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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
+1.23%
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
$77.4B
AUM Growth
-$2.68B
Cap. Flow
-$1.24B
Cap. Flow %
-1.6%
Top 10 Hldgs %
12.38%
Holding
4,070
New
663
Increased
931
Reduced
1,797
Closed
653

Top Buys

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$649M
2
NKE icon
Nike
NKE
+$453M
3
TSLA icon
Tesla
TSLA
+$431M
4
AZN icon
AstraZeneca
AZN
+$389M
5
KO icon
Coca-Cola
KO
+$336M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$897M
2
ALXN
Alexion Pharmaceuticals
ALXN
+$578M
3
MRNA icon
Moderna
MRNA
+$438M
4
AAPL icon
Apple
AAPL
+$417M
5
AON icon
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
UBP
2451
DELISTED
Urstadt Biddle Properties Inc.
UBP
$1.2M ﹤0.01%
70,200
-1,700
-2% -$28.1K
SBGI icon
2452
Sinclair Inc
SBGI
$1.07B
$1.19M ﹤0.01%
37,700
+4,729
+14% +$139K
TCON
2453
DELISTED
TRACON Pharmaceuticals, Inc. Common Stock
TCON
$1.19M ﹤0.01%
15,349
+6,672
+77% +$565K
EBIX
2454
DELISTED
Ebix Inc
EBIX
$1.19M ﹤0.01%
+44,080
New +$1.29M
RAPT
2455
DELISTED
RAPT Therapeutics
RAPT
$1.19M ﹤0.01%
+4,775
New +$1.26M
XNET
2456
Xunlei
XNET
$334M
$1.18M ﹤0.01%
413,862
+274,562
+197% +$977K
DCPH
2457
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
$1.18M ﹤0.01%
+34,800
New +$1.11M
PEBK icon
2458
Peoples Bancorp of North Carolina
PEBK
$239M
$1.18M ﹤0.01%
41,586
-17,106
-29% -$472K
BOTZ icon
2459
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.58B
$1.18M ﹤0.01%
+32,200
New +$1.16M
NWBI icon
2460
Northwest Bancshares
NWBI
$2.31B
$1.18M ﹤0.01%
88,614
-136,000
-61% -$1.79M
GLTR icon
2461
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.69B
$1.17M ﹤0.01%
+13,570
New +$1.26M
MLSS icon
2462
Milestone Scientific
MLSS
$43.8M
$1.17M ﹤0.01%
626,094
-315,434
-34% -$583K
DYNT
2463
DELISTED
Dynatronics Corp
DYNT
$1.17M ﹤0.01%
160,233
+16,320
+11% +$106K
GLOP
2464
DELISTED
GASLOG PARTNERS LP
GLOP
$1.17M ﹤0.01%
241,711
-958,059
-80% -$4.14M
APR
2465
DELISTED
Apria, Inc. Common Stock
APR
$1.17M ﹤0.01%
31,400
-63,067
-67% -$2.08M
SPRY icon
2466
ARS Pharmaceuticals
SPRY
$561M
$1.16M ﹤0.01%
+116,600
New +$2.88M
FTEC icon
2467
Fidelity MSCI Information Technology Index ETF
FTEC
$21.5B
$1.16M ﹤0.01%
9,800
+3,600
+58% +$441K
OTIC
2468
DELISTED
Otonomy, Inc.
OTIC
$1.16M ﹤0.01%
604,926
-118,100
-16% -$200K
COMT icon
2469
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.23B
$1.16M ﹤0.01%
32,376
+24,861
+331% +$852K
OSG
2470
DELISTED
Overseas Shipholding Group Inc.
OSG
$1.16M ﹤0.01%
556,640
-1,056,349
-65% -$2.65M
NWLI
2471
DELISTED
National Western Life Group, Inc. Class A
NWLI
$1.16M ﹤0.01%
+5,500
New +$1.19M
EWN icon
2472
iShares MSCI Netherlands ETF
EWN
$738M
$1.15M ﹤0.01%
+23,400
New +$1.19M
CMPS
2473
Compass Pathways
CMPS
$1.86B
$1.15M ﹤0.01%
38,500
-70,400
-65% -$2.36M
BG icon
2474
Bunge Global
BG
$21.8B
$1.15M ﹤0.01%
+14,100
New +$1.09M
MSN icon
2475
Emerson Radio
MSN
$7.91M
$1.15M ﹤0.01%
1,016,388
+48,700
+5% +$60.2K
97 98
99
100 101

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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.