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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
ZGYH
4376
DELISTED
Yunhong International Class A Ordinary Shares
ZGYH
– –
-21,200
Closed -$218K
AMTBB
4377
DELISTED
Amerant Bancorp Inc. Class B Common Stock
AMTBB
– –
-44,700
Closed -$1.04M
JMP
4378
DELISTED
JMP Group LLC
JMP
– –
-114,193
Closed -$853K
CNBKA
4379
DELISTED
Century Bancorp Inc/Mass
CNBKA
– –
-186,957
Closed -$21.5M
EBSB
4380
DELISTED
Meridian Bancorp, Inc.
EBSB
– –
-1,829,059
Closed -$38M
XOG
4381
DELISTED
Extraction Oil & Gas, Inc. Common Stock
XOG
– –
-51,200
Closed -$2.89M
CBMB
4382
DELISTED
CBM Bancorp, Inc.
CBMB
– –
-24,905
Closed -$397K
SVBI
4383
DELISTED
Severn Bancorp Inc/MD
SVBI
– –
-14,500
Closed -$182K
RPAI
4384
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
– –
-88,721
Closed -$1.14M
SIC
4385
DELISTED
Select Interior Concepts, Inc. Class A Common Stock
SIC
– –
-259,941
Closed -$3.75M
SLCT
4386
DELISTED
Select Bancorp, Inc.
SLCT
– –
-41,362
Closed -$713K
PMBC
4387
DELISTED
Pacific Mercantile Bancorp
PMBC
– –
-671,102
Closed -$6.18M
TLGT
4388
DELISTED
Teligent, Inc
TLGT
– –
-606,738
Closed -$242K
CSOD
4389
DELISTED
Cornerstone OnDemand, Inc.
CSOD
– –
-317,400
Closed -$18.2M
SBBP
4390
DELISTED
Strongbridge Biopharma plc.
SBBP
– –
-1,371,400
Closed -$2.8M
IEC
4391
DELISTED
IEC Electronics Corp.
IEC
– –
-152,590
Closed -$2.34M
ARD
4392
DELISTED
Ardagh Group S.A. Class A Common Shares
ARD
– –
-881,793
Closed -$22.5M
TRMT
4393
DELISTED
Tremont Mortgage Trust Common Shares of Beneficial Interest
TRMT
– –
-100,500
Closed -$525K
BOCH
4394
DELISTED
Bank of Commerce Holdings (CA)
BOCH
– –
-44,200
Closed -$671K
ALTA
4395
DELISTED
Altabancorp
ALTA
– –
-10,040
Closed -$443K
SRAX
4396
DELISTED
SRAX, Inc. Class A Common Stock
SRAX
– –
-42,400
Closed -$226K
ESTE
4397
DELISTED
Earthstone Energy Inc. Class A Common Stock
ESTE
– –
-97,800
Closed -$900K
IO
4398
DELISTED
ION Geophysical Corporation
IO
– –
-20,192
Closed -$27K
EGLE
4399
DELISTED
Eagle Bulk Shipping Inc.
EGLE
– –
-4,100
Closed -$207K
ATVI
4400
DELISTED
Activision Blizzard
ATVI
– –
-625,098
Closed -$48.4M
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.