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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
CORE
4026
DELISTED
Core Mark Holding Co., Inc.
CORE
– –
-181,700
Closed -$8.18M
SHSP
4027
DELISTED
SharpSpring, Inc.
SHSP
– –
-53,200
Closed -$899K
PFPT
4028
DELISTED
Proofpoint, Inc.
PFPT
– –
-390,800
Closed -$67.9M
QTS
4029
DELISTED
QTS REALTY TRUST, INC.
QTS
– –
-234,700
Closed -$18.1M
KIN
4030
DELISTED
Kindred Biosciences, Inc.
KIN
– –
-1,321,859
Closed -$12.1M
EXFO
4031
DELISTED
EXFO INC.
EXFO
– –
-892,115
Closed -$5.31M
SYKE
4032
DELISTED
SYKES Enterprises Inc
SYKE
– –
-124,373
Closed -$6.68M
MMAC
4033
DELISTED
MMA Capital Holdings, Inc. Common Stock
MMAC
– –
-17,300
Closed -$470K
AMRB
4034
DELISTED
American River Bankshares
AMRB
– –
-12,400
Closed -$223K
PROS
4035
DELISTED
ProSight Global, Inc.
PROS
– –
-109,400
Closed -$1.4M
BPYU
4036
DELISTED
Brookfield Property REIT Inc. Class A Common Stock
BPYU
– –
-397,672
Closed -$7.51M
BPY
4037
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
– –
-1,632,291
Closed -$30.9M
HOME
4038
DELISTED
At Home Group Inc.
HOME
– –
-1,428,100
Closed -$52.6M
ALSK
4039
DELISTED
Alaska Communications Systems
ALSK
– –
-1,904,237
Closed -$6.34M
ALXN
4040
DELISTED
Alexion Pharmaceuticals
ALXN
– –
-3,147,521
Closed -$578M
WORK
4041
DELISTED
Slack Technologies, Inc.
WORK
– –
-5,942,800
Closed -$263M
FCBP
4042
DELISTED
First Choice Bancorp Common Stock
FCBP
– –
-28,100
Closed -$856K
DSSI
4043
DELISTED
Diamond S Shipping Inc. Common Shares
DSSI
– –
-35,300
Closed -$352K
LMNX
4044
DELISTED
Luminex Corp
LMNX
– –
-159,702
Closed -$5.88M
NEWA
4045
DELISTED
Newater Technology, Inc. Ordinary Shares
NEWA
– –
-87,400
Closed -$295K
MSGN
4046
DELISTED
MSG Networks Inc.
MSGN
– –
-220,800
Closed -$3.22M
CCRC
4047
DELISTED
China Customer Relations Centers, Inc
CCRC
– –
-175,491
Closed -$1.14M
PRAH
4048
DELISTED
PRA Health Sciences, Inc.
PRAH
– –
-203,800
Closed -$33.7M
NAV
4049
DELISTED
Navistar International
NAV
– –
-211,301
Closed -$9.4M
BPFH
4050
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
– –
-90,972
Closed -$1.34M
159 160 161
162
163

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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.