$7.9B
– –
-7,900
Closed -$1.44M
VEL icon
3862
Velocity Financial
VEL
$716M
– –
-23,993
Closed -$300K
VFC icon
3863
VF Corp
VFC
$5.76B
– –
-621,800
Closed -$51M
VGLT icon
3864
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
– –
-9,700
Closed -$851K
VGSH icon
3865
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
– –
-395,687
Closed -$24.3M
VGZ icon
3866
Vista Gold
VGZ
$340M
– –
-533,400
Closed -$656K
VHC icon
3867
VirnetX Holding Corp
VHC
$61.4M
– –
-10,164
Closed -$868K
VIOV icon
3868
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.89B
– –
-9,600
Closed -$875K
VIR icon
3869
Vir Biotechnology
VIR
$1.52B
– –
-80,102
Closed -$3.79M
VIS icon
3870
Vanguard Industrials ETF
VIS
$8.55B
– –
-1,600
Closed -$314K
VNO icon
3871
Vornado Realty Trust
VNO
$7.3B
– –
-460,899
Closed -$21.5M
VNQ icon
3872
Vanguard Real Estate ETF
VNQ
$38.4B
– –
-30,100
Closed -$3.06M
VOT icon
3873
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$20.1B
– –
-5,000
Closed -$1.18M
VPU
3874
Vanguard Utilities ETF
VPU
$8.49B
– –
-2,900
Closed -$402K
VRRM icon
3875
Verra Mobility
VRRM
$723M
– –
-94,911
Closed -$1.46M
153 154
155
156 157

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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.