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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
BDRX
3026
Biodexa Pharmaceuticals
BDRX
$1.61M
– –
0
– –
NMTR
3027
DELISTED
9 Meters Biopharma
NMTR
$275K ﹤0.01%
16,887
+10,447
+162% +$127K
BRQS
3028
DELISTED
Borqs Technologies, Inc. Ordinary Shares
BRQS
$274K ﹤0.01%
1,411
+1,022
+263% +$214K
EWS icon
3029
iShares MSCI Singapore ETF
EWS
$1.16B
$271K ﹤0.01%
14,500
-32,600
-69% -$619K
NSYS icon
3030
Nortech Systems
NSYS
$35.6M
$270K ﹤0.01%
57,559
+10,600
+23% +$48.7K
GSV
3031
DELISTED
Gold Standard Ventures Corp.
GSV
$270K ﹤0.01%
346,036
-181,190
-34% -$154K
LEMB icon
3032
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$723M
$268K ﹤0.01%
+6,400
New +$269K
SIF icon
3033
SIFCO Industries
SIF
$121M
$268K ﹤0.01%
72,734
+4,700
+7% +$18.4K
GXC icon
3034
State Street SPDR S&P China ETF
GXC
$469M
$267K ﹤0.01%
2,245
-12,855
-85% -$1.51M
CPHI icon
3035
China Pharma Holdings
CPHI
$44.2M
$266K ﹤0.01%
1,457
-219
-13% -$50.5K
METC icon
3036
Ramaco Resources Class A
METC
$667M
$266K ﹤0.01%
78,624
+26,356
+50% +$68K
NWL icon
3037
Newell Brands
NWL
$2.63B
$266K ﹤0.01%
+15,500
New +$259K
CSPR
3038
DELISTED
Casper Sleep Inc.
CSPR
$262K ﹤0.01%
+36,500
New +$305K
XYLO
3039
DELISTED
Xylo Technologies
XYLO
$261K ﹤0.01%
4,727
-4,341
-48% -$259K
AXLA
3040
DELISTED
Axcella Health Inc. Common Stock
AXLA
$261K ﹤0.01%
2,256
-4,896
-68% -$603K
JP
3041
DELISTED
Jupai Holdings Limited American depositary shares, each representing six ordinary shares
JP
$261K ﹤0.01%
154,626
-2,052
-1% -$3.64K
AQB icon
3042
AquaBounty Technologies
AQB
$7.72M
$260K ﹤0.01%
2,906
-1,296
-31% -$91.3K
NAVB
3043
DELISTED
Navidea Biopharmaceuticals Inc.
NAVB
$260K ﹤0.01%
96,148
-152,852
-61% -$548K
KWEB icon
3044
KraneShares CSI China Internet ETF
KWEB
$5.31B
$259K ﹤0.01%
3,800
-12,800
-77% -$869K
KA
3045
DELISTED
Kineta, Inc. Common Stock
KA
$259K ﹤0.01%
1,680
+327
+24% +$61.4K
BPTH
3046
DELISTED
Bio-Path Holdings Inc
BPTH
$259K ﹤0.01%
3,055
+830
+37% +$77.7K
CTRM icon
3047
Castor Maritime
CTRM
$21.8M
$257K ﹤0.01%
16,708
+7,616
+84% +$152K
ACEL icon
3048
Accel Entertainment
ACEL
$1.01B
$256K ﹤0.01%
+23,900
New +$255K
AMAL icon
3049
Amalgamated Financial
AMAL
$1.53B
$254K ﹤0.01%
+23,966
New +$280K
JRSH icon
3050
Jerash Holdings
JRSH
$67.7M
$254K ﹤0.01%
56,246
+32,162
+134% +$151K
120 121
122
123 124

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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.