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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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
+6.42%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$80.4B
AUM Growth
+$2.95B
Cap. Flow
-$95.7M
Cap. Flow %
-0.12%
Top 10 Hldgs %
11.6%
Holding
4,407
New
984
Increased
1,222
Reduced
1,628
Closed
545

Top Buys

Rank Stock Value
1
RBLX icon
Roblox
RBLX
+$524M
2
JPM icon
JPMorgan Chase
JPM
+$515M
3
AMZN icon
Amazon
AMZN
+$505M
4
T icon
AT&T
T
+$450M
5
COIN icon
Coinbase
COIN
+$389M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$836M
2
AMD icon
Advanced Micro Devices
AMD
+$706M
3
ADBE icon
Adobe
ADBE
+$597M
4
QCOM icon
Qualcomm
QCOM
+$508M
5
NKE icon
Nike
NKE
+$442M

Sector Composition

Rank Sector Weight
1 Healthcare 19.47%
2 Technology 17.63%
3 Consumer Staples 10.26%
4 Consumer Discretionary 9.89%
5 Financials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QNTM
3851
Quantum Biopharma Class B Subordinate Voting Shares
QNTM
$20.8M
$14K ﹤0.01%
+205
New +$17.8K
BIMI
3852
DELISTED
BIMI International Medical Inc. Common Stock
BIMI
$14K ﹤0.01%
537
-8,059
-94% -$288K
NVIV
3853
DELISTED
InVivo Therapeutics Holdings Corp
NVIV
$14K ﹤0.01%
+1,256
New +$18K
AMST icon
3854
Amesite
AMST
$7.01M
$12K ﹤0.01%
+1,008
New +$17.3K
NCEL
3855
NewcelX Ltd
NCEL
$19.4M
$12K ﹤0.01%
+27
New +$20.7K
PHIO icon
3856
Phio Pharmaceuticals
PHIO
$12.7M
$10K ﹤0.01%
+94
New +$15K
OGEN icon
3857
Oragenics
OGEN
$2.39M
$9K ﹤0.01%
11
-486
-98% -$492K
RGLS
3858
DELISTED
Regulus Therapeutics
RGLS
$7K ﹤0.01%
+2,230
New +$9.91K
TOVX icon
3859
Theriva Biologics
TOVX
$10.6M
$6K ﹤0.01%
+82
New +$7.73K
CDOR
3860
DELISTED
Condor Hospitality Trust, Inc. Common Stock
CDOR
$5K ﹤0.01%
522,191
+165,700
+46% +$1.22M
AA icon
3861
Alcoa
AA
$13.1B
– –
-1,225,296
Closed -$60M
AAL icon
3862
American Airlines Group
AAL
$9.97B
– –
-5,211,832
Closed -$107M
ABG icon
3863
Asbury Automotive
ABG
$3.78B
– –
-43,700
Closed -$8.6M
ACET icon
3864
Adicet Bio
ACET
$77.3M
– –
-2,639
Closed -$331K
ACIW icon
3865
ACI Worldwide
ACIW
$5.42B
– –
-155,524
Closed -$4.78M
ADNT icon
3866
Adient
ADNT
$1.54B
– –
-39,625
Closed -$1.64M
ADP icon
3867
Automatic Data Processing
ADP
$110B
– –
-482,500
Closed -$96.5M
AEG icon
3868
Aegon
AEG
$13.9B
– –
-304,722
Closed -$1.51M
AIR icon
3869
AAR Corp
AIR
$5.77B
– –
-249,360
Closed -$8.09M
AIT icon
3870
Applied Industrial Technologies
AIT
$13.2B
– –
-10,350
Closed -$933K
ALC icon
3871
Alcon
ALC
$35.5B
– –
-329,700
Closed -$26.5M
ALB icon
3872
Albemarle
ALB
$15.4B
– –
-161,208
Closed -$35.3M
ALV icon
3873
Autoliv
ALV
$8.89B
– –
-146,000
Closed -$12.5M
AMCX icon
3874
AMC Global Media
AMCX
$496M
– –
-63,200
Closed -$2.94M
AMD icon
3875
Advanced Micro Devices
AMD
$789B
– –
-6,857,326
Closed -$706M
153 154
155
156 157

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Jim Simons's Q4 2021 Portfolio in Review

As of Q4 2021, Jim Simons held 4,407 positions worth $80.4B, up 3.8% from $77.4B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons's Q4 2021 filing shows 984 new, 1,222 increased, 1,628 reduced and 545 closed positions. Its largest new stake was Amazon: 2,953,100 shares worth $492M. The largest sale was NVIDIA, an estimated $836M.

By sector, the portfolio is most concentrated in Healthcare at 19% of assets, down from 20% a quarter earlier, followed by Technology and Consumer Staples.

  • Jim Simons's largest Q4 2021 buy was Amazon: 2,953,100 shares worth $492M.
  • Jim Simons added most to Roblox in Q4 2021, an estimated $524M increase.
  • Jim Simons's biggest Q4 2021 reduction was NVIDIA, cutting an estimated $836M.
  • Jim Simons fully exited Advanced Micro Devices in Q4 2021, selling an estimated $706M.
  • Jim Simons's ten largest holdings make up 12% of its $80.4B portfolio in Q4 2021.
  • Jim Simons opened 984 new positions and closed 545 in Q4 2021.
  • Jim Simons's portfolio value rose 3.8% quarter-over-quarter to $80.4B.

Based on Renaissance Technologies's 13F filing for Q4 2021, filed 11 Feb 2022.