We are live on ! Find out more
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
CMLS
2826
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
$488K ﹤0.01%
56,000
+4,100
+8% +$28.8K
MOG.B icon
2827
Moog Inc Class B
MOG.B
$13B
$487K ﹤0.01%
6,100
+100
+2% +$7.45K
IYC icon
2828
iShares US Consumer Discretionary ETF
IYC
$1.22B
$486K ﹤0.01%
+6,900
New +$458K
VEL icon
2829
Velocity Financial
VEL
$711M
$484K ﹤0.01%
77,700
+29,300
+61% +$160K
CELC icon
2830
Celcuity
CELC
$4.49B
$483K ﹤0.01%
52,711
-243
-0.5% -$1.95K
ELTK icon
2831
Eltek
ELTK
$57.4M
$483K ﹤0.01%
96,071
+28,670
+43% +$137K
EMQQ icon
2832
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$268M
$483K ﹤0.01%
7,600
-48,900
-87% -$2.86M
EVOK
2833
DELISTED
Evoke Pharma
EVOK
$483K ﹤0.01%
1,301
+1,146
+739% +$591K
SEED icon
2834
Origin Agritech
SEED
$12.7M
$483K ﹤0.01%
+31,800
New +$327K
ONCT
2835
DELISTED
Oncternal Therapeutics, Inc. Common Stock
ONCT
$483K ﹤0.01%
4,928
-2,456
-33% -$155K
BHAT
2836
DELISTED
Blue Hat Interactive Entertainment Technology
BHAT
$482K ﹤0.01%
11
+1
+10% +$43.9K
TRVG
2837
trivago
TRVG
$367M
$481K ﹤0.01%
39,760
+35,415
+815% +$311K
IRD
2838
Opus Genetics
IRD
$313M
$479K ﹤0.01%
73,820
+15,494
+27% +$107K
MOTS
2839
DELISTED
Motus GI Holdings, Inc. Common Stock
MOTS
$479K ﹤0.01%
1,683
+1,645
+4,329% +$444K
SCHV
2840
Schwab US Large-Cap Value ETF
SCHV
$16.3B
$476K ﹤0.01%
+24,000
New +$449K
ZYNE
2841
DELISTED
Zynerba Pharmaceuticals, Inc
ZYNE
$475K ﹤0.01%
144,000
+125,400
+674% +$476K
TOVX icon
2842
Theriva Biologics
TOVX
$10.6M
$474K ﹤0.01%
4,951
+1,512
+44% +$132K
RPT
2843
Rithm Property Trust
RPT
$99.9M
$474K ﹤0.01%
7,547
+1,624
+27% +$90.7K
TAYD icon
2844
Taylor Devices
TAYD
$172M
$472K ﹤0.01%
45,038
+7,003
+18% +$68.3K
MNSB icon
2845
MainStreet Bancshares
MNSB
$177M
$471K ﹤0.01%
+27,875
New +$433K
ATOS icon
2846
Atossa Therapeutics
ATOS
$25.5M
$468K ﹤0.01%
32,853
+27,888
+562% +$646K
AMTBB
2847
DELISTED
Amerant Bancorp Inc. Class B Common Stock
AMTBB
$468K ﹤0.01%
+40,200
New +$412K
IMRN
2848
Immuron
IMRN
$9.12M
$467K ﹤0.01%
73,300
-1,900
-3% -$13.6K
VOT icon
2849
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$20.3B
$467K ﹤0.01%
2,200
-1,200
-35% -$236K
KRA
2850
DELISTED
Kraton Corporation
KRA
$467K ﹤0.01%
16,800
-108,389
-87% -$2.93M
112 113
114
115 116

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.