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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
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
GEN icon
526
Gen Digital
GEN
$17.7B
$29.3M 0.04%
1,126,442
-2,554,596
-69% -$64.6M
SLF icon
527
Sun Life Financial
SLF
$44.8B
$29.2M 0.04%
525,100
+443,600
+544% +$24.5M
CMRC
528
Commerce.com Inc Series 1
CMRC
$184M
$29.2M 0.04%
+826,300
New +$38.9M
BDX icon
529
Becton Dickinson
BDX
$49.6B
$29.2M 0.04%
119,076
+16,502
+16% +$3.95M
AHRT
530
AH Realty Trust
AHRT
$506M
$29.2M 0.04%
1,915,661
-76,548
-4% -$1.1M
ALX
531
Alexander's
ALX
$1.4B
$29M 0.04%
111,514
-4,584
-4% -$1.23M
COTY icon
532
Coty
COTY
$2.42B
$29M 0.04%
2,763,030
+1,407,800
+104% +$13.2M
SFIX
533
Stitch Fix
SFIX
$487M
$28.9M 0.04%
1,529,270
+1,180,025
+338% +$33.8M
MSEX icon
534
Middlesex Water
MSEX
$1.11B
$28.9M 0.04%
240,100
-31,600
-12% -$3.36M
RJF icon
535
Raymond James Financial
RJF
$34.8B
$28.9M 0.04%
287,662
+4,500
+2% +$445K
STN icon
536
Stantec
STN
$8.44B
$28.8M 0.04%
512,300
+91,700
+22% +$4.96M
OLP
537
One Liberty Properties
OLP
$537M
$28.7M 0.04%
814,629
-29,800
-4% -$987K
TCX icon
538
Tucows
TCX
$134M
$28.7M 0.04%
342,511
-13,240
-4% -$1.11M
HSIC icon
539
Henry Schein
HSIC
$10B
$28.7M 0.04%
369,712
-58,200
-14% -$4.45M
OLN icon
540
Olin
OLN
$2.17B
$28.4M 0.04%
494,400
-195,300
-28% -$10.9M
PAAS icon
541
Pan American Silver
PAAS
$19.9B
$28.4M 0.04%
1,138,504
-375,200
-25% -$9.45M
TDC icon
542
Teradata
TDC
$2.57B
$28.4M 0.04%
668,600
-148,400
-18% -$7.32M
TSCO icon
543
Tractor Supply
TSCO
$18.8B
$28.4M 0.04%
594,465
+542,465
+1,043% +$23.7M
NFBK
544
DELISTED
Northfield Bancorp
NFBK
$28.4M 0.04%
1,754,951
+38,500
+2% +$665K
OWL icon
545
Blue Owl Capital
OWL
$19.7B
$28.3M 0.04%
1,898,700
+1,838,600
+3,059% +$29M
HAS icon
546
Hasbro
HAS
$13.6B
$28M 0.03%
274,900
+88,600
+48% +$8.51M
IPGP icon
547
IPG Photonics
IPGP
$3.57B
$28M 0.03%
162,400
+70,700
+77% +$11.7M
HEI.A icon
548
HEICO Corp Class A
HEI.A
$38.1B
$27.8M 0.03%
216,484
-86,789
-29% -$11M
GPC icon
549
Genuine Parts
GPC
$18.7B
$27.8M 0.03%
198,300
+120,100
+154% +$15.9M
DAVA icon
550
Endava
DAVA
$167M
$27.8M 0.03%
165,463
+8,200
+5% +$1.27M
20 21
22
23 24

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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.