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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
EPIX
3976
DELISTED
ESSA Pharma
EPIX
– –
-141,500
Closed -$1.13M
EPD icon
3977
Enterprise Products Partners
EPD
$82.1B
– –
-341,699
Closed -$7.39M
EQX icon
3978
Equinox Gold
EQX
$13.1B
– –
-49,395
Closed -$326K
ERII icon
3979
Energy Recovery
ERII
$399M
– –
-25,100
Closed -$478K
ESGU icon
3980
iShares ESG Aware MSCI USA ETF
ESGU
$18.5B
– –
-8,500
Closed -$837K
ESNT icon
3981
Essent Group
ESNT
$6.23B
– –
-41,400
Closed -$1.82M
ESTA icon
3982
Establishment Labs
ESTA
$2.25B
– –
-7,700
Closed -$551K
ESTC icon
3983
Elastic
ESTC
$8.94B
– –
-18,700
Closed -$2.79M
ETWO
3984
DELISTED
E2open Parent Holdings
ETWO
– –
-324,700
Closed -$3.67M
EWD icon
3985
iShares MSCI Sweden ETF
EWD
$585M
– –
-24,500
Closed -$1.1M
EWJ icon
3986
iShares MSCI Japan ETF
EWJ
$23.2B
– –
-67,700
Closed -$4.76M
EWN icon
3987
iShares MSCI Netherlands ETF
EWN
$735M
– –
-23,400
Closed -$1.15M
EZU icon
3988
iShare MSCI Eurozone ETF
EZU
$9.96B
– –
-23,100
Closed -$1.11M
FBNC icon
3989
First Bancorp
FBNC
$2.74B
– –
-46,644
Closed -$2.01M
FBND icon
3990
Fidelity Total Bond ETF
FBND
$27.4B
– –
-8,700
Closed -$462K
FCG icon
3991
First Trust Natural Gas ETF
FCG
$639M
– –
-12,400
Closed -$209K
FDN icon
3992
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.45B
– –
-2,700
Closed -$637K
FEZ icon
3993
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.56B
– –
-35,800
Closed -$1.62M
FHLC icon
3994
Fidelity MSCI Health Care Index ETF
FHLC
$3.42B
– –
-5,300
Closed -$338K
FIX icon
3995
Comfort Systems
FIX
$60.8B
– –
-50,600
Closed -$3.61M
FLR icon
3996
Fluor
FLR
$7B
– –
-159,700
Closed -$2.55M
FNDA icon
3997
Schwab Fundamental US Small Company Index ETF
FNDA
$9.43B
– –
-16,000
Closed -$421K
FNDC icon
3998
Schwab Fundamental International Small Company Index ETF
FNDC
$3.17B
– –
-31,200
Closed -$1.21M
FORM icon
3999
FormFactor
FORM
$10.3B
– –
-125,968
Closed -$4.7M
FOXF icon
4000
Fox Factory Holding Corp
FOXF
$886M
– –
-43,193
Closed -$6.24M
158 159
160
161 162

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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.