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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
+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
BSVN icon
2851
Bank7 Corp
BSVN
$495M
$466K ﹤0.01%
32,800
+12,800
+64% +$144K
AHPI
2852
DELISTED
Allied Healthcare Products
AHPI
$466K ﹤0.01%
95,665
-102,550
-52% -$527K
ACR
2853
ACRES Commercial Realty
ACR
$101M
$465K ﹤0.01%
38,862
-126,203
-76% -$1.13M
ASUR icon
2854
Asure Software
ASUR
$241M
$462K ﹤0.01%
65,016
+54,608
+525% +$416K
MRKR icon
2855
Marker Therapeutics
MRKR
$19.3M
$462K ﹤0.01%
31,836
+9,136
+40% +$142K
EWA icon
2856
iShares MSCI Australia ETF
EWA
$1.45B
$460K ﹤0.01%
19,200
-85,200
-82% -$1.88M
SVRA icon
2857
Savara
SVRA
$1.08B
$460K ﹤0.01%
399,900
+10,200
+3% +$12.3K
XT icon
2858
iShares Future Exponential Technologies ETF
XT
$4.01B
$458K ﹤0.01%
8,000
+2,000
+33% +$105K
HTGM
2859
DELISTED
HTG Molecular Diagnostics, Inc. Common Stock
HTGM
$458K ﹤0.01%
7,968
-1,048
-12% -$61K
APRN
2860
DELISTED
Blue Apron Holdings, Inc. Class A Common Stock
APRN
$456K ﹤0.01%
6,792
+4,967
+272% +$385K
NSYS icon
2861
Nortech Systems
NSYS
$42.5M
$455K ﹤0.01%
63,459
+5,900
+10% +$28.9K
AIA icon
2862
iShares Asia 50 ETF
AIA
$5.07B
$453K ﹤0.01%
+5,200
New +$415K
GLOP
2863
DELISTED
GASLOG PARTNERS LP
GLOP
$452K ﹤0.01%
166,311
+78,200
+89% +$239K
ALJJ
2864
DELISTED
ALJ Regional Holdings Inc
ALJJ
$451K ﹤0.01%
409,720
+287,445
+235% +$304K
CMD
2865
DELISTED
Cantel Medical Corporation
CMD
$451K ﹤0.01%
+5,725
New +$336K
GOL
2866
DELISTED
Gol Linhas Aéreas Inteligentes S.A. American Depositary Shares (Each representing Ten Preferred Shares)
GOL
$447K ﹤0.01%
+45,500
New +$369K
FFBW
2867
DELISTED
FFBW, Inc. Common Stock
FFBW
$447K ﹤0.01%
44,626
+6,820
+18% +$65.5K
QTRX icon
2868
Quanterix
QTRX
$135M
$446K ﹤0.01%
+9,600
New +$419K
ACEL icon
2869
Accel Entertainment
ACEL
$1B
$445K ﹤0.01%
44,100
+20,200
+85% +$212K
MDYG icon
2870
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.97B
$444K ﹤0.01%
+6,409
New +$410K
MDXG icon
2871
MiMedx Group
MDXG
$624M
$442K ﹤0.01%
+48,700
New +$351K
OSN
2872
DELISTED
Ossen Innovation Co., Ltd.
OSN
$442K ﹤0.01%
93,596
-3,793
-4% -$17K
CVLG icon
2873
Covenant Logistics
CVLG
$865M
$441K ﹤0.01%
59,600
-156,514
-72% -$1.31M
TKR icon
2874
Timken Company
TKR
$9.03B
$441K ﹤0.01%
5,700
-98,792
-95% -$6.73M
TUSK icon
2875
Mammoth Energy Services
TUSK
$158M
$440K ﹤0.01%
98,972
+45,105
+84% +$110K
113 114
115
116 117

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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.