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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
NSP icon
4126
Insperity
NSP
$1.94B
– –
-27,100
Closed -$3M
NTZ
4127
Natuzzi
NTZ
$14.5M
– –
-13,500
Closed -$220K
NUE icon
4128
Nucor
NUE
$61.5B
– –
-46,400
Closed -$4.57M
NWG icon
4129
NatWest
NWG
$76.7B
– –
-103,571
Closed -$679K
NWBI icon
4130
Northwest Bancshares
NWBI
$2.3B
– –
-88,614
Closed -$1.18M
NYC
4131
American Strategic Investment Co
NYC
$25.5M
– –
-4,238
Closed -$274K
OCGN icon
4132
Ocugen
OCGN
$475M
– –
-11,256
Closed -$81K
OKTA icon
4133
Okta
OKTA
$26.1B
– –
-37,000
Closed -$8.78M
OLMA icon
4134
Olema Pharmaceuticals
OLMA
$925M
– –
-97,900
Closed -$2.7M
OMC icon
4135
Omnicom Group
OMC
$23.4B
– –
-438,764
Closed -$31.8M
OPK icon
4136
Opko Health
OPK
$1.04B
– –
-910,153
Closed -$3.32M
ORC
4137
Orchid Island Capital
ORC
$1.33B
– –
-3,240
Closed -$79K
OTRK
4138
DELISTED
Ontrak
OTRK
– –
-3,536
Closed -$3.19M
OUST icon
4139
Ouster
OUST
$3.26B
– –
-16,430
Closed -$1.2M
PACB icon
4140
Pacific Biosciences
PACB
$336M
– –
-273,800
Closed -$7M
PALL icon
4141
abrdn Physical Palladium Shares ETF
PALL
$678M
– –
-41,000
Closed -$1.46M
PCAR icon
4142
PACCAR
PCAR
$68.8B
– –
-851,345
Closed -$44.8M
PCH
4143
DELISTED
PotlatchDeltic
PCH
– –
-129,807
Closed -$6.7M
PD icon
4144
PagerDuty
PD
$888M
– –
-271,300
Closed -$11.2M
PDBC icon
4145
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.67B
– –
-174,700
Closed -$3.68M
PEB icon
4146
Pebblebrook Hotel Trust
PEB
$2.02B
– –
-12,822
Closed -$287K
PEN icon
4147
Penumbra
PEN
$12.8B
– –
-7,700
Closed -$2.05M
PETZ icon
4148
TDH Holdings
PETZ
$15.4M
– –
-6,029
Closed -$154K
PFE icon
4149
Pfizer
PFE
$150B
– –
-7,457,601
Closed -$321M
PLAY icon
4150
Dave & Buster's
PLAY
$352M
– –
-83,800
Closed -$3.21M
164 165
166
167 168

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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.