We are live on ! Find out more
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
ESBK
4001
DELISTED
Elmira Savings Bank Elmira NY
ESBK
– –
-11,285
Closed -$161K
JOBS
4002
DELISTED
51job Inc
JOBS
– –
-113,200
Closed -$8.8M
EVFM
4003
DELISTED
Evofem Biosciences, Inc. Common Stock
EVFM
– –
-100,526
Closed -$1.7M
MGP
4004
DELISTED
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
– –
-373,200
Closed -$13.7M
PBCT
4005
DELISTED
People's United Financial Inc
PBCT
– –
-345,893
Closed -$5.93M
INFO
4006
DELISTED
IHS Markit Ltd. Common Shares
INFO
– –
-147,266
Closed -$16.6M
GTS
4007
DELISTED
Triple-S Management Corporation
GTS
– –
-34,100
Closed -$759K
CXP
4008
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
– –
-142,000
Closed -$2.47M
MDP
4009
DELISTED
Meredith Corporation
MDP
– –
-9,100
Closed -$395K
RIVE
4010
DELISTED
Riverview Financial Corporation Common Stock
RIVE
– –
-15,557
Closed -$178K
RAVN
4011
DELISTED
Raven Industries Inc
RAVN
– –
-11,400
Closed -$659K
XONE
4012
DELISTED
The ExOne Company
XONE
– –
-95,606
Closed -$2.07M
MSON
4013
DELISTED
Misonix Inc
MSON
– –
-23,000
Closed -$510K
NNA
4014
DELISTED
Navios Maritime Acquisition Corporation
NNA
– –
-81,091
Closed -$277K
CLDR
4015
DELISTED
Cloudera, Inc.
CLDR
– –
-2,932,352
Closed -$46.5M
LDL
4016
DELISTED
Lydall, Inc.
LDL
– –
-50,516
Closed -$3.06M
JAX
4017
DELISTED
J. Alexander's Holdings, Inc.
JAX
– –
-161,590
Closed -$1.88M
TLC
4018
DELISTED
Taiwan Liposome Company, Ltd. American Depository Shares
TLC
– –
-11,900
Closed -$71K
SOGO
4019
DELISTED
Sogou Inc. American Depositary Shares, each representing one Class A Ordinary Share
SOGO
– –
-2,900,464
Closed -$24.7M
SNR
4020
DELISTED
NEW SENIOR INVESTMENT GROUP INC.
SNR
– –
-3,073,906
Closed -$27M
PFBI
4021
DELISTED
Premier Financial Bancorp
PFBI
– –
-103,287
Closed -$1.74M
TBIO
4022
DELISTED
Translate Bio, Inc. Common Stock
TBIO
– –
-22,300
Closed -$614K
SPRT
4023
DELISTED
support.com, Inc.
SPRT
– –
-766,649
Closed -$2.96M
NWHM
4024
DELISTED
THE NEW HOME COMPANY INC.
NWHM
– –
-172,783
Closed -$1.01M
MFNC
4025
DELISTED
Mackinac Financial Corporation
MFNC
– –
-19,762
Closed -$390K
159 160
161
162 163

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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.