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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
NEW
2851
DELISTED
Puxin Limited American Depositary Shares, each representing twenty Ordinary Shares
NEW
$448K ﹤0.01%
5,038
-21,447
-81% -$2.07M
DAY
2852
DELISTED
Dayforce
DAY
$447K ﹤0.01%
+5,400
New +$422K
ZSAN
2853
DELISTED
Zosano Pharma Corporation
ZSAN
$447K ﹤0.01%
+7,886
New +$367K
OSN
2854
DELISTED
Ossen Innovation Co., Ltd.
OSN
$447K ﹤0.01%
97,389
+35,800
+58% +$125K
TUR icon
2855
iShares MSCI Turkey ETF
TUR
$220M
$446K ﹤0.01%
+22,591
New +$480K
XPRO icon
2856
Expro Ltd
XPRO
$2.1B
$446K ﹤0.01%
+48,234
New +$648K
HYRE
2857
DELISTED
HyreCar Inc. Common Stock
HYRE
$446K ﹤0.01%
141,459
-27,341
-16% -$92.7K
TROX icon
2858
Tronox
TROX
$958M
$443K ﹤0.01%
56,248
-202,352
-78% -$1.69M
AFBI
2859
DELISTED
Affinity Bancshares
AFBI
$442K ﹤0.01%
55,957
-14,315
-20% -$113K
IJT icon
2860
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.43B
$441K ﹤0.01%
+5,000
New +$447K
UNTY icon
2861
Unity Bancorp
UNTY
$620M
$439K ﹤0.01%
37,901
+2,000
+6% +$26.2K
BLRX
2862
BioLineRX
BLRX
$11.8M
$438K ﹤0.01%
6,682
+2,748
+70% +$208K
DGS icon
2863
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.77B
$438K ﹤0.01%
+10,600
New +$444K
TVTY
2864
DELISTED
Tivity Health, Inc. Common Stock
TVTY
$436K ﹤0.01%
+31,097
New +$449K
YTEN
2865
DELISTED
Yield10 Bioscience, Inc. Common Stock
YTEN
$435K ﹤0.01%
+2,331
New +$344K
BHAT
2866
DELISTED
Blue Hat Interactive Entertainment Technology
BHAT
$432K ﹤0.01%
10
+6
+150% +$355K
LCTX icon
2867
Lineage Cell Therapeutics
LCTX
$268M
$432K ﹤0.01%
460,806
-30,894
-6% -$27.3K
VIRC icon
2868
Virco
VIRC
$97.2M
$430K ﹤0.01%
199,969
-5,300
-3% -$12.2K
STRS
2869
DELISTED
STRATUS PPTYS INC
STRS
$429K ﹤0.01%
19,900
-3,700
-16% -$73.2K
SOXS icon
2870
Direxion Daily Semiconductor Bear 3X ETF
SOXS
$1.38B
$427K ﹤0.01%
+1
New +$961K
TWAV
2871
TaoWeave Inc
TWAV
$5.16M
$426K ﹤0.01%
309
+112
+57% +$164K
SKYS
2872
DELISTED
Sky Solar Holdings, Ltd.
SKYS
$426K ﹤0.01%
51,316
-130,741
-72% -$708K
RPG icon
2873
Invesco S&P 500 Pure Growth ETF
RPG
$2.09B
$425K ﹤0.01%
15,000
-11,500
-43% -$320K
SVRA icon
2874
Savara
SVRA
$1.08B
$425K ﹤0.01%
+389,700
New +$667K
HUSN
2875
DELISTED
Hudson Capital Inc. Ordinary Shares
HUSN
$425K ﹤0.01%
474,290
+41,950
+10% +$48.2K
113 114
115
116 117

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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.