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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
VRSK icon
3876
Verisk Analytics
VRSK
$23.3B
– –
-110,000
Closed -$19.2M
VRT icon
3877
Vertiv
VRT
$114B
– –
-37,200
Closed -$1.02M
VS icon
3878
Versus Systems
VS
$8.14M
– –
-174
Closed -$239K
VTEB icon
3879
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46.1B
– –
-116,617
Closed -$6.45M
VTGN icon
3880
VistaGen Therapeutics
VTGN
$11.7M
– –
-3,421
Closed -$323K
VVOS icon
3881
Vivos Therapeutics
VVOS
$4.06M
– –
-768
Closed -$95K
VVX icon
3882
V2X
VVX
$2.53B
– –
-31,100
Closed -$1.48M
W icon
3883
Wayfair
W
$14.1B
– –
-303,500
Closed -$95.8M
WCC
3884
WESCO International
WCC
$18.2B
– –
-68,774
Closed -$7.07M
WERN icon
3885
Werner Enterprises
WERN
$2.21B
– –
-115,463
Closed -$5.14M
WF icon
3886
Woori Financial
WF
$17.1B
– –
-10,700
Closed -$324K
WFG icon
3887
West Fraser Timber
WFG
$5.49B
– –
-305,190
Closed -$21.9M
WKC icon
3888
World Kinect Corp
WKC
$1.89B
– –
-245,600
Closed -$7.79M
WLDN icon
3889
Willdan Group
WLDN
$1.28B
– –
-20,002
Closed -$753K
WMB icon
3890
Williams Companies
WMB
$89.8B
– –
-698,985
Closed -$18.6M
WMS icon
3891
Advanced Drainage Systems
WMS
$10.7B
– –
-39,600
Closed -$4.62M
WOOF icon
3892
Petco
WOOF
$774M
– –
-192,700
Closed -$4.32M
WPP icon
3893
WPP
WPP
$5.74B
– –
-7,619
Closed -$516K
WSM icon
3894
Williams-Sonoma
WSM
$29.2B
– –
-556,000
Closed -$44.4M
WU icon
3895
Western Union
WU
$2.18B
– –
-661,500
Closed -$15.2M
WTW icon
3896
Willis Towers Watson
WTW
$31.6B
– –
-558,520
Closed -$128M
WVE icon
3897
Wave Life Sciences
WVE
$1.06B
– –
-87,120
Closed -$580K
WW
3898
DELISTED
WW International
WW
– –
-298,912
Closed -$10.8M
WWD icon
3899
Woodward
WWD
$21.3B
– –
-39,263
Closed -$4.83M
XAIR icon
3900
Beyond Air
XAIR
$5.06M
– –
-455
Closed -$1.18M
154 155
156
157 158

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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.