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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
BKYI
2876
BIO-key International
BKYI
$4.1M
$422K ﹤0.01%
666
+538
+420% +$508K
IXN icon
2877
iShares Global Tech ETF
IXN
$9.47B
$422K ﹤0.01%
9,600
+1,200
+14% +$51K
VATE icon
2878
INNOVATE Corp
VATE
$102M
$421K ﹤0.01%
17,380
+2,170
+14% +$58.6K
TCON
2879
DELISTED
TRACON Pharmaceuticals, Inc. Common Stock
TCON
$421K ﹤0.01%
4,075
-9,795
-71% -$525K
BW icon
2880
Babcock & Wilcox
BW
$1.39B
$419K ﹤0.01%
180,388
-62,500
-26% -$156K
NEPT
2881
DELISTED
Neptune Wellness Solutions Inc. Ordinary Shares
NEPT
$419K ﹤0.01%
+142
New +$541K
IJJ icon
2882
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.08B
$418K ﹤0.01%
+6,200
New +$428K
FNDE icon
2883
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.95B
$417K ﹤0.01%
+17,600
New +$433K
RODM icon
2884
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.65B
$417K ﹤0.01%
+16,100
New +$416K
CVV icon
2885
CVD Equipment Corp
CVV
$52.1M
$413K ﹤0.01%
134,950
+5,658
+4% +$17.8K
INMB icon
2886
INmune Bio
INMB
$57.7M
$412K ﹤0.01%
+40,000
New +$407K
MYO icon
2887
Myomo
MYO
$57.8M
$411K ﹤0.01%
91,665
+62,643
+216% +$247K
CDZI icon
2888
Cadiz
CDZI
$295M
$410K ﹤0.01%
41,334
-106,100
-72% -$1.08M
VIGI icon
2889
Vanguard International Dividend Appreciation ETF
VIGI
$9.32B
$410K ﹤0.01%
+5,700
New +$407K
JDST icon
2890
Direxion Daily Junior Gold Miners Index Bear 2X ETF
JDST
$20.5M
$409K ﹤0.01%
+181
New +$420K
TOVX icon
2891
Theriva Biologics
TOVX
$10.6M
$408K ﹤0.01%
3,439
-119
-3% -$15.9K
CYAN
2892
DELISTED
Cyanotech Corp
CYAN
$408K ﹤0.01%
166,600
+9,800
+6% +$24K
DMAC icon
2893
DiaMedica Therapeutics
DMAC
$364M
$407K ﹤0.01%
96,000
-8,700
-8% -$46K
IJK icon
2894
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.3B
$407K ﹤0.01%
6,800
-2,400
-26% -$143K
STAB
2895
DELISTED
Statera Biopharma, Inc. Common Stock
STAB
$407K ﹤0.01%
206,751
-66,500
-24% -$153K
CIG icon
2896
CEMIG Preferred Shares
CIG
$5.58B
$405K ﹤0.01%
412,518
-2,943,476
-88% -$3.24M
HSDT icon
2897
Solana Company
HSDT
$105M
$404K ﹤0.01%
1
– –
ORIO
2898
Orion Digital Corp
ORIO
$21.1M
$404K ﹤0.01%
93,306
+1,698
+2% +$8.27K
SNDL icon
2899
Sundial Growers
SNDL
$311M
$404K ﹤0.01%
+168,100
New +$837K
BRY
2900
DELISTED
Berry Corp
BRY
$400K ﹤0.01%
+126,040
New +$530K
114 115
116
117 118

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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.