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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
MLI icon
2601
Mueller Industries
MLI
$15.1B
$831K ﹤0.01%
+122,800
New +$878K
CLRO icon
2602
ClearOne Inc
CLRO
$15.2M
$830K ﹤0.01%
24,162
+1,432
+6% +$52.9K
VBR icon
2603
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.2B
$830K ﹤0.01%
7,500
-800
-10% -$89.7K
NWN icon
2604
Northwest Natural Holdings
NWN
$2.12B
$826K ﹤0.01%
18,200
-59,500
-77% -$3.04M
ATXI
2605
DELISTED
Avenue Therapeutics, Inc. Common Stock
ATXI
$822K ﹤0.01%
68
-42
-38% -$510K
CIBR icon
2606
First Trust NASDAQ Cybersecurity ETF
CIBR
$16B
$821K ﹤0.01%
+23,600
New +$823K
AXDX
2607
DELISTED
Accelerate Diagnostics
AXDX
$819K ﹤0.01%
+7,680
New +$1.07M
RBB icon
2608
RBB Bancorp
RBB
$466M
$819K ﹤0.01%
72,191
-36,509
-34% -$464K
SRC
2609
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
$819K ﹤0.01%
+24,280
New +$847K
AXR icon
2610
AMREP Corp
AXR
$118M
$817K ﹤0.01%
145,900
-5,500
-4% -$26.5K
COGT icon
2611
Cogent Biosciences
COGT
$6.76B
$817K ﹤0.01%
87,267
-210,584
-71% -$2.2M
YIN
2612
DELISTED
Yintech Investment Holdings Limited American Depositary Shares
YIN
$816K ﹤0.01%
113,335
+9,000
+9% +$61.3K
CLSD
2613
DELISTED
Clearside Biomedical
CLSD
$815K ﹤0.01%
35,266
-18,830
-35% -$487K
IWR icon
2614
iShares Russell Mid-Cap ETF
IWR
$58.3B
$815K ﹤0.01%
14,200
-23,400
-62% -$1.33M
TENX icon
2615
Tenax Therapeutics
TENX
$68.5M
$812K ﹤0.01%
330
-116
-26% -$248K
ERY icon
2616
Direxion Daily Energy Bear 2X ETF
ERY
$36.4M
$810K ﹤0.01%
1,160
+430
+59% +$232K
IMXI icon
2617
International Money Express
IMXI
$353M
$809K ﹤0.01%
56,315
+43,500
+339% +$664K
SILC icon
2618
Silicom
SILC
$268M
$807K ﹤0.01%
24,900
+4,000
+19% +$144K
MNKD icon
2619
MannKind Corp
MNKD
$1.24B
$806K ﹤0.01%
428,893
-333,822
-44% -$577K
SGMA
2620
DELISTED
Sigmatron International
SGMA
$806K ﹤0.01%
257,364
-100
-0% -$313
BBU
2621
DELISTED
Brookfield Business Partners
BBU
$805K ﹤0.01%
+41,599
New +$813K
RAIL icon
2622
FreightCar America
RAIL
$243M
$803K ﹤0.01%
351,975
+26,646
+8% +$47K
VYNT
2623
DELISTED
Vyant Bio, Inc. Common Stock
VYNT
$803K ﹤0.01%
38,680
+3,980
+11% +$74.9K
IPAR icon
2624
Interparfums
IPAR
$3.78B
$800K ﹤0.01%
+21,413
New +$922K
HT
2625
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
$798K ﹤0.01%
143,966
-78,494
-35% -$462K
103 104
105
106 107

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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.