Jim Simons Renaissance Technologies
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Adobe
ADBE
|
+$649M |
| 2 |
Nike
NKE
|
+$453M |
| 3 |
Tesla
TSLA
|
+$431M |
| 4 |
AstraZeneca
AZN
|
+$389M |
| 5 |
Coca-Cola
KO
|
+$336M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$897M |
| 2 |
ALXN
Alexion Pharmaceuticals
ALXN
|
+$578M |
| 3 |
Moderna
MRNA
|
+$438M |
| 4 |
Apple
AAPL
|
+$417M |
| 5 |
Aon
AON
|
+$386M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 20.4% |
| 2 | Healthcare | 20.27% |
| 3 | Consumer Staples | 11.15% |
| 4 | Consumer Discretionary | 9.81% |
| 5 | Industrials | 8.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
576
Malibu Boats
MBUU
$573M
| $24.9M | 0.03% |
355,601
-178,300
| -33% | -$13.4M |
|
577
NovoCure
NVCR
$2.02B
| $24.9M | 0.03% |
213,975
-12,800
| -6% | -$1.94M |
|
578
Rayonier Advanced Materials
RYAM
$570M
| $24.8M | 0.03% |
3,312,764
-140,400
| -4% | -$966K |
|
579
Piper Sandler
PIPR
$5.54B
| $24.8M | 0.03% |
716,780
-162,400
| -18% | -$5.44M |
|
580
Coherent
COHR
$64B
| $24.7M | 0.03% |
416,464
+230,200
| +124% | +$15M |
|
581
ATN International
ATNI
$491M
| $24.7M | 0.03% |
527,300
-7,900
| -1% | -$358K |
|
582
Sterling Infrastructure
STRL
$16.9B
| $24.7M | 0.03% |
1,088,271
-87,901
| -7% | -$1.96M |
|
583
Southside Bancshares
SBSI
$984M
| $24.6M | 0.03% |
643,446
-43,300
| -6% | -$1.59M |
|
584
Becton Dickinson
BDX
$49.6B
| $24.6M | 0.03% |
102,574
-8,014
| -7% | -$1.97M |
|
|
THS
585
DELISTED
Treehouse Foods
THS
| $24.6M | 0.03% |
616,777
-165,700
| -21% | -$6.77M |
|
|
GLDD
586
DELISTED
Great Lakes Dredge & Dock
GLDD
| $24.5M | 0.03% |
1,624,201
-155,700
| -9% | -$2.31M |
|
587
WSFS Financial
WSFS
$4.17B
| $24.5M | 0.03% |
477,058
-172,631
| -27% | -$7.76M |
|
588
United States Lime & Minerals
USLM
$3.37B
| $24.3M | 0.03% |
1,006,590
-19,000
| -2% | -$529K |
|
589
Edwards Lifesciences
EW
$53.4B
| $24.3M | 0.03% |
214,400
+206,300
| +2,547% | +$23.5M |
|
590
OGE Energy
OGE
$9.71B
| $24.2M | 0.03% |
735,043
+239,100
| +48% | +$8.26M |
|
591
Upwork
UPWK
$1.08B
| $24.2M | 0.03% |
538,000
+304,373
| +130% | +$14.8M |
|
592
TransAlta
TAC
$3.99B
| $24.2M | 0.03% |
2,291,949
-1,087,592
| -32% | -$10.9M |
|
|
XM
593
DELISTED
Qualtrics International Inc. Class A Common Stock
XM
| $24.2M | 0.03% |
566,000
+278,500
| +97% | +$11.8M |
|
|
LSI
594
DELISTED
Life Storage, Inc.
LSI
| $24.1M | 0.03% |
+210,300
| New | +$25M |
|
595
Healthpeak Properties
DOC
$14.3B
| $24.1M | 0.03% |
719,800
+485,400
| +207% | +$17.2M |
|
596
Warner Bros
WBD
$69.6B
| $24M | 0.03% |
946,950
-775,400
| -45% | -$21.8M |
|
597
Regal Rexnord
RRX
$11.4B
| $23.9M | 0.03% |
159,300
-55,800
| -26% | -$8.01M |
|
598
Brown & Brown
BRO
$24B
| $23.9M | 0.03% |
431,800
-39,700
| -8% | -$2.21M |
|
599
Invitation Homes
INVH
$18B
| $23.8M | 0.03% |
+621,083
| New | +$24.9M |
|
|
HIBB
600
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $23.8M | 0.03% |
336,277
-52,600
| -14% | -$4.59M |
|
Similar funds
Jim Simons's Q3 2021 Portfolio in Review
As of Q3 2021, Jim Simons held 4,070 positions worth $77.4B, down 3.3% from $80.1B the previous quarter. Its ten largest holdings account for 12% of the portfolio.
Jim Simons's Q3 2021 filing shows 663 new, 931 increased, 1,797 reduced and 653 closed positions. Its largest new stake was Adobe: 1,030,433 shares worth $593M. The largest sale was Amazon, an estimated $897M.
By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 20% a quarter earlier, followed by Healthcare and Consumer Staples.
- Jim Simons's largest Q3 2021 buy was Adobe: 1,030,433 shares worth $593M.
- Jim Simons added most to Nike in Q3 2021, an estimated $453M increase.
- Jim Simons's biggest Q3 2021 reduction was Moderna, cutting an estimated $438M.
- Jim Simons fully exited Amazon in Q3 2021, selling an estimated $897M.
- Jim Simons's ten largest holdings make up 12% of its $77.4B portfolio in Q3 2021.
- Jim Simons opened 663 new positions and closed 653 in Q3 2021.
- Jim Simons's portfolio value fell 3.3% quarter-over-quarter to $77.4B.
Based on Renaissance Technologies's 13F filing for Q3 2021, filed 12 Nov 2021.