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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 20.81%
2 Technology 16.67%
3 Consumer Discretionary 11.17%
4 Communication Services 10.86%
5 Consumer Staples 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KTCC icon
2901
Key Tronic
KTCC
$42.8M
$415K ﹤0.01%
+60,100
New +$492K
ONCY
2902
Oncolytics Biotech
ONCY
$98.3M
$415K ﹤0.01%
174,220
+161,635
+1,284% +$387K
SECO
2903
DELISTED
Secoo Holding Limited ADR
SECO
$415K ﹤0.01%
18,060
-2,520
-12% -$67.9K
TARA icon
2904
Protara Therapeutics
TARA
$233M
$414K ﹤0.01%
17,110
-20,676
-55% -$446K
BRQS
2905
DELISTED
Borqs Technologies, Inc. Ordinary Shares
BRQS
$414K ﹤0.01%
2,187
+776
+55% +$160K
AXGN icon
2906
Axogen
AXGN
$2.67B
$413K ﹤0.01%
23,100
-38,200
-62% -$561K
PTE
2907
DELISTED
PolarityTE, Inc. Common Stock
PTE
$412K ﹤0.01%
24,248
+22,481
+1,272% +$475K
IUSV icon
2908
iShares Core S&P US Value ETF
IUSV
$28B
$410K ﹤0.01%
+6,600
New +$387K
DLN icon
2909
WisdomTree US LargeCap Dividend Fund
DLN
$6.45B
$409K ﹤0.01%
+7,600
New +$389K
SSY
2910
DELISTED
SunLink Health Systems
SSY
$409K ﹤0.01%
322,245
+58,500
+22% +$67.8K
VAW icon
2911
Vanguard Materials ETF
VAW
$3.05B
$408K ﹤0.01%
2,600
-100
-4% -$14.7K
JP
2912
DELISTED
Jupai Holdings Limited American depositary shares, each representing six ordinary shares
JP
$407K ﹤0.01%
222,825
+68,199
+44% +$125K
FGNX
2913
FG Nexus Inc
FGNX
$40.2M
$405K ﹤0.01%
768
+3
+0.4% +$1.24K
LFWD icon
2914
ReWalk Robotics
LFWD
$21.8M
$405K ﹤0.01%
+3,655
New +$388K
ATRA icon
2915
Atara Biotherapeutics
ATRA
$83.1M
$404K ﹤0.01%
+824
New +$380K
MRTN icon
2916
Marten Transport
MRTN
$1.22B
$404K ﹤0.01%
23,450
-155,484
-87% -$2.67M
SACH
2917
Sachem Capital Corp
SACH
$38.4M
$403K ﹤0.01%
96,864
+58,219
+151% +$240K
USIG icon
2918
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
$403K ﹤0.01%
+6,500
New +$398K
IQLT icon
2919
iShares MSCI Intl Quality Factor ETF
IQLT
$14.3B
$402K ﹤0.01%
+11,278
New +$377K
MTEM
2920
DELISTED
Molecular Templates, Inc.
MTEM
$402K ﹤0.01%
2,851
-1,674
-37% -$247K
TANH icon
2921
Tantech Holdings
TANH
$5.27M
$399K ﹤0.01%
30
-11
-27% -$237K
CREG
2922
DELISTED
Smart Powerr
CREG
$398K ﹤0.01%
+782
New +$311K
IVW icon
2923
iShares S&P 500 Growth ETF
IVW
$77.9B
$396K ﹤0.01%
6,200
-30,600
-83% -$1.86M
STND
2924
DELISTED
Standard AVB Financial Corp. Common Stock
STND
$396K ﹤0.01%
+12,155
New +$399K
URG
2925
Ur-Energy
URG
$533M
$393K ﹤0.01%
490,600
+210,202
+75% +$115K
115 116
117
118 119

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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.