We are live on ! Find out more
Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+10.31%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$80.1B
AUM Growth
-$274M
Cap. Flow
-$5.63B
Cap. Flow %
-7.02%
Top 10 Hldgs %
12.21%
Holding
3,960
New
701
Increased
982
Reduced
1,699
Closed
551

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$814M
2
NVDA icon
NVIDIA
NVDA
+$448M
3
MSFT icon
Microsoft
MSFT
+$394M
4
AAPL icon
Apple
AAPL
+$368M
5
JNJ icon
Johnson & Johnson
JNJ
+$288M

Top Sells

Rank Stock Value
1
BIDU icon
Baidu
BIDU
+$616M
2
TSLA icon
Tesla
TSLA
+$406M
3
PANW icon
Palo Alto Networks
PANW
+$400M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$394M
5
T icon
AT&T
T
+$389M

Sector Composition

Rank Sector Weight
1 Healthcare 20.33%
2 Technology 19.76%
3 Consumer Discretionary 10.63%
4 Consumer Staples 10.6%
5 Communication Services 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FMNB icon
1651
Farmers National Banc Corp
FMNB
$972M
$4.87M 0.01%
313,684
-24,300
-7% -$408K
MCHB
1652
Mechanics Bancorp
MCHB
$3.79B
$4.85M 0.01%
119,000
-64,012
-35% -$2.76M
CWB icon
1653
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.76B
$4.83M 0.01%
55,700
-7,066
-11% -$597K
BSQR
1654
DELISTED
BSQUARE Corporation
BSQR
$4.83M 0.01%
1,012,682
+851
+0.1% +$2.25K
IMBI
1655
DELISTED
iMedia Brands, Inc. Class A Common Stock
IMBI
$4.83M 0.01%
599,758
+82,500
+16% +$667K
WWW icon
1656
Wolverine World Wide
WWW
$1.72B
$4.83M 0.01%
+143,500
New +$5.44M
WWD icon
1657
Woodward
WWD
$21.6B
$4.83M 0.01%
+39,263
New +$4.83M
BSCL
1658
DELISTED
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
$4.82M 0.01%
228,594
+192,096
+526% +$4.06M
AGG icon
1659
iShares Core US Aggregate Bond ETF
AGG
$138B
$4.82M 0.01%
+41,800
New +$4.79M
OCDX
1660
DELISTED
Ortho Clinical Diagnostics Holdings plc Ordinary Shares
OCDX
$4.8M 0.01%
+224,300
New +$4.56M
XNCR icon
1661
Xencor
XNCR
$1.68B
$4.8M 0.01%
139,100
+66,800
+92% +$2.65M
OTRK
1662
DELISTED
Ontrak
OTRK
$4.78M 0.01%
+1,633
New +$4.72M
IWO icon
1663
iShares Russell 2000 Growth ETF
IWO
$15.1B
$4.77M 0.01%
15,300
-2,700
-15% -$812K
GRC icon
1664
Gorman-Rupp
GRC
$2.12B
$4.76M 0.01%
138,300
-43,500
-24% -$1.51M
DLHC icon
1665
DLH Holdings
DLHC
$67.7M
$4.75M 0.01%
406,468
-38,596
-9% -$427K
RGP icon
1666
Resources Connection
RGP
$145M
$4.75M 0.01%
330,543
+58,642
+22% +$847K
CUZ icon
1667
Cousins Properties
CUZ
$4.9B
$4.75M 0.01%
+129,031
New +$4.75M
RFIL icon
1668
RF Industries
RFIL
$147M
$4.75M 0.01%
636,051
-41,200
-6% -$291K
MFGP
1669
DELISTED
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
$4.74M 0.01%
629,065
-463,300
-42% -$3.32M
HE icon
1670
Hawaiian Electric Industries
HE
$2.05B
$4.72M 0.01%
+111,600
New +$4.83M
UPLD icon
1671
Upland Software
UPLD
$17.2M
$4.71M 0.01%
11,452
+1,730
+18% +$761K
GBIL icon
1672
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.59B
$4.71M 0.01%
47,000
-95,200
-67% -$9.53M
PLOW icon
1673
Douglas Dynamics
PLOW
$974M
$4.7M 0.01%
115,600
+73,000
+171% +$3.2M
FUBO icon
1674
FuboTV Inc
FUBO
$301M
$4.7M 0.01%
+12,196
New +$3.48M
GNE icon
1675
Genie Energy
GNE
$385M
$4.7M 0.01%
743,285
-100
-0% -$613
65 66
67
68 69

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Jim Simons's Q2 2021 Portfolio in Review

As of Q2 2021, Jim Simons held 3,960 positions worth $80.1B, down 0.34% from $80.4B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons withdrew a net $5.63B in Q2 2021, closing 551 positions and reducing 1,699 holdings. Its most notable exit was AT&T, an estimated $389M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 20% of assets, up from 20% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Jim Simons opened a new position in Caterpillar worth $227M.

  • Jim Simons's largest Q2 2021 buy was Caterpillar: 1,042,778 shares worth $227M.
  • Jim Simons added most to Amazon in Q2 2021, an estimated $814M increase.
  • Jim Simons's biggest Q2 2021 reduction was Baidu, cutting an estimated $616M.
  • Jim Simons fully exited AT&T in Q2 2021, selling an estimated $389M.
  • Jim Simons's ten largest holdings make up 12% of its $80.1B portfolio in Q2 2021.
  • Jim Simons opened 701 new positions and closed 551 in Q2 2021.
  • Jim Simons's portfolio value fell 0.34% quarter-over-quarter to $80.1B.

Based on Renaissance Technologies's 13F filing for Q2 2021, filed 13 Aug 2021.