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 | |
|---|---|---|---|---|---|---|
|
ENZ
951
DELISTED
Enzo Biochem, Inc.
ENZ
| $11.4M | 0.01% |
3,210,064
-49,200
| -2% | -$164K |
|
|
PBPB
952
DELISTED
Potbelly
PBPB
| $11.4M | 0.01% |
1,675,554
-37,400
| -2% | -$260K |
|
953
Vipshop
VIPS
$6.94B
| $11.3M | 0.01% |
1,018,700
-3,921,412
| -79% | -$61.6M |
|
954
iShares 20+ Year Treasury Bond ETF
TLT
$40.8B
| $11.3M | 0.01% |
78,600
+10,855
| +16% | +$1.61M |
|
|
NARI
955
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $11.3M | 0.01% |
139,300
+97,600
| +234% | +$8.2M |
|
956
Knowles
KN
$3.23B
| $11.3M | 0.01% |
602,074
+128,400
| +27% | +$2.51M |
|
|
EGRX
957
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
| $11.3M | 0.01% |
202,279
+5,400
| +3% | +$266K |
|
|
CLDT
958
Chatham Lodging
CLDT
$590M
| $11.3M | 0.01% |
920,975
-132,000
| -13% | -$1.59M |
|
959
Infosys
INFY
$50.3B
| $11.2M | 0.01% |
505,100
+254,060
| +101% | +$5.74M |
|
960
PagerDuty
PD
$876M
| $11.2M | 0.01% |
271,300
-259,700
| -49% | -$11M |
|
|
RVI
961
DELISTED
Retail Value Inc. Common Shares
RVI
| $11.2M | 0.01% |
4,648,277
+153,611
| +3% | +$349K |
|
962
Hamilton Lane
HLNE
$5.69B
| $11.2M | 0.01% |
132,231
-17,117
| -11% | -$1.53M |
|
|
TGB
963
Trekor Metals
TGB
$3.2B
| $11.2M | 0.01% |
5,933,970
-55,193
| -0.9% | -$99.2K |
|
964
Rayonier
RYN
$6.47B
| $11.2M | 0.01% |
345,342
-484,099
| -58% | -$16.2M |
|
965
Gilat Satellite Networks
GILT
$895M
| $11.2M | 0.01% |
1,242,933
+37,925
| +3% | +$371K |
|
|
HCCI
966
DELISTED
Heritage-Crystal Clean, Inc.
HCCI
| $11.2M | 0.01% |
385,500
+1,300
| +0.3% | +$37.2K |
|
967
Dime Commercial Bancshares
DCOM
$1.81B
| $11.2M | 0.01% |
341,474
-16,400
| -5% | -$532K |
|
968
Peapack-Gladstone Financial
PGC
$822M
| $11.2M | 0.01% |
334,220
-2,500
| -0.7% | -$80.5K |
|
969
John B. Sanfilippo & Son
JBSS
$989M
| $11.1M | 0.01% |
136,400
+3,200
| +2% | +$278K |
|
|
LAZR
970
DELISTED
Luminar Technologies
LAZR
| $11.1M | 0.01% |
+47,600
| New | +$12.6M |
|
971
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.33B
| $11.1M | 0.01% |
101,833
-451,367
| -82% | -$49.5M |
|
972
Aecom
ACM
$7.86B
| $11.1M | 0.01% |
176,277
-278,900
| -61% | -$17.8M |
|
973
Old National Bancorp
ONB
$10.4B
| $11.1M | 0.01% |
656,376
+288,100
| +78% | +$4.75M |
|
974
Nature's Sunshine
NATR
$273M
| $11.1M | 0.01% |
756,897
+131,400
| +21% | +$2.21M |
|
975
Brighthouse Financial
BHF
$3.44B
| $11.1M | 0.01% |
245,100
+37,000
| +18% | +$1.67M |
|
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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.