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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
EPAY
4351
DELISTED
Bottomline Technologies Inc
EPAY
– –
-31,849
Closed -$1.25M
ZSAN
4352
DELISTED
Zosano Pharma Corporation
ZSAN
– –
-6,822
Closed -$172K
LEVL
4353
DELISTED
Level One Bancorp, Inc. Common Stock
LEVL
– –
-9,600
Closed -$282K
RESN
4354
DELISTED
Resonant Inc.
RESN
– –
-69,500
Closed -$168K
PVG
4355
DELISTED
PRETIUM RESOURCES INC.
PVG
– –
-320,195
Closed -$3.09M
CSPR
4356
DELISTED
Casper Sleep Inc.
CSPR
– –
-125,230
Closed -$535K
WEI
4357
DELISTED
Weidai Ltd. American depositary shares, each representing five (5) Class A ordinary shares
WEI
– –
-5,720
Closed -$22K
TGP
4358
DELISTED
Teekay LNG Partners L.P.
TGP
– –
-150,048
Closed -$2.33M
DRNA
4359
DELISTED
Dicerna Pharmaceuticals, Inc.
DRNA
– –
-131,100
Closed -$2.64M
COR
4360
DELISTED
Coresite Realty Corporation
COR
– –
-67,200
Closed -$9.31M
ZIXI
4361
DELISTED
Zix Corporation
ZIXI
– –
-893,199
Closed -$6.32M
GDP
4362
DELISTED
Goodrich Petroleum Corporation Common Stock
GDP
– –
-104,600
Closed -$2.48M
ADXS
4363
DELISTED
Advaxis Inc
ADXS
– –
-73,500
Closed -$38K
DVD
4364
DELISTED
Dover Motorsports
DVD
– –
-543,236
Closed -$1.31M
BSCL
4365
DELISTED
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
– –
-23,845
Closed -$503K
HRC
4366
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
– –
-294,900
Closed -$44.2M
PPD
4367
DELISTED
PPD, Inc. Common Stock
PPD
– –
-1,199,000
Closed -$56.1M
ESXB
4368
DELISTED
Community Bankers Trust Corporation
ESXB
– –
-225,120
Closed -$2.56M
ICBK
4369
DELISTED
County Bancorp, Inc. Common Stock
ICBK
– –
-35,995
Closed -$1.3M
DSPG
4370
DELISTED
DSP Group Inc
DSPG
– –
-972,594
Closed -$21.3M
CVA
4371
DELISTED
Covanta Holding Corporation
CVA
– –
-123,822
Closed -$2.49M
INOV
4372
DELISTED
Inovalon Holdings, Inc. Class A Common Stock
INOV
– –
-61,400
Closed -$2.47M
ADMS
4373
DELISTED
Adamas Pharmaceuticals
ADMS
– –
-763,212
Closed -$3.75M
ECHO
4374
DELISTED
Echo Global Logistics, Inc.
ECHO
– –
-82,100
Closed -$3.92M
IFMK
4375
DELISTED
iFresh Inc. Common Stock
IFMK
– –
-124,603
Closed -$127K
173 174
175
176 177

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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.