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 |
Roblox
RBLX
|
+$524M |
| 2 |
JPMorgan Chase
JPM
|
+$515M |
| 3 |
Amazon
AMZN
|
+$505M |
| 4 |
AT&T
T
|
+$450M |
| 5 |
Coinbase
COIN
|
+$389M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$836M |
| 2 |
Advanced Micro Devices
AMD
|
+$706M |
| 3 |
Adobe
ADBE
|
+$597M |
| 4 |
Qualcomm
QCOM
|
+$508M |
| 5 |
Nike
NKE
|
+$442M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 19.55% |
| 2 | Technology | 17.69% |
| 3 | Consumer Staples | 10.26% |
| 4 | Consumer Discretionary | 9.97% |
| 5 | Financials | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
QQQH
1901
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
$387M
| $2.79M | ﹤0.01% |
49,950
+2,977
| +6% | +$167K |
|
1902
AmeriServ Financial
ASRV
$85M
| $2.79M | ﹤0.01% |
721,629
-20,203
| -3% | -$78.1K |
|
1903
Reynolds Consumer Products
REYN
$5.53B
| $2.78M | ﹤0.01% |
+88,500
| New | +$2.58M |
|
1904
Sportsman's Warehouse
SPWH
$46.4M
| $2.78M | ﹤0.01% |
235,400
+5,400
| +2% | +$84.8K |
|
1905
iShares Russell 3000 ETF
IWV
$20.5B
| $2.77M | ﹤0.01% |
10,000
+7,000
| +233% | +$1.9M |
|
|
SRC
1906
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $2.77M | ﹤0.01% |
57,480
-9,300
| -14% | -$443K |
|
|
FRG
1907
DELISTED
Franchise Group, Inc.
FRG
| $2.77M | ﹤0.01% |
53,100
-63,700
| -55% | -$2.86M |
|
1908
Loews
L
$23.1B
| $2.77M | ﹤0.01% |
47,900
-133,900
| -74% | -$7.6M |
|
1909
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.97B
| $2.76M | ﹤0.01% |
+90,204
| New | +$2.76M |
|
1910
Ingevity
NGVT
$2.64B
| $2.75M | ﹤0.01% |
38,400
-57,400
| -60% | -$4.37M |
|
1911
Ascent Industries
ACNT
$136M
| $2.75M | ﹤0.01% |
167,500
+35,006
| +26% | +$454K |
|
1912
Jackson Financial
JXN
$9.17B
| $2.75M | ﹤0.01% |
+65,700
| New | +$2.15M |
|
|
ESMT
1913
DELISTED
EngageSmart, Inc.
ESMT
| $2.75M | ﹤0.01% |
+113,800
| New | +$3.14M |
|
1914
Princeton Bancorp
BPRN
$296M
| $2.74M | ﹤0.01% |
93,323
+11,700
| +14% | +$350K |
|
|
HNP
1915
DELISTED
Huaneng Power Intl, Inc.
HNP
| $2.73M | ﹤0.01% |
103,500
-2,400
| -2% | -$49.3K |
|
|
MFA
1916
MFA Financial
MFA
$926M
| $2.72M | ﹤0.01% |
149,250
-77,300
| -34% | -$1.41M |
|
1917
Standex International
SXI
$4.01B
| $2.71M | ﹤0.01% |
24,500
+6,600
| +37% | +$717K |
|
1918
Aware
AWRE
$26.4M
| $2.7M | ﹤0.01% |
858,121
-405
| -0% | -$1.39K |
|
|
PDCO
1919
DELISTED
Patterson Companies, Inc.
PDCO
| $2.7M | ﹤0.01% |
92,004
-202,720
| -69% | -$6.35M |
|
|
AERI
1920
DELISTED
Aerie Pharmaceuticals
AERI
| $2.7M | ﹤0.01% |
384,310
+62,600
| +19% | +$655K |
|
1921
Teck Resources
TECK
$31.2B
| $2.69M | ﹤0.01% |
+93,561
| New | +$2.57M |
|
1922
Heritage Insurance Holdings
HRTG
$1.01B
| $2.69M | ﹤0.01% |
458,199
+147,468
| +47% | +$972K |
|
|
CD
1923
DELISTED
Chindata Group Holdings Limited American Depositary Shares
CD
| $2.68M | ﹤0.01% |
406,300
-258,963
| -39% | -$2.22M |
|
1924
abrdn Physical Gold Shares ETF
SGOL
$7.47B
| $2.67M | ﹤0.01% |
+152,300
| New | +$2.63M |
|
1925
Immersion
IMMR
$249M
| $2.67M | ﹤0.01% |
467,770
-212,443
| -31% | -$1.4M |
|
Similar funds
Jim Simons's Q4 2021 Portfolio in Review
As of Q4 2021, Jim Simons held 4,407 positions worth $80.4B, up 3.8% from $77.4B the previous quarter. Its ten largest holdings account for 12% of the portfolio.
Jim Simons's Q4 2021 filing shows 984 new, 1,222 increased, 1,628 reduced and 545 closed positions. Its largest new stake was Amazon: 2,953,100 shares worth $492M. The largest sale was NVIDIA, an estimated $836M.
By sector, the portfolio is most concentrated in Healthcare at 20% of assets, down from 21% a quarter earlier, followed by Technology and Consumer Staples.
- Jim Simons's largest Q4 2021 buy was Amazon: 2,953,100 shares worth $492M.
- Jim Simons added most to Roblox in Q4 2021, an estimated $524M increase.
- Jim Simons's biggest Q4 2021 reduction was NVIDIA, cutting an estimated $836M.
- Jim Simons fully exited Advanced Micro Devices in Q4 2021, selling an estimated $706M.
- Jim Simons's ten largest holdings make up 12% of its $80.4B portfolio in Q4 2021.
- Jim Simons opened 984 new positions and closed 545 in Q4 2021.
- Jim Simons's portfolio value rose 3.8% quarter-over-quarter to $80.4B.
Based on Renaissance Technologies's 13F filing for Q4 2021, filed 11 Feb 2022.