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 | |
|---|---|---|---|---|---|---|
101
Allison Transmission
ALSN
$10.3B
| $153M | 0.2% |
4,325,619
-286,900
| -6% | -$10.9M |
|
102
Southern Company
SO
$106B
| $152M | 0.2% |
2,446,100
+938,769
| +62% | +$60.4M |
|
103
FirstService
FSV
$6.3B
| $151M | 0.2% |
837,293
-27,700
| -3% | -$5.12M |
|
104
New York Times
NYT
$10.3B
| $149M | 0.19% |
3,034,242
-253,400
| -8% | -$12M |
|
105
Rogers Communications
RCI
$19.1B
| $149M | 0.19% |
3,200,022
-21,700
| -0.7% | -$1.09M |
|
106
Chunghwa Telecom
CHT
$32.9B
| $148M | 0.19% |
3,777,869
-59,800
| -2% | -$2.44M |
|
107
Public Storage
PSA
$60.7B
| $147M | 0.19% |
495,794
+182,034
| +58% | +$57.1M |
|
108
Alkermes
ALKS
$8.26B
| $146M | 0.19% |
4,744,482
-534,131
| -10% | -$15.1M |
|
109
Zoetis
ZTS
$31.1B
| $145M | 0.19% |
745,100
+561,631
| +306% | +$113M |
|
110
Parker-Hannifin
PH
$134B
| $142M | 0.18% |
508,250
+234,436
| +86% | +$69.7M |
|
111
Ubiquiti
UI
$34.7B
| $141M | 0.18% |
472,182
-31,800
| -6% | -$9.83M |
|
112
Quest Diagnostics
DGX
$26.2B
| $141M | 0.18% |
967,300
+779,000
| +414% | +$114M |
|
113
Usana Health Sciences
USNA
$254M
| $140M | 0.18% |
1,518,700
-26,700
| -2% | -$2.57M |
|
114
Sprouts Farmers Market
SFM
$7.87B
| $137M | 0.18% |
5,894,120
+166,200
| +3% | +$4.05M |
|
115
Macy's
M
$6.45B
| $134M | 0.17% |
5,933,464
+1,914,700
| +48% | +$38.3M |
|
116
Agnico Eagle Mines
AEM
$92B
| $133M | 0.17% |
2,568,815
+725,700
| +39% | +$42.2M |
|
117
Neurocrine Biosciences
NBIX
$16.5B
| $130M | 0.17% |
1,355,964
+113,241
| +9% | +$10.7M |
|
118
Dr. Reddy's Laboratories
RDY
$10.4B
| $130M | 0.17% |
9,941,690
-84,000
| -0.8% | -$1.12M |
|
119
Altria Group
MO
$109B
| $127M | 0.16% |
2,782,655
-101,300
| -4% | -$4.89M |
|
120
Nomad Foods
NOMD
$1.59B
| $126M | 0.16% |
4,581,879
-247,900
| -5% | -$6.73M |
|
121
Workiva
WK
$3.76B
| $126M | 0.16% |
890,400
-267,000
| -23% | -$36.2M |
|
122
NIO
NIO
$11.6B
| $125M | 0.16% |
3,520,232
-1,773,668
| -34% | -$72.9M |
|
123
Campbell Soup
CPB
$6.78B
| $125M | 0.16% |
2,989,468
-48,975
| -2% | -$2.13M |
|
124
DoorDash
DASH
$91.9B
| $124M | 0.16% |
601,000
+551,700
| +1,119% | +$106M |
|
125
Etsy
ETSY
$7.29B
| $123M | 0.16% |
593,177
-1,170,004
| -66% | -$237M |
|
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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.