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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
ASIX icon
2976
AdvanSix
ASIX
$446M
$316K ﹤0.01%
+24,500
New +$306K
CKPT
2977
DELISTED
Checkpoint Therapeutics
CKPT
$316K ﹤0.01%
11,790
+1,640
+16% +$39.4K
LIVE icon
2978
Live Ventures
LIVE
$30.8M
$311K ﹤0.01%
34,801
+2,002
+6% +$18.9K
MG icon
2979
Mistras Group
MG
$584M
$311K ﹤0.01%
79,438
-252,502
-76% -$1.01M
VONE icon
2980
Vanguard Russell 1000 ETF
VONE
$8.74B
$310K ﹤0.01%
+2,000
New +$305K
XTNT icon
2981
Xtant Medical Holdings
XTNT
$43.8M
$310K ﹤0.01%
376,688
+152,000
+68% +$149K
SI
2982
DELISTED
Silvergate Capital Corporation
SI
$310K ﹤0.01%
+21,506
New +$308K
DES icon
2983
WisdomTree US SmallCap Dividend Fund
DES
$2.23B
$308K ﹤0.01%
+14,600
New +$318K
STR
2984
DELISTED
Sitio Royalties
STR
$308K ﹤0.01%
31,600
-2,900
-8% -$32.6K
CELC icon
2985
Celcuity
CELC
$4.22B
$307K ﹤0.01%
52,954
-546
-1% -$3.13K
FRTA
2986
DELISTED
Forterra, Inc
FRTA
$307K ﹤0.01%
26,000
+4,000
+18% +$53.2K
ZAGG
2987
DELISTED
ZAGG Inc Common Stock (Delaware)
ZAGG
$305K ﹤0.01%
+109,054
New +$342K
STGW icon
2988
Stagwell
STGW
$2.28B
$304K ﹤0.01%
188,820
-240,454
-56% -$496K
BXG
2989
DELISTED
Bluegreen Vacations Corporation Common Stock
BXG
$304K ﹤0.01%
62,100
+36,600
+144% +$207K
DEM icon
2990
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.98B
$303K ﹤0.01%
+8,600
New +$322K
HYPD
2991
Hyperion DeFi Inc
HYPD
$42.9M
$303K ﹤0.01%
1,215
+955
+367% +$265K
BELFA icon
2992
Bel Fuse Inc Class A
BELFA
$3.4B
$302K ﹤0.01%
25,800
+700
+3% +$7.72K
QTWO icon
2993
Q2 Holdings
QTWO
$4.13B
$301K ﹤0.01%
+3,300
New +$308K
MDVL
2994
DELISTED
MedAvail Holdings, Inc. Common Stock
MDVL
$301K ﹤0.01%
+366
New +$313K
TCS
2995
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
$300K ﹤0.01%
+3,220
New +$207K
ARMP icon
2996
Armata Pharmaceuticals
ARMP
$177M
$299K ﹤0.01%
93,698
+8,821
+10% +$31K
NINE
2997
DELISTED
Nine Energy Service
NINE
$299K ﹤0.01%
264,200
+71,300
+37% +$114K
PSNL icon
2998
Personalis
PSNL
$1.54B
$299K ﹤0.01%
+13,800
New +$274K
CATX icon
2999
Perspective Therapeutics
CATX
$354M
$298K ﹤0.01%
51,070
-56,735
-53% -$370K
TGP
3000
DELISTED
Teekay LNG Partners L.P.
TGP
$298K ﹤0.01%
+28,400
New +$319K
118 119
120
121 122

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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.