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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
EVBN
3926
DELISTED
Evans Bancorp Inc
EVBN
– –
-17,983
Closed -$667K
ATSG
3927
DELISTED
Air Transport Services Group
ATSG
– –
-72,100
Closed -$1.68M
SASR
3928
DELISTED
Sandy Spring Bancorp Inc
SASR
– –
-45,670
Closed -$2.02M
CRKN
3929
DELISTED
Crown Electrokinetics Corp. Common Stock
CRKN
– –
0
– -$129K
BYU
3930
DELISTED
BAIYU Holdings, Inc. Common Stock
BYU
– –
-812
Closed -$205K
SAVE
3931
DELISTED
Spirit Airlines, Inc.
SAVE
– –
-525,751
Closed -$16M
PETQ
3932
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
– –
-54,368
Closed -$2.1M
GRTS
3933
DELISTED
Gritstone bio, Inc. Common Stock
GRTS
– –
-111,572
Closed -$1.02M
RNLX
3934
DELISTED
Renalytix plc American Depositary Shares
RNLX
– –
-8,200
Closed -$253K
AAN
3935
DELISTED
The Aaron's Company Inc
AAN
– –
-54,500
Closed -$1.74M
BIG
3936
DELISTED
Big Lots, Inc.
BIG
– –
-155,400
Closed -$10.3M
TWOU
3937
DELISTED
2U Inc
TWOU
– –
-6,823
Closed -$8.53M
FREE
3938
DELISTED
Whole Earth Brands, Inc. Class A Common Stock
FREE
– –
-26,700
Closed -$387K
CERE
3939
DELISTED
Cerevel Therapeutics Holdings, Inc. Common Stock
CERE
– –
-56,200
Closed -$1.44M
DMTK
3940
DELISTED
DermTech, Inc. Common Stock
DMTK
– –
-63,300
Closed -$2.63M
AVGR
3941
DELISTED
Avinger, Inc. Common Stock
AVGR
– –
-1,018
Closed -$376K
TAST
3942
DELISTED
Carrols Restaurant Group, Inc.
TAST
– –
-164,483
Closed -$989K
TTOO
3943
DELISTED
T2 Biosystems, Inc
TTOO
– –
-447
Closed -$2.66M
YTEN
3944
DELISTED
Yield10 Bioscience, Inc. Common Stock
YTEN
– –
-958
Closed -$196K
JOAN
3945
DELISTED
JOANN, Inc. Common Stock
JOAN
– –
-185,700
Closed -$2.92M
VJET
3946
DELISTED
VOXELJET AG American Depositary Shares (each representing one Ordinary Share)
VJET
– –
-21,000
Closed -$269K
SPLK
3947
DELISTED
Splunk Inc
SPLK
– –
-280,800
Closed -$40.6M
GMBL
3948
DELISTED
Esports Entertainment Group Inc. Common Stock
GMBL
– –
-5
Closed -$2.04M
MARK
3949
DELISTED
Remark Holdings, Inc.
MARK
– –
-96,401
Closed -$1.79M
MRTX
3950
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
– –
-41,907
Closed -$6.77M
156 157
158
159 160

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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.