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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
FSM icon
4001
Fortuna Silver Mines
FSM
$3.1B
– –
-591,600
Closed -$2.33M
FTAI icon
4002
FTAI Aviation
FTAI
$22.2B
– –
-22,681
Closed -$492K
FTHM icon
4003
Fathom Holdings
FTHM
$24.5M
– –
-9,400
Closed -$251K
FULC icon
4004
Fulcrum Therapeutics
FULC
$283M
– –
-133,900
Closed -$3.78M
FUTY icon
4005
Fidelity MSCI Utilities Index ETF
FUTY
$2.31B
– –
-9,800
Closed -$403K
FV icon
4006
First Trust Dorsey Wright Focus 5 ETF
FV
$3.83B
– –
-5,300
Closed -$243K
FWRD icon
4007
Forward Air
FWRD
$682M
– –
-71,439
Closed -$5.93M
FXL icon
4008
First Trust Technology AlphaDEX Fund
FXL
$2.89B
– –
-1,700
Closed -$209K
FXN icon
4009
First Trust Energy AlphaDEX Fund
FXN
$387M
– –
-16,900
Closed -$194K
GBCI icon
4010
Glacier Bancorp
GBCI
$6.48B
– –
-112,360
Closed -$6.22M
GBIL icon
4011
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.59B
– –
-2,070
Closed -$207K
GDC icon
4012
GD Culture Group
GDC
$7.78M
– –
-11
Closed -$111K
GDOT icon
4013
Green Dot
GDOT
$770M
– –
-37,700
Closed -$1.9M
GDXJ icon
4014
VanEck Junior Gold Miners ETF
GDXJ
$8.33B
– –
-85,900
Closed -$3.29M
GENI icon
4015
Genius Sports
GENI
$2.2B
– –
-136,300
Closed -$2.54M
GEVO icon
4016
Gevo
GEVO
$401M
– –
-3,266,800
Closed -$21.7M
GL icon
4017
Globe Life
GL
$14B
– –
-172,200
Closed -$15.3M
GLRE icon
4018
Greenlight Captial
GLRE
$512M
– –
-32,400
Closed -$239K
GOCO
4019
DELISTED
GoHealth
GOCO
– –
-14,920
Closed -$1.13M
GORV
4020
DELISTED
Lazydays
GORV
– –
-1,403
Closed -$898K
GROY icon
4021
Gold Royalty Corp
GROY
$716M
– –
-53,900
Closed -$270K
GRPN icon
4022
Groupon
GRPN
$894M
– –
-63,875
Closed -$1.46M
GS icon
4023
Goldman Sachs
GS
$304B
– –
-319,900
Closed -$121M
GSIE icon
4024
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.16B
– –
-41,900
Closed -$1.43M
GTEC icon
4025
Greenland Technologies Holding
GTEC
$19.1M
– –
-26,900
Closed -$169K
159 160
161
162 163

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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.