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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
+6.42%
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
$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
HAE icon
4026
Haemonetics
HAE
$4.1B
– –
-129,785
Closed -$9.16M
HAL icon
4027
Halliburton
HAL
$27.4B
– –
-160,081
Closed -$3.46M
HBB icon
4028
Hamilton Beach Brands
HBB
$447M
– –
-40,184
Closed -$630K
HIBL icon
4029
Direxion Daily S&P 500 High Beta Bull 3X ETF
HIBL
$94.2M
– –
-5,300
Closed -$326K
HLIO icon
4030
Helios Technologies
HLIO
$2.64B
– –
-5,075
Closed -$417K
HQI icon
4031
HireQuest
HQI
$241M
– –
-12,100
Closed -$234K
HQY icon
4032
HealthEquity
HQY
$8.82B
– –
-20,000
Closed -$1.29M
HUIZ
4033
Huize Holding Ltd
HUIZ
$12.8M
– –
-23,316
Closed -$266K
HYEM icon
4034
VanEck Emerging Markets High Yield Bond ETF
HYEM
$527M
– –
-15,300
Closed -$355K
HYLS icon
4035
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.64B
– –
-21,100
Closed -$1.02M
HYS icon
4036
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.78B
– –
-77,300
Closed -$7.67M
HZO icon
4037
MarineMax
HZO
$1.15B
– –
-36,600
Closed -$1.78M
PPLI
4038
People Inc
PPLI
$3B
– –
-312,360
Closed -$33.4M
IAI icon
4039
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.39B
– –
-5,500
Closed -$574K
IAT icon
4040
iShares US Regional Banks ETF
IAT
$688M
– –
-7,300
Closed -$442K
IBIO icon
4041
iBio
IBIO
$69.1M
– –
-303
Closed -$161K
IBOC icon
4042
International Bancshares
IBOC
$4.55B
– –
-32,837
Closed -$1.37M
ICFI icon
4043
ICF International
ICFI
$1.59B
– –
-13,900
Closed -$1.24M
IDYA icon
4044
IDEAYA Biosciences
IDYA
$3.54B
– –
-29,600
Closed -$755K
IEUR icon
4045
iShares Core MSCI Europe ETF
IEUR
$9.15B
– –
-8,200
Closed -$460K
IEV icon
4046
iShares Europe ETF
IEV
$1.7B
– –
-18,700
Closed -$975K
IGC icon
4047
IGC Pharma
IGC
$30.7M
– –
-436,800
Closed -$646K
IGM icon
4048
iShares Expanded Tech Sector ETF
IGM
$10.9B
– –
-11,400
Closed -$767K
IGV icon
4049
iShares Expanded Tech-Software Sector ETF
IGV
$15.3B
– –
-34,500
Closed -$2.75M
IH
4050
iHuman
IH
$67.5M
– –
-19,516
Closed -$92K
160 161
162
163 164

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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.