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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
+22.71%
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
$92.1B
AUM Growth
-$8.06B
Cap. Flow
-$21.6B
Cap. Flow %
-23.45%
Top 10 Hldgs %
13.27%
Holding
3,901
New
565
Increased
1,134
Reduced
1,622
Closed
555

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$537M
2
PTON icon
Peloton Interactive
PTON
+$373M
3
AMZN icon
Amazon
AMZN
+$306M
4
SPGI icon
S&P Global
SPGI
+$244M
5
WORK
Slack Technologies, Inc.
WORK
+$232M

Top Sells

Rank Stock Value
1
ZM icon
Zoom
ZM
+$1.27B
2
BMY icon
Bristol-Myers Squibb
BMY
+$744M
3
CMG icon
Chipotle Mexican Grill
CMG
+$716M
4
ABBV icon
AbbVie
ABBV
+$712M
5
PDD icon
Pinduoduo
PDD
+$542M

Sector Composition

Rank Sector Weight
1 Healthcare 21.2%
2 Technology 16.96%
3 Consumer Discretionary 11.43%
4 Communication Services 11.19%
5 Consumer Staples 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESGD icon
2526
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$942K ﹤0.01%
12,900
-1,200
-9% -$82K
SYRS
2527
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
$941K ﹤0.01%
+8,670
New +$791K
KALV
2528
DELISTED
KalVista Pharmaceuticals
KALV
$939K ﹤0.01%
+49,428
New +$848K
XTIA icon
2529
XTI Aerospace
XTIA
$60.8M
– –
0
– –
YELL
2530
DELISTED
Yellow Corporation Common Stock
YELL
$939K ﹤0.01%
+212,072
New +$1.03M
RUTH
2531
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
$938K ﹤0.01%
52,925
-141,575
-73% -$1.99M
ARKW icon
2532
ARK Web x.0 ETF
ARKW
$1.8B
$937K ﹤0.01%
6,400
-30,000
-82% -$3.84M
UBP
2533
DELISTED
Urstadt Biddle Properties Inc.
UBP
$936K ﹤0.01%
78,100
-2,604
-3% -$28K
ESRT icon
2534
Empire State Realty Trust
ESRT
$822M
$932K ﹤0.01%
100,035
-815,365
-89% -$6.43M
AMR icon
2535
Alpha Metallurgical Resources
AMR
$2.08B
$931K ﹤0.01%
81,915
+69,015
+535% +$619K
ONIT
2536
Onity Group
ONIT
$328M
$925K ﹤0.01%
32,012
-38,010
-54% -$962K
SDIV icon
2537
Global X SuperDividend ETF
SDIV
$1.21B
$924K ﹤0.01%
+24,000
New +$853K
YANG icon
2538
Direxion Daily FTSE China Bear 3X ETF
YANG
$98.8M
$924K ﹤0.01%
2,870
+1,525
+113% +$564K
MSN icon
2539
Emerson Radio
MSN
$8.1M
$923K ﹤0.01%
918,788
-20,886
-2% -$18.8K
MUX icon
2540
McEwen Inc
MUX
$1.16B
$922K ﹤0.01%
93,680
-57
-0.1% -$582
SONM icon
2541
DNA X Inc
SONM
$5.19M
$922K ﹤0.01%
707
+325
+85% +$355K
EWQ icon
2542
iShares MSCI France ETF
EWQ
$332M
$918K ﹤0.01%
27,600
-300
-1% -$9.29K
GYRE icon
2543
Gyre Therapeutics
GYRE
$701M
$918K ﹤0.01%
19,401
-14,066
-42% -$609K
RRD
2544
DELISTED
RR Donnelley & Sons Co.
RRD
$918K ﹤0.01%
+406,159
New +$610K
NH
2545
DELISTED
NantHealth, Inc
NH
$917K ﹤0.01%
18,933
-20,998
-53% -$790K
CBU icon
2546
Community Bank
CBU
$3.46B
$916K ﹤0.01%
+14,708
New +$902K
IGIB icon
2547
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$915K ﹤0.01%
+14,801
New +$905K
CPAH
2548
DELISTED
Counterpath Corp
CPAH
$915K ﹤0.01%
269,196
+26,506
+11% +$79.4K
JNCE
2549
DELISTED
Jounce Therapeutics, Inc. Common Stock
JNCE
$914K ﹤0.01%
130,514
-169,600
-57% -$1.32M
DAC icon
2550
Danaos Corp
DAC
$2.58B
$909K ﹤0.01%
+42,400
New +$545K
100 101
102
103 104

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Jim Simons's Q4 2020 Portfolio in Review

As of Q4 2020, Jim Simons held 3,901 positions worth $92.1B, down 8% from $100B the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Jim Simons withdrew a net $21.6B in Q4 2020, closing 555 positions and reducing 1,622 holdings. Its most notable exit was Charter Communications, an estimated $341M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 21% of assets, down from 23% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Jim Simons opened a new position in NVIDIA worth $524M.

  • Jim Simons's largest Q4 2020 buy was NVIDIA: 40,123,720 shares worth $524M.
  • Jim Simons added most to Amazon in Q4 2020, an estimated $306M increase.
  • Jim Simons's biggest Q4 2020 reduction was Zoom, cutting an estimated $1.27B.
  • Jim Simons fully exited Charter Communications in Q4 2020, selling an estimated $341M.
  • Jim Simons's ten largest holdings make up 13% of its $92.1B portfolio in Q4 2020.
  • Jim Simons opened 565 new positions and closed 555 in Q4 2020.
  • Jim Simons's portfolio value fell 8% quarter-over-quarter to $92.1B.

Based on Renaissance Technologies's 13F filing for Q4 2020, filed 10 Feb 2021.