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 |
Roblox
RBLX
|
+$524M |
| 2 |
JPMorgan Chase
JPM
|
+$515M |
| 3 |
Amazon
AMZN
|
+$505M |
| 4 |
AT&T
T
|
+$450M |
| 5 |
Coinbase
COIN
|
+$389M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$836M |
| 2 |
Advanced Micro Devices
AMD
|
+$706M |
| 3 |
Adobe
ADBE
|
+$597M |
| 4 |
Qualcomm
QCOM
|
+$508M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
726
Invesco Senior Loan ETF
BKLN
$6.76B
| $19.7M | 0.02% |
892,155
+77,791
| +10% | +$1.72M |
|
727
Packaging Corp of America
PKG
$22.9B
| $19.6M | 0.02% |
143,800
+65,000
| +82% | +$8.74M |
|
728
Allegion
ALLE
$14.2B
| $19.6M | 0.02% |
147,800
+61,700
| +72% | +$8.07M |
|
729
Trane Technologies
TT
$105B
| $19.6M | 0.02% |
96,768
-231,100
| -70% | -$43.5M |
|
730
Shenandoah Telecom
SHEN
$744M
| $19.5M | 0.02% |
765,694
-99,300
| -11% | -$2.79M |
|
731
Full Truck Alliance
YMM
$9.2B
| $19.5M | 0.02% |
+2,324,757
| New | +$30.7M |
|
732
CVS Health
CVS
$121B
| $19.4M | 0.02% |
187,900
-126,472
| -40% | -$11.7M |
|
733
Huntsman Corp
HUN
$1.81B
| $19.4M | 0.02% |
554,900
+217,200
| +64% | +$7.09M |
|
734
Materion
MTRN
$5.88B
| $19.3M | 0.02% |
210,407
-13,804
| -6% | -$1.15M |
|
735
WEC Energy
WEC
$35.9B
| $19.3M | 0.02% |
199,002
-325,475
| -62% | -$29.8M |
|
736
HealthStream
HSTM
$849M
| $19.3M | 0.02% |
732,426
-9,174
| -1% | -$243K |
|
737
iShares Core MSCI Emerging Markets ETF
IEMG
$159B
| $19.3M | 0.02% |
+321,900
| New | +$19.9M |
|
|
BBBY
738
Bed Bath & Beyond
BBBY
$423M
| $19.2M | 0.02% |
+358,710
| New | +$27.1M |
|
|
CEI
739
DELISTED
Camber Energy, Inc
CEI
| $19.2M | 0.02% |
+452,348
| New | +$29.1M |
|
|
AVTA
740
DELISTED
Avantax, Inc. Common Stock
AVTA
| $19.2M | 0.02% |
1,106,700
-307,196
| -22% | -$5.21M |
|
741
Dover
DOV
$27.8B
| $19.1M | 0.02% |
105,300
-57,500
| -35% | -$9.76M |
|
742
Lockheed Martin
LMT
$138B
| $19.1M | 0.02% |
53,800
-46,300
| -46% | -$16M |
|
743
Alpha and Omega Semiconductor
AOSL
$916M
| $19M | 0.02% |
314,388
-155,212
| -33% | -$6.72M |
|
744
KNOT Offshore Partners
KNOP
$366M
| $19M | 0.02% |
1,424,017
+189,100
| +15% | +$3.18M |
|
745
The RMR Group
RMR
$346M
| $19M | 0.02% |
547,016
-36,000
| -6% | -$1.25M |
|
746
Ooma
OOMA
$574M
| $18.9M | 0.02% |
927,003
-146,900
| -14% | -$2.99M |
|
|
PFC
747
DELISTED
Premier Financial Corp. Common Stock
PFC
| $18.9M | 0.02% |
610,404
-98,010
| -14% | -$3.08M |
|
|
DOCU
748
DocuSign
DOCU
$12.2B
| $18.8M | 0.02% |
123,500
-897,000
| -88% | -$205M |
|
749
First Trust Preferred Securities and Income ETF
FPE
$6.34B
| $18.8M | 0.02% |
924,100
+413,158
| +81% | +$8.42M |
|
750
Argan
AGX
$7.84B
| $18.7M | 0.02% |
483,799
-10,297
| -2% | -$430K |
|
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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.