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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
SYBX
2776
DELISTED
Synlogic
SYBX
$555K ﹤0.01%
18,315
-9,715
-35% -$319K
SEEL
2777
DELISTED
Seelos Therapeutics, Inc. Common Stock
SEEL
$554K ﹤0.01%
154
-101
-40% -$363K
EMX
2778
DELISTED
EMX Royalty
EMX
$552K ﹤0.01%
209,800
-266,278
-56% -$746K
SIFY
2779
Sify Technologies
SIFY
$1.15B
$551K ﹤0.01%
90,022
-5,706
-6% -$37.3K
EDZ icon
2780
Direxion Daily MSCI Emerging Markets Bear 3X ETF
EDZ
$18.5M
$549K ﹤0.01%
3,010
+560
+23% +$107K
FSFG
2781
DELISTED
First Savings Financial Group
FSFG
$549K ﹤0.01%
30,300
-12,420
-29% -$186K
SECO
2782
DELISTED
Secoo Holding Limited ADR
SECO
$549K ﹤0.01%
20,580
-4,440
-18% -$122K
TULP
2783
Bloomia Holdings
TULP
$548K ﹤0.01%
117,540
+8,342
+8% +$43.9K
CLRB icon
2784
Cellectar Biosciences
CLRB
$19.8M
$547K ﹤0.01%
1,471
-1,164
-44% -$460K
BV icon
2785
BrightView Holdings
BV
$1.08B
$546K ﹤0.01%
47,900
-56,000
-54% -$672K
AUD
2786
DELISTED
Audacy, Inc.
AUD
$544K ﹤0.01%
338,100
+58,567
+21% +$87.6K
SEI
2787
Solaris Energy Infrastructure
SEI
$3.94B
$543K ﹤0.01%
85,630
-113,566
-57% -$833K
MRIN
2788
DELISTED
Marin Software
MRIN
$539K ﹤0.01%
67,501
+4,022
+6% +$33.2K
HEES
2789
DELISTED
H&E Equipment Services
HEES
$537K ﹤0.01%
27,300
-133,000
-83% -$2.6M
UROV
2790
DELISTED
Urovant Sciences Ltd.
UROV
$537K ﹤0.01%
57,500
-51,828
-47% -$460K
SPAB icon
2791
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.95B
$536K ﹤0.01%
+17,400
New +$539K
HTGM
2792
DELISTED
HTG Molecular Diagnostics, Inc. Common Stock
HTGM
$536K ﹤0.01%
9,016
+5,334
+145% +$476K
OPBK icon
2793
OP Bancorp
OPBK
$235M
$534K ﹤0.01%
93,356
-6,144
-6% -$38.6K
SONM icon
2794
DNA X Inc
SONM
$5.05M
$534K ﹤0.01%
382
+217
+132% +$349K
THC icon
2795
Tenet Healthcare
THC
$21.5B
$534K ﹤0.01%
21,775
-624,200
-97% -$15.9M
YCBD icon
2796
cbdMD
YCBD
$5.93M
$530K ﹤0.01%
+736
New +$702K
SWTX
2797
DELISTED
SpringWorks Therapeutics
SWTX
$529K ﹤0.01%
+11,100
New +$473K
CTK
2798
DELISTED
CooTek (Cayman) Inc. American Depositary Shares, each representing 650 Class A Ordinary Shares
CTK
$529K ﹤0.01%
8,354
-575
-6% -$44.9K
USAU icon
2799
US Gold Corp
USAU
$249M
$525K ﹤0.01%
57,100
+37,600
+193% +$360K
DORM icon
2800
Dorman Products
DORM
$3.95B
$524K ﹤0.01%
+5,800
New +$463K
110 111
112
113 114

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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.