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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
SGFY
3976
DELISTED
Signify Health, Inc.
SGFY
– –
-51,940
Closed -$1.58M
OBSV
3977
DELISTED
ObsEva SA Ordinary Shares
OBSV
– –
-81,000
Closed -$245K
REED
3978
DELISTED
Reeds, Inc. Common Stock
REED
– –
-10,270
Closed -$524K
ASAP
3979
DELISTED
Waitr Holdings Inc. Common Stock
ASAP
– –
-12,665
Closed -$451K
EXN
3980
DELISTED
Excellon Resources Inc.
EXN
– –
-10,500
Closed -$23K
AVCT
3981
DELISTED
American Virtual Cloud Technologies, Inc. Common Stock
AVCT
– –
-3,327
Closed -$297K
NH
3982
DELISTED
NantHealth, Inc
NH
– –
-3,862
Closed -$134K
ELOX
3983
DELISTED
Eloxx Pharmaceuticals, Inc. Common Stock
ELOX
– –
-4,098
Closed -$326K
TMBR
3984
DELISTED
Timber Pharmaceuticals, Inc.
TMBR
– –
-2,376
Closed -$145K
USWS
3985
DELISTED
U.S. Well Services, Inc. Class A Common Stock
USWS
– –
-13,240
Closed -$281K
BRG
3986
DELISTED
Bluerock Residential Growth REIT, Inc.
BRG
– –
-12,967
Closed -$132K
CHNG
3987
DELISTED
Change Healthcare Inc. Common Stock
CHNG
– –
-844,004
Closed -$19.4M
MNDT
3988
DELISTED
Mandiant, Inc. Common Stock
MNDT
– –
-1,544,800
Closed -$31.2M
TUFN
3989
DELISTED
Tufin Software Technologies Ltd.
TUFN
– –
-144,822
Closed -$1.32M
TPTX
3990
DELISTED
Turning Point Therapeutics, Inc. Common Stock
TPTX
– –
-142,700
Closed -$11.1M
EMWP
3991
DELISTED
Eros Media World PLC
EMWP
– –
-16,355
Closed -$500K
EPZM
3992
DELISTED
Epizyme, Inc
EPZM
– –
-58,011
Closed -$482K
WBT
3993
DELISTED
Welbilt, Inc.
WBT
– –
-386,800
Closed -$8.95M
PSB
3994
DELISTED
PS Business Parks, Inc.
PSB
– –
-2,300
Closed -$341K
WMC
3995
DELISTED
Western Asset Mortgage Capital Corporation
WMC
– –
-16,896
Closed -$549K
NP
3996
DELISTED
Neenah, Inc. Common Stock
NP
– –
-25,300
Closed -$1.27M
COHR
3997
DELISTED
Coherent Inc
COHR
– –
-2,600
Closed -$687K
HSTO
3998
DELISTED
Histogen Inc. Common Stock
HSTO
– –
-4,636
Closed -$101K
ZNGA
3999
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
– –
-9,863,800
Closed -$105M
SRGA
4000
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
– –
-58,433
Closed -$2.44M
158 159
160
161 162

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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.