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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
DCPH
4301
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
– –
-34,800
Closed -$1.18M
GRTX
4302
DELISTED
Galera Therapeutics, Inc. Common Stock
GRTX
– –
-23,670
Closed -$192K
ISUN
4303
DELISTED
iSun, Inc. Common Stock
ISUN
– –
-41,855
Closed -$347K
AMJ
4304
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
– –
-35,400
Closed -$643K
DOOR
4305
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
– –
-33,500
Closed -$3.56M
AFIB
4306
DELISTED
Acutus Medical Inc
AFIB
– –
-31,586
Closed -$279K
KAMN
4307
DELISTED
Kaman Corp
KAMN
– –
-115,922
Closed -$4.13M
MOTS
4308
DELISTED
Motus GI Holdings, Inc. Common Stock
MOTS
– –
-63
Closed -$13K
EIGR
4309
DELISTED
Eiger BioPharmaceuticals, Inc.
EIGR
– –
-4,429
Closed -$888K
KNTE
4310
DELISTED
Kinnate Biopharma Inc. Common Stock
KNTE
– –
-23,358
Closed -$538K
MDRX
4311
DELISTED
Veradigm Inc. Common Stock
MDRX
– –
-408,765
Closed -$5.46M
PACW
4312
DELISTED
PacWest Bancorp
PACW
– –
-63,079
Closed -$2.86M
KBNT
4313
DELISTED
Kubient, Inc. Common Stock
KBNT
– –
-135,500
Closed -$438K
CANO
4314
DELISTED
Cano Health, Inc.
CANO
– –
-11,905
Closed -$15.1M
CYTO
4315
DELISTED
Altamira Therapeutics Ltd
CYTO
– –
-178
Closed -$143K
EGLX
4316
DELISTED
Enthusiast Gaming Holdings Inc. Common Stock
EGLX
– –
-547,300
Closed -$1.98M
KLR
4317
DELISTED
Kaleyra, Inc.
KLR
– –
-42,286
Closed -$1.63M
BKI
4318
DELISTED
Black Knight, Inc. Common Stock
BKI
– –
-167,346
Closed -$12M
ACGN
4319
DELISTED
Aceragen Inc
ACGN
– –
-15,995
Closed -$280K
AMRS
4320
DELISTED
Amyris Inc.
AMRS
– –
-1,098,700
Closed -$15.1M
BBIG
4321
DELISTED
Vinco Ventures, Inc. Common Stock
BBIG
– –
-11,628
Closed -$1.01M
ISEE
4322
DELISTED
IVERIC bio, Inc. Common Stock
ISEE
– –
-248,300
Closed -$4.03M
STSA
4323
DELISTED
Satsuma Pharmaceuticals, Inc. Common Stock
STSA
– –
-41,664
Closed -$194K
IMV
4324
DELISTED
IMV Inc. Common Shares
IMV
– –
-2,580
Closed -$43K
BSMX
4325
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
– –
-154,673
Closed -$886K
171 172
173
174 175

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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.