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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
+6.42%
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
$80.4B
AUM Growth
+$2.95B
Cap. Flow
-$95.7M
Cap. Flow %
-0.12%
Top 10 Hldgs %
11.6%
Holding
4,407
New
984
Increased
1,222
Reduced
1,628
Closed
545

Top Buys

Rank Stock Value
1
RBLX icon
Roblox
RBLX
+$524M
2
JPM icon
JPMorgan Chase
JPM
+$515M
3
AMZN icon
Amazon
AMZN
+$505M
4
T icon
AT&T
T
+$450M
5
COIN icon
Coinbase
COIN
+$389M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$836M
2
AMD icon
Advanced Micro Devices
AMD
+$706M
3
ADBE icon
Adobe
ADBE
+$597M
4
QCOM icon
Qualcomm
QCOM
+$508M
5
NKE icon
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
HLX icon
2401
Helix Energy Solutions
HLX
$1.54B
$1.44M ﹤0.01%
461,055
+299,825
+186% +$1.11M
NOVN
2402
DELISTED
Novan, Inc. Common Stock
NOVN
$1.44M ﹤0.01%
+344,372
New +$2.06M
BCEL
2403
DELISTED
Atreca, Inc. Class A Common Stock
BCEL
$1.43M ﹤0.01%
473,400
+339,694
+254% +$1.59M
USRT icon
2404
iShares Core US REIT ETF
USRT
$4.64B
$1.43M ﹤0.01%
21,200
+6,600
+45% +$420K
AKO.A icon
2405
Embotelladora Andina Series A
AKO.A
$3.75B
$1.43M ﹤0.01%
136,600
-7,000
-5% -$74.4K
RCM
2406
DELISTED
R1 RCM Inc. Common Stock
RCM
$1.43M ﹤0.01%
56,098
-282,432
-83% -$6.77M
GPRE icon
2407
Green Plains
GPRE
$1.09B
$1.42M ﹤0.01%
40,943
-43,399
-51% -$1.61M
CDR
2408
DELISTED
Cedar Realty Trust, Inc
CDR
$1.41M ﹤0.01%
56,327
-20,600
-27% -$465K
ATIP
2409
DELISTED
ATI Physical Therapy, Inc.
ATIP
$1.41M ﹤0.01%
8,342
+7,098
+571% +$1.2M
PGX icon
2410
Invesco Preferred ETF
PGX
$3.77B
$1.41M ﹤0.01%
+94,171
New +$1.4M
IYH icon
2411
iShares US Healthcare ETF
IYH
$3.75B
$1.41M ﹤0.01%
23,500
+12,000
+104% +$686K
AKBA icon
2412
Akebia Therapeutics
AKBA
$242M
$1.41M ﹤0.01%
623,027
-326,900
-34% -$891K
CRNT icon
2413
Ceragon Networks
CRNT
$200M
$1.4M ﹤0.01%
544,042
+286,442
+111% +$862K
MMX
2414
DELISTED
Maverix Metals Inc. Common Shares
MMX
$1.4M ﹤0.01%
321,900
-89,647
-22% -$422K
XLG icon
2415
Invesco S&P 500 Top 50 ETF
XLG
$11B
$1.4M ﹤0.01%
38,000
+16,000
+73% +$570K
RPT
2416
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
$1.4M ﹤0.01%
104,842
-150,459
-59% -$2.02M
CYBE
2417
DELISTED
Cyberoptics Corp
CYBE
$1.4M ﹤0.01%
30,153
+5,353
+22% +$224K
KYNB
2418
Kyntra Bio
KYNB
$28.5M
$1.4M ﹤0.01%
3,964
-4,382
-53% -$1.36M
CVR icon
2419
Chicago Rivet & Machine Co
CVR
$9.98M
$1.4M ﹤0.01%
53,110
-2,200
-4% -$58K
DGRO icon
2420
iShares Core Dividend Growth ETF
DGRO
$43.8B
$1.4M ﹤0.01%
25,100
-14,300
-36% -$763K
BCAB icon
2421
BioAtla
BCAB
$5.13M
$1.39M ﹤0.01%
+1,418
New +$1.81M
FPXI icon
2422
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$301M
$1.39M ﹤0.01%
+24,100
New +$1.51M
GFED
2423
DELISTED
Guaranty Federal Bancshares In
GFED
$1.39M ﹤0.01%
42,700
+1,900
+5% +$54.7K
BUD icon
2424
AB InBev
BUD
$157B
$1.39M ﹤0.01%
+22,900
New +$1.33M
RVMD icon
2425
Revolution Medicines
RVMD
$43.7B
$1.39M ﹤0.01%
+55,100
New +$1.55M
95 96
97
98 99

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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.