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 | |
|---|---|---|---|---|---|---|
876
H&R Block
HRB
$6.87B
| $13.1M | 0.02% |
525,000
+45,482
| +9% | +$1.13M |
|
|
CALY
877
Callaway Golf Company
CALY
$2.95B
| $13.1M | 0.02% |
+473,700
| New | +$14.4M |
|
|
FL
878
DELISTED
Foot Locker
FL
| $13.1M | 0.02% |
+286,500
| New | +$15.9M |
|
|
BRT
879
BRT Apartments
BRT
$268M
| $13.1M | 0.02% |
677,491
-40,200
| -6% | -$745K |
|
880
Terex
TEX
$7.8B
| $13M | 0.02% |
309,400
+256,817
| +488% | +$12.2M |
|
|
PGRE
881
DELISTED
Paramount Group
PGRE
| $13M | 0.02% |
1,447,500
-64,200
| -4% | -$595K |
|
|
SWAV
882
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $13M | 0.02% |
63,200
-38,500
| -38% | -$7.56M |
|
883
Wendy's
WEN
$1.65B
| $13M | 0.02% |
599,582
-409,200
| -41% | -$9.33M |
|
884
NewMarket
NEU
$8.72B
| $13M | 0.02% |
38,300
-6,700
| -15% | -$2.2M |
|
885
American States Water
AWR
$3.49B
| $13M | 0.02% |
151,649
+27,849
| +22% | +$2.45M |
|
|
BRKL
886
DELISTED
Brookline Bancorp
BRKL
| $13M | 0.02% |
849,643
-128,600
| -13% | -$1.87M |
|
887
Willis Lease Finance
WLFC
$1.21B
| $12.9M | 0.02% |
1,044,537
-42,024
| -4% | -$551K |
|
888
News Corp Class A
NWSA
$15.5B
| $12.9M | 0.02% |
549,900
+348,600
| +173% | +$8.25M |
|
889
ASE Group
ASX
$103B
| $12.9M | 0.02% |
+1,647,885
| New | +$14.3M |
|
|
SNV
890
DELISTED
Synovus
SNV
| $12.9M | 0.02% |
+294,318
| New | +$12.4M |
|
891
Lakeland Industries
LAKE
$119M
| $12.9M | 0.02% |
614,302
-84,800
| -12% | -$1.98M |
|
|
VSTO
892
DELISTED
Vista Outdoor Inc.
VSTO
| $12.9M | 0.02% |
319,500
-302,800
| -49% | -$12.5M |
|
893
Expeditors International
EXPD
$24B
| $12.8M | 0.02% |
+107,116
| New | +$13.4M |
|
894
Nathan's Famous
NATH
$397M
| $12.7M | 0.02% |
208,107
-12,009
| -5% | -$791K |
|
895
Tootsie Roll Industries
TR
$3.05B
| $12.7M | 0.02% |
484,534
+27,923
| +6% | +$787K |
|
896
LivaNova
LIVN
$4.53B
| $12.7M | 0.02% |
+160,294
| New | +$13.2M |
|
897
Unum
UNM
$14.5B
| $12.6M | 0.02% |
+503,800
| New | +$13.3M |
|
898
Spok Holdings
SPOK
$230M
| $12.6M | 0.02% |
1,233,722
-283,049
| -19% | -$2.54M |
|
899
3M
MMM
$94.8B
| $12.6M | 0.02% |
+85,753
| New | +$13.9M |
|
900
Alarm.com
ALRM
$2.72B
| $12.5M | 0.02% |
160,200
-14,200
| -8% | -$1.17M |
|
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.