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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
IHDG icon
4051
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.25B
– –
-10,600
Closed -$458K
IIIV icon
4052
i3 Verticals
IIIV
$316M
– –
-56,700
Closed -$1.37M
IJJ icon
4053
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.02B
– –
-2,200
Closed -$227K
IJS icon
4054
iShares S&P Small-Cap 600 Value ETF
IJS
$8.34B
– –
-12,000
Closed -$1.21M
IMMP
4055
Immutep
IMMP
$56.5M
– –
-218,848
Closed -$847K
IMTE icon
4056
Integrated Media Technology
IMTE
$1.81M
– –
-2,391
Closed -$112K
IMUX icon
4057
Immunic
IMUX
$210M
– –
-1,670
Closed -$148K
INDO icon
4058
Indonesia Energy Corp
INDO
$44.9M
– –
-17,800
Closed -$80K
INTF icon
4059
iShares International Equity Factor ETF
INTF
$3.76B
– –
-8,200
Closed -$238K
IOSP icon
4060
Innospec
IOSP
$2.3B
– –
-22,300
Closed -$1.88M
IPAC icon
4061
iShares Core MSCI Pacific ETF
IPAC
$2.78B
– –
-4,500
Closed -$301K
IPAR icon
4062
Interparfums
IPAR
$3.76B
– –
-27,113
Closed -$2.03M
IPI icon
4063
Intrepid Potash
IPI
$494M
– –
-57,171
Closed -$1.77M
IRTC icon
4064
iRhythm Holdings
IRTC
$4.04B
– –
-242,100
Closed -$14.2M
ITGR icon
4065
Integer Holdings
ITGR
$4.26B
– –
-38,200
Closed -$3.41M
ITOT icon
4066
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
– –
-31,400
Closed -$3.09M
ITW icon
4067
Illinois Tool Works
ITW
$83.6B
– –
-57,900
Closed -$12M
IVLU icon
4068
iShares MSCI Intl Value Factor ETF
IVLU
$4.54B
– –
-9,100
Closed -$234K
IVV icon
4069
iShares Core S&P 500 ETF
IVV
$904B
– –
-1,900
Closed -$819K
IWB icon
4070
iShares Russell 1000 ETF
IWB
$50.1B
– –
-7,500
Closed -$1.81M
IWC icon
4071
iShares Micro-Cap ETF
IWC
$1.5B
– –
-10,334
Closed -$1.49M
IWN icon
4072
iShares Russell 2000 Value ETF
IWN
$14.6B
– –
-8,800
Closed -$1.41M
JAGX icon
4073
Jaguar Health
JAGX
$3.77M
– –
0
– -$2.4M
JACK icon
4074
Jack in the Box
JACK
$364M
– –
-10,600
Closed -$1.03M
JAMF
4075
DELISTED
Jamf
JAMF
– –
-322,739
Closed -$12.4M
161 162
163
164 165

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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.