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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
EWH icon
2976
iShares MSCI Hong Kong ETF
EWH
$1.21B
$355K ﹤0.01%
+14,400
New +$336K
PZG icon
2977
Paramount Gold Nevada
PZG
$130M
$355K ﹤0.01%
303,730
+9,306
+3% +$10.5K
CPHI icon
2978
China Pharma Holdings
CPHI
$44.2M
$354K ﹤0.01%
1,588
+131
+9% +$28.2K
LFT
2979
Lument Finance Trust
LFT
$36.5M
$351K ﹤0.01%
107,397
+46,488
+76% +$136K
XNCR icon
2980
Xencor
XNCR
$1.72B
$351K ﹤0.01%
+8,044
New +$333K
PEB icon
2981
Pebblebrook Hotel Trust
PEB
$2.04B
$350K ﹤0.01%
+18,600
New +$301K
BHR
2982
Braemar Hotels & Resorts
BHR
$139M
$349K ﹤0.01%
+75,800
New +$265K
GTEC icon
2983
Greenland Technologies Holding
GTEC
$19.1M
$349K ﹤0.01%
+48,231
New +$238K
MOGU
2984
MOGU Inc
MOGU
$15.3M
$349K ﹤0.01%
13,383
+6,902
+106% +$209K
XBIO icon
2985
Xenetic Biosciences
XBIO
$7.56M
$347K ﹤0.01%
17,020
+11,099
+187% +$134K
EGBN icon
2986
Eagle Bancorp
EGBN
$877M
$343K ﹤0.01%
8,300
-85,180
-91% -$2.98M
EWN icon
2987
iShares MSCI Netherlands ETF
EWN
$735M
$343K ﹤0.01%
+8,300
New +$316K
AVXL icon
2988
Anavex Life Sciences
AVXL
$316M
$341K ﹤0.01%
+63,100
New +$333K
CWI icon
2989
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.88B
$340K ﹤0.01%
12,300
+3,900
+46% +$101K
KFRC icon
2990
Kforce
KFRC
$1.03B
$339K ﹤0.01%
8,049
-128,600
-94% -$5.09M
IMV
2991
DELISTED
IMV Inc. Common Shares
IMV
$338K ﹤0.01%
11,010
+9,200
+508% +$320K
BDRX
2992
Biodexa Pharmaceuticals
BDRX
$1.54M
– –
0
– –
UUU icon
2993
Universal Safety Products Inc
UUU
$10.8M
$336K ﹤0.01%
67,123
+4,826
+8% +$13.6K
SCWX
2994
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
$335K ﹤0.01%
23,540
-1,760
-7% -$20.9K
ZNTL icon
2995
Zentalis Pharmaceuticals
ZNTL
$297M
$332K ﹤0.01%
+6,397
New +$289K
SFUN
2996
DELISTED
Fang Holdings Limited American Depositary Shares (each representing ten Class A Ordinary Shares)
SFUN
$331K ﹤0.01%
+24,714
New +$287K
IXN icon
2997
iShares Global Tech ETF
IXN
$9.47B
$330K ﹤0.01%
6,600
-3,000
-31% -$139K
MGV icon
2998
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.7B
$330K ﹤0.01%
+3,800
New +$312K
RSPT icon
2999
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$6.05B
$330K ﹤0.01%
+13,000
New +$302K
PHX
3000
DELISTED
PHX Minerals
PHX
$329K ﹤0.01%
143,000
+27,400
+24% +$49.7K
118 119
120
121 122

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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.