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 | |
|---|---|---|---|---|---|---|
1001
Coty
COTY
$2.43B
| $10.7M | 0.01% |
1,355,230
-1,709,694
| -56% | -$14.6M |
|
1002
Vanguard FTSE Developed Markets ETF
VEA
$239B
| $10.6M | 0.01% |
210,700
+143,800
| +215% | +$7.48M |
|
|
TBHC
1003
DELISTED
The Brand House Collective
TBHC
| $10.6M | 0.01% |
553,100
-218,900
| -28% | -$4.32M |
|
1004
Aemetis
AMTX
$126M
| $10.6M | 0.01% |
581,157
-342,492
| -37% | -$3.79M |
|
1005
Moelis & Co
MC
$4.91B
| $10.6M | 0.01% |
171,344
-69,900
| -29% | -$4.19M |
|
1006
VEON
VEON
$3.92B
| $10.6M | 0.01% |
203,833
+73,158
| +56% | +$3.52M |
|
1007
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.12B
| $10.6M | 0.01% |
320,232
-206,368
| -39% | -$6.83M |
|
1008
NNN REIT
NNN
$8.79B
| $10.6M | 0.01% |
245,000
+215,000
| +717% | +$10.1M |
|
|
VIP
1009
Vulcan Infrastructure and Power Inc. Class A Common Stock
VIP
$32.5M
| $10.6M | 0.01% |
+41,428
| New | +$12.7M |
|
1010
Brinker International
EAT
$10.2B
| $10.5M | 0.01% |
214,300
+67,500
| +46% | +$3.67M |
|
1011
First Trust Preferred Securities and Income ETF
FPE
$6.34B
| $10.5M | 0.01% |
510,942
-686,458
| -57% | -$14.2M |
|
|
AGS
1012
DELISTED
PlayAGS
AGS
| $10.5M | 0.01% |
1,329,637
+95
| +0% | +$755 |
|
1013
SEI Investments
SEIC
$12.7B
| $10.5M | 0.01% |
176,526
+129,500
| +275% | +$7.9M |
|
1014
Financial Institutions
FISI
$825M
| $10.5M | 0.01% |
341,000
+100
| +0% | +$3.02K |
|
|
AGEN
1015
Agenus
AGEN
$315M
| $10.4M | 0.01% |
101,371
+97,804
| +2,742% | +$11.1M |
|
1016
Bank OZK
OZK
$5.69B
| $10.4M | 0.01% |
242,497
+32,700
| +16% | +$1.36M |
|
1017
Avient
AVNT
$4.16B
| $10.4M | 0.01% |
224,058
+21,100
| +10% | +$1.01M |
|
1018
Westwood Holdings Group
WHG
$183M
| $10.3M | 0.01% |
544,216
-53,100
| -9% | -$1.15M |
|
|
VIA
1019
DELISTED
Via Renewables, Inc. Class A Common Stock
VIA
| $10.3M | 0.01% |
202,730
-4,460
| -2% | -$247K |
|
1020
Equity Residential
EQR
$24.2B
| $10.3M | 0.01% |
+127,400
| New | +$10.5M |
|
1021
Universal Technical Institute
UTI
$1.41B
| $10.3M | 0.01% |
1,524,468
-108,470
| -7% | -$708K |
|
1022
State Street Utilities Select Sector SPDR ETF
XLU
$22.9B
| $10.3M | 0.01% |
322,000
+192,800
| +149% | +$6.44M |
|
1023
The Joint Corp
JYNT
$119M
| $10.2M | 0.01% |
104,278
+19,000
| +22% | +$1.78M |
|
|
BFS
1024
Saul Centers
BFS
$850M
| $10.2M | 0.01% |
231,874
-6,500
| -3% | -$293K |
|
|
BFIN
1025
DELISTED
BankFinancial
BFIN
| $10.2M | 0.01% |
889,605
-122,100
| -12% | -$1.39M |
|
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.