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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
ZOM
4051
DELISTED
Zomedica Corp.
ZOM
– –
-13,371,960
Closed -$11.1M
AVEO
4052
DELISTED
AVEO Pharmaceuticals, Inc.
AVEO
– –
-223,870
Closed -$1.48M
ICON
4053
DELISTED
Iconix Brand Group, Inc.
ICON
– –
-393,964
Closed -$1.23M
NVIV
4054
DELISTED
InVivo Therapeutics Holdings Corp
NVIV
– –
-21,207
Closed -$394K
COWN
4055
DELISTED
Cowen Inc. Class A Common Stock
COWN
– –
-227,428
Closed -$9.34M
OSN
4056
DELISTED
Ossen Innovation Co., Ltd.
OSN
– –
-119,647
Closed -$548K
SIVB
4057
DELISTED
SVB Financial Group
SIVB
– –
-23,357
Closed -$13M
KNL
4058
DELISTED
Knoll, Inc.
KNL
– –
-8,200
Closed -$213K
BSCM
4059
DELISTED
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
– –
-209,712
Closed -$4.53M
LBPH
4060
DELISTED
Longboard Pharmaceuticals, Inc. Common Stock
LBPH
– –
-10,400
Closed -$95K
HSKA
4061
DELISTED
Heska Corp
HSKA
– –
-15,900
Closed -$3.65M
CEMI
4062
DELISTED
Chembio diagnostics, Inc.
CEMI
– –
-54,474
Closed -$162K
OZON
4063
DELISTED
Ozon Holdings PLC American Depositary Shares, each ADS representing one ordinary share
OZON
– –
-175,100
Closed -$10.3M
VEDL
4064
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
– –
-230,802
Closed -$3.28M
ORBC
4065
DELISTED
ORBCOMM, Inc.
ORBC
– –
-36,505
Closed -$410K
TIO
4066
DELISTED
Tingo Group, Inc. Common Stock
TIO
– –
-561,407
Closed -$1.31M
BSQR
4067
DELISTED
BSQUARE Corporation
BSQR
– –
-1,012,682
Closed -$4.83M
STMP
4068
DELISTED
Stamps.com, Inc.
STMP
– –
-149,900
Closed -$30M
HR
4069
DELISTED
Healthcare Realty Trust Incorporated
HR
– –
-323,300
Closed -$9.76M
AIM
4070
AIM ImmunoTech
AIM
$7.06M
– –
-1,530
Closed -$329K
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.