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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 19.96%
2 Technology 19.63%
3 Consumer Staples 10.59%
4 Consumer Discretionary 10.5%
5 Communication Services 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PMD
2051
DELISTED
Psychemedics Corporation
PMD
$2.67M ﹤0.01%
384,340
-29,320
-7% -$205K
LPTH icon
2052
Lightpath Technologies
LPTH
$824M
$2.67M ﹤0.01%
1,052,625
-493,690
-32% -$1.31M
MTUM icon
2053
iShares MSCI USA Momentum Factor ETF
MTUM
$26.1B
$2.67M ﹤0.01%
+15,400
New +$2.61M
INSE icon
2054
Inspired Entertainment
INSE
$163M
$2.67M ﹤0.01%
209,442
+44,100
+27% +$443K
TTOO
2055
DELISTED
T2 Biosystems, Inc
TTOO
$2.66M ﹤0.01%
447
+312
+231% +$2.01M
ADAM
2056
Adamas Trust
ADAM
$913M
$2.66M ﹤0.01%
+148,825
New +$2.71M
VWTR
2057
DELISTED
Vidler Water Resouces, Inc. Common Stock
VWTR
$2.66M ﹤0.01%
200,100
-119,831
-37% -$1.23M
SCTL
2058
DELISTED
Societal CDMO, Inc. Common Stock
SCTL
$2.66M ﹤0.01%
1,150,273
-76,102
-6% -$193K
COKE icon
2059
Coca-Cola Consolidated
COKE
$12.6B
$2.65M ﹤0.01%
66,000
-40,270
-38% -$1.42M
ELP
2060
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
$2.65M ﹤0.01%
+573,975
New +$2.63M
TCRR
2061
DELISTED
TCR2 Therapeutics Inc. Common Stock
TCRR
$2.65M ﹤0.01%
161,400
+12,900
+9% +$261K
APR
2062
DELISTED
Apria, Inc. Common Stock
APR
$2.65M ﹤0.01%
+94,467
New +$2.77M
GIL icon
2063
Gildan
GIL
$10.6B
$2.64M ﹤0.01%
71,600
-199,900
-74% -$6.99M
DMTK
2064
DELISTED
DermTech, Inc. Common Stock
DMTK
$2.63M ﹤0.01%
63,300
-100,300
-61% -$4.12M
ZEUS
2065
DELISTED
Olympic Steel
ZEUS
$2.63M ﹤0.01%
89,500
-50,200
-36% -$1.58M
BY icon
2066
Byline Bancorp
BY
$1.78B
$2.63M ﹤0.01%
116,171
-78,605
-40% -$1.76M
CASS icon
2067
Cass Information Systems
CASS
$742M
$2.62M ﹤0.01%
64,385
+16,325
+34% +$735K
TLH icon
2068
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
$2.62M ﹤0.01%
17,800
-31,500
-64% -$4.52M
TREC
2069
DELISTED
Trecora Resources
TREC
$2.62M ﹤0.01%
314,419
+104,434
+50% +$840K
DNB
2070
DELISTED
Dun & Bradstreet
DNB
$2.61M ﹤0.01%
+122,300
New +$2.74M
LEJU
2071
DELISTED
Leju Holdings Limited American Depositary Shares, each representing ten (10) Ordinary Shares
LEJU
$2.61M ﹤0.01%
131,285
-13,101
-9% -$279K
FCCO icon
2072
First Community Corp
FCCO
$321M
$2.61M ﹤0.01%
129,033
+4,464
+4% +$86.8K
SCHZ icon
2073
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$2.6M ﹤0.01%
95,064
-151,136
-61% -$4.1M
FNHC
2074
DELISTED
FedNat Holding Company Common Stock
FNHC
$2.59M ﹤0.01%
624,261
-242,946
-28% -$1.1M
CERT icon
2075
Certara
CERT
$1.22B
$2.59M ﹤0.01%
+91,300
New +$2.54M
81 82
83
84 85

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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 19% a quarter earlier, followed by Technology and Consumer Staples.

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.