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 | Healthcare | 20.55% |
| 2 | Technology | 20.49% |
| 3 | Consumer Staples | 11.15% |
| 4 | Consumer Discretionary | 9.9% |
| 5 | Industrials | 8.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1551
Eastern Company
EML
$153M
| $4.33M | 0.01% |
171,917
-28,320
| -14% | -$791K |
|
|
SRT
1552
DELISTED
Startek Inc.
SRT
| $4.32M | 0.01% |
784,400
-21,009
| -3% | -$129K |
|
1553
Voya Financial
VOYA
$9.18B
| $4.31M | 0.01% |
+70,200
| New | +$4.47M |
|
1554
Rogers Corp
ROG
$2.55B
| $4.31M | 0.01% |
23,100
-4,000
| -15% | -$787K |
|
1555
First Financial Corp
THFF
$976M
| $4.3M | 0.01% |
102,377
+2,000
| +2% | +$80.2K |
|
1556
Resideo Technologies
REZI
$3.11B
| $4.3M | 0.01% |
173,600
-397,600
| -70% | -$11.6M |
|
1557
Invesco Variable Rate Preferred ETF
VRP
$3.01B
| $4.3M | 0.01% |
163,997
-184,003
| -53% | -$4.85M |
|
1558
Webster Financial
WBS
$12.8B
| $4.29M | 0.01% |
78,831
+71,900
| +1,037% | +$3.58M |
|
|
TRST
1559
Trustco Bank Corp NY
TRST
$978M
| $4.28M | 0.01% |
133,876
+44,400
| +50% | +$1.45M |
|
|
ITIC
1560
Investors Title Co
ITIC
$541M
| $4.27M | 0.01% |
23,400
+100
| +0.4% | +$18K |
|
|
EXPR
1561
DELISTED
Express, Inc.
EXPR
| $4.27M | 0.01% |
45,247
-37,850
| -46% | -$4.17M |
|
1562
Gorman-Rupp
GRC
$2.14B
| $4.26M | 0.01% |
118,900
-19,400
| -14% | -$688K |
|
|
CVLY
1563
DELISTED
Codorus Valley Bancorp Inc
CVLY
| $4.25M | 0.01% |
188,605
-8,000
| -4% | -$176K |
|
1564
Rapid7
RPD
$868M
| $4.25M | 0.01% |
+37,596
| New | +$4.26M |
|
1565
Hanmi Financial
HAFC
$963M
| $4.25M | 0.01% |
211,780
+22,200
| +12% | +$411K |
|
1566
LGI Homes
LGIH
$1.39B
| $4.24M | 0.01% |
+29,900
| New | +$4.72M |
|
1567
WillScot Mobile Mini Holdings
WSC
$4.34B
| $4.24M | 0.01% |
133,694
-152,200
| -53% | -$4.4M |
|
1568
BJ's Restaurants
BJRI
$1.44B
| $4.24M | 0.01% |
101,429
+52,500
| +107% | +$2.2M |
|
|
VRS
1569
DELISTED
Verso Corporation
VRS
| $4.22M | 0.01% |
203,500
+76,200
| +60% | +$1.47M |
|
|
ALPN
1570
DELISTED
Alpine Immune Sciences Inc
ALPN
| $4.22M | 0.01% |
395,594
-3,400
| -0.9% | -$31.3K |
|
1571
Pearson
PSO
$9.72B
| $4.2M | 0.01% |
434,500
+188,700
| +77% | +$2.05M |
|
1572
Brookfield Infrastructure
BIPC
$4.97B
| $4.2M | 0.01% |
105,000
+83,550
| +390% | +$3.66M |
|
1573
Sun Life Financial
SLF
$45.1B
| $4.19M | 0.01% |
81,500
+16,200
| +25% | +$833K |
|
|
CPLG
1574
DELISTED
CorePoint Lodging Inc. Common Stock
CPLG
| $4.19M | 0.01% |
270,168
+104,568
| +63% | +$1.44M |
|
1575
Lloyds Banking Group
LYG
$90.1B
| $4.19M | 0.01% |
1,708,800
+966,554
| +130% | +$2.37M |
|
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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 Healthcare at 21% of assets, up from 20% a quarter earlier, followed by Technology 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.