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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
PEI
2826
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
$475K ﹤0.01%
+57,161
New +$897K
CCM
2827
Concord Medical Services
CCM
$20M
$471K ﹤0.01%
23,830
+140
+0.6% +$2.61K
SII
2828
Sprott
SII
$3.03B
$471K ﹤0.01%
13,790
-69,900
-84% -$2.73M
SNEX icon
2829
StoneX
SNEX
$8.05B
$471K ﹤0.01%
46,580
-90,244
-66% -$987K
LABD icon
2830
Direxion Daily S&P Biotech Bear 3X ETF
LABD
$40.1M
$470K ﹤0.01%
+787
New +$508K
AMTB icon
2831
Amerant Bancorp
AMTB
$1.14B
$469K ﹤0.01%
50,403
-24,600
-33% -$315K
VGT icon
2832
Vanguard Information Technology ETF
VGT
$151B
$467K ﹤0.01%
12,000
-27,200
-69% -$1.02M
QNRX
2833
Quoin Pharmaceuticals
QNRX
$12.2M
$466K ﹤0.01%
11
-2
-15% -$116K
TCRT icon
2834
Alaunos Therapeutics
TCRT
$4.86M
$466K ﹤0.01%
1,233
+895
+265% +$395K
DXR icon
2835
Daxor
DXR
$60.7M
$465K ﹤0.01%
29,521
+4,000
+16% +$67.5K
ODT
2836
DELISTED
Odonate Therapeutics, Inc. Common Stock
ODT
$465K ﹤0.01%
+34,600
New +$980K
LPG icon
2837
Dorian LPG
LPG
$1.95B
$464K ﹤0.01%
57,964
-153,258
-73% -$1.27M
OGEN icon
2838
Oragenics
OGEN
$2.39M
$464K ﹤0.01%
448
+309
+222% +$494K
AUMN
2839
DELISTED
Golden Minerals Company
AUMN
$464K ﹤0.01%
44,192
-26,880
-38% -$298K
PAVS icon
2840
Paranovus Entertainment Technology
PAVS
$5.71M
– –
0
– –
PSHG icon
2841
Performance Shipping
PSHG
$21.5M
$458K ﹤0.01%
5,177
+313
+6% +$28.4K
MDP
2842
DELISTED
Meredith Corporation
MDP
$457K ﹤0.01%
+34,800
New +$486K
RUHN
2843
DELISTED
Ruhnn Holding Limited American Depositary Shares
RUHN
$454K ﹤0.01%
173,300
-20,100
-10% -$65.6K
OPOF
2844
DELISTED
Old Point Financial
OPOF
$452K ﹤0.01%
29,835
-6,628
-18% -$103K
TSRI
2845
DELISTED
TSR Inc. New
TSRI
$452K ﹤0.01%
87,073
+9,423
+12% +$44.2K
AVTX icon
2846
Avalo Therapeutics
AVTX
$1.04B
$451K ﹤0.01%
69
-99
-59% -$744K
ODP
2847
DELISTED
ODP
ODP
$451K ﹤0.01%
23,192
-142,710
-86% -$3.05M
SOHO
2848
DELISTED
Sotherly Hotels
SOHO
$450K ﹤0.01%
250,138
-115,532
-32% -$248K
TLH icon
2849
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
$450K ﹤0.01%
2,700
-900
-25% -$151K
SDEV
2850
Stablecoin Development Corp
SDEV
$50.6M
$448K ﹤0.01%
100
+57
+133% +$357K
112 113
114
115 116

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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.