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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
+9.15%
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
$100B
AUM Growth
-$15.7B
Cap. Flow
-$21.7B
Cap. Flow %
-21.63%
Top 10 Hldgs %
15.09%
Holding
3,879
New
490
Increased
1,152
Reduced
1,671
Closed
544

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$276M
2
PG icon
Procter & Gamble
PG
+$243M
3
ADI icon
Analog Devices
ADI
+$188M
4
AMD icon
Advanced Micro Devices
AMD
+$171M
5
HD icon
Home Depot
HD
+$162M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$1.95B
2
BMY icon
Bristol-Myers Squibb
BMY
+$778M
3
WMT icon
Walmart Inc
WMT
+$723M
4
ZM icon
Zoom
ZM
+$642M
5
CMG icon
Chipotle Mexican Grill
CMG
+$573M

Sector Composition

Rank Sector Weight
1 Healthcare 22.93%
2 Technology 16.65%
3 Consumer Staples 12.19%
4 Consumer Discretionary 9.52%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYPR icon
2551
Sypris Solutions
SYPR
$46.8M
$944K ﹤0.01%
850,408
+177,111
+26% +$185K
ARCH
2552
DELISTED
Arch Resources, Inc.
ARCH
$943K ﹤0.01%
22,200
-19,400
-47% -$689K
FTSM icon
2553
First Trust Enhanced Short Maturity ETF
FTSM
$6.54B
$942K ﹤0.01%
+15,700
New +$943K
SIC
2554
DELISTED
Select Interior Concepts, Inc. Class A Common Stock
SIC
$940K ﹤0.01%
136,240
+2,240
+2% +$12K
LASR icon
2555
nLIGHT
LASR
$3.06B
$937K ﹤0.01%
+39,900
New +$917K
JT
2556
DELISTED
Jianpu Technology Inc. American Depositary Shares, each representing twenty Class A Ordinary Shares
JT
$937K ﹤0.01%
230,386
+20,147
+10% +$97.2K
GSHD icon
2557
Goosehead Insurance
GSHD
$2.33B
$935K ﹤0.01%
+10,800
New +$984K
SCHB icon
2558
Schwab US Broad Market ETF
SCHB
$45.2B
$932K ﹤0.01%
+70,200
New +$923K
IGOV icon
2559
iShares International Treasury Bond ETF
IGOV
$1.54B
$931K ﹤0.01%
17,600
+11,300
+179% +$597K
ERF
2560
DELISTED
Enerplus Corporation
ERF
$924K ﹤0.01%
496,857
+369,116
+289% +$923K
ATRS
2561
DELISTED
Antares Pharma, Inc.
ATRS
$916K ﹤0.01%
339,213
+101,685
+43% +$281K
CASI
2562
DELISTED
CASI Pharmaceuticals
CASI
$915K ﹤0.01%
59,773
+57,093
+2,130% +$1.08M
PCB icon
2563
PCB Bancorp
PCB
$400M
$915K ﹤0.01%
104,132
-21,800
-17% -$206K
NWPX icon
2564
NWPX Infrastructure Inc
NWPX
$1.1B
$913K ﹤0.01%
34,500
-19,900
-37% -$527K
VOLT
2565
DELISTED
Volt Information Sciences, Inc.
VOLT
$912K ﹤0.01%
647,153
+88,028
+16% +$116K
MVBF icon
2566
MVB Financial
MVBF
$397M
$910K ﹤0.01%
57,000
-19,101
-25% -$270K
FDIS icon
2567
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.72B
$906K ﹤0.01%
+14,600
New +$869K
INVX
2568
Innovex International
INVX
$2.15B
$904K ﹤0.01%
+36,500
New +$1.16M
EVOL
2569
DELISTED
Evolving Systems, Inc.
EVOL
$903K ﹤0.01%
778,631
+41,695
+6% +$47K
LILA icon
2570
Liberty Latin America Class A
LILA
$1.69B
$902K ﹤0.01%
160,976
-77,830
-33% -$474K
TRAK icon
2571
ReposiTrak
TRAK
$152M
$902K ﹤0.01%
183,008
+34,500
+23% +$161K
CDOR
2572
DELISTED
Condor Hospitality Trust, Inc. Common Stock
CDOR
$900K ﹤0.01%
343,396
+9,200
+3% +$37K
PRVL
2573
DELISTED
Prevail Therapeutics Inc. Common Stock
PRVL
$897K ﹤0.01%
88,100
+30,500
+53% +$409K
CCB icon
2574
Coastal Financial
CCB
$754M
$896K ﹤0.01%
73,177
-7,400
-9% -$102K
ESGD icon
2575
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$895K ﹤0.01%
+14,100
New +$900K
101 102
103
104 105

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Jim Simons's Q3 2020 Portfolio in Review

As of Q3 2020, Jim Simons held 3,879 positions worth $100B, down 14% from $116B the previous quarter. Its ten largest holdings account for 15% of the portfolio.

Jim Simons withdrew a net $21.7B in Q3 2020, closing 544 positions and reducing 1,671 holdings. Its most notable exit was Alibaba, an estimated $426M position sold in full.

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

Against the trend, Jim Simons opened a new position in Microsoft worth $277M.

  • Jim Simons's largest Q3 2020 buy was Microsoft: 1,315,812 shares worth $277M.
  • Jim Simons added most to Procter & Gamble in Q3 2020, an estimated $243M increase.
  • Jim Simons's biggest Q3 2020 reduction was Tesla, cutting an estimated $1.95B.
  • Jim Simons fully exited Alibaba in Q3 2020, selling an estimated $426M.
  • Jim Simons's ten largest holdings make up 15% of its $100B portfolio in Q3 2020.
  • Jim Simons opened 490 new positions and closed 544 in Q3 2020.
  • Jim Simons's portfolio value fell 14% quarter-over-quarter to $100B.

Based on Renaissance Technologies's 13F filing for Q3 2020, filed 13 Nov 2020.