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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
XYF
3001
X Financial
XYF
$202M
$329K ﹤0.01%
164,326
+57,932
+54% +$126K
AUMN
3002
DELISTED
Golden Minerals Company
AUMN
$329K ﹤0.01%
17,329
-26,863
-61% -$350K
WSO.B
3003
Watsco Inc Class B
WSO.B
$13.6B
$326K ﹤0.01%
1,400
– –
CRMD icon
3004
CorMedix
CRMD
$639M
$325K ﹤0.01%
+43,700
New +$297K
THER
3005
DELISTED
THERATECHNOLOGIES INC COM
THER
$325K ﹤0.01%
130,106
+78,606
+153% +$196K
FTSI
3006
DELISTED
FTS International, Inc. Common Stock
FTSI
$322K ﹤0.01%
+16,769
New +$165K
IEV icon
3007
iShares Europe ETF
IEV
$1.7B
$321K ﹤0.01%
6,700
-8,700
-56% -$391K
YCBD icon
3008
cbdMD
YCBD
$5.93M
$321K ﹤0.01%
302
-434
-59% -$395K
MOHO
3009
DELISTED
ECMOHO Limited American Depositary Shares
MOHO
$321K ﹤0.01%
142,707
+45,900
+47% +$83.3K
QNRX
3010
Quoin Pharmaceuticals
QNRX
$11.8M
$320K ﹤0.01%
7
-4
-36% -$174K
NEW
3011
DELISTED
Puxin Limited American Depositary Shares, each representing twenty Ordinary Shares
NEW
$320K ﹤0.01%
5,490
+452
+9% +$34.3K
DXR icon
3012
Daxor
DXR
$59.5M
$319K ﹤0.01%
25,521
-4,000
-14% -$55.4K
RJET
3013
Republic Airways Holdings
RJET
$962M
$319K ﹤0.01%
+3,180
New +$237K
WPG
3014
DELISTED
Washington Prime Group Inc.
WPG
$318K ﹤0.01%
+48,878
New +$344K
ALNA
3015
DELISTED
Allena Pharmaceuticals
ALNA
$316K ﹤0.01%
+247,011
New +$344K
EDSA icon
3016
Edesa Biotech
EDSA
$51.1M
$315K ﹤0.01%
+10,586
New +$433K
KA
3017
DELISTED
Kineta, Inc. Common Stock
KA
$312K ﹤0.01%
2,621
+941
+56% +$143K
TLGT
3018
DELISTED
Teligent, Inc
TLGT
$311K ﹤0.01%
414,644
+384,302
+1,267% +$250K
DTIL icon
3019
Precision BioSciences
DTIL
$205M
$310K ﹤0.01%
+1,238
New +$303K
LEE icon
3020
Lee Enterprises
LEE
$182M
$310K ﹤0.01%
+24,598
New +$243K
CDMO
3021
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
$310K ﹤0.01%
26,859
+3,917
+17% +$35.8K
IIN
3022
DELISTED
IntriCon Corporation
IIN
$310K ﹤0.01%
17,100
-6,000
-26% -$91.6K
WSG
3023
DELISTED
Wanda Sports Group Company Limited American Depositary Shares
WSG
$310K ﹤0.01%
123,900
+106,348
+606% +$240K
SII
3024
Sprott
SII
$3.03B
$309K ﹤0.01%
10,690
-3,100
-22% -$95.9K
LYG icon
3025
Lloyds Banking Group
LYG
$90B
$307K ﹤0.01%
156,605
-519,295
-77% -$875K
119 120
121
122 123

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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.