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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
QFIN icon
3026
Qfin Holdings
QFIN
$1.52B
$307K ﹤0.01%
+26,000
New +$311K
ITP icon
3027
IT Tech Packaging
ITP
$2.88M
$305K ﹤0.01%
54,825
+14,519
+36% +$90.5K
AXLA
3028
DELISTED
Axcella Health Inc. Common Stock
AXLA
$305K ﹤0.01%
2,352
+96
+4% +$12.3K
FXL icon
3029
First Trust Technology AlphaDEX Fund
FXL
$2.89B
$302K ﹤0.01%
2,700
– –
RNGR icon
3030
Ranger Energy Services
RNGR
$405M
$302K ﹤0.01%
82,887
+37,200
+81% +$118K
RPV icon
3031
Invesco S&P 500 Pure Value ETF
RPV
$1.74B
$301K ﹤0.01%
+4,900
New +$276K
ARL icon
3032
American Realty Investors
ARL
$246M
$300K ﹤0.01%
27,500
-200
-0.7% -$1.99K
FDL icon
3033
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.98B
$299K ﹤0.01%
+10,100
New +$285K
VIST icon
3034
Vista Energy
VIST
$7.33B
$298K ﹤0.01%
+116,500
New +$289K
SDPI
3035
DELISTED
Superior Drilling Products Inc.
SDPI
$298K ﹤0.01%
492,024
-14,500
-3% -$6.88K
FBSS
3036
DELISTED
Fauquier Bankshares Inc
FBSS
$298K ﹤0.01%
+17,139
New +$280K
IGF icon
3037
iShares Global Infrastructure ETF
IGF
$10.7B
$297K ﹤0.01%
+6,800
New +$285K
RYTM icon
3038
Rhythm Pharmaceuticals
RYTM
$7.99B
$297K ﹤0.01%
10,000
-187,000
-95% -$4.75M
HT
3039
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
$296K ﹤0.01%
37,562
-106,404
-74% -$725K
ARMP icon
3040
Armata Pharmaceuticals
ARMP
$177M
$295K ﹤0.01%
98,996
+5,298
+6% +$16.8K
KNSA icon
3041
Kiniksa Pharmaceuticals
KNSA
$6.07B
$295K ﹤0.01%
16,700
+1,000
+6% +$17.6K
POWW icon
3042
Outdoor Holding Co
POWW
$255M
$295K ﹤0.01%
+89,326
New +$286K
JFIN
3043
Jiayin Group
JFIN
$120M
$294K ﹤0.01%
+96,500
New +$305K
IPWR icon
3044
Ideal Power
IPWR
$70M
$293K ﹤0.01%
35,900
+23,700
+194% +$169K
ICON
3045
DELISTED
Iconix Brand Group, Inc.
ICON
$293K ﹤0.01%
232,821
-59,957
-20% -$51.9K
RIBT
3046
DELISTED
RiceBran Technologies
RIBT
$292K ﹤0.01%
47,930
-2,151
-4% -$11.7K
MYSZ icon
3047
My Size
MYSZ
$2.28M
$291K ﹤0.01%
+129
New +$229K
AUBN icon
3048
Auburn National Bancorp
AUBN
$92.4M
$289K ﹤0.01%
6,941
+500
+8% +$19.9K
APWC icon
3049
Asia Pacific Wire & Cable
APWC
$61.8M
$287K ﹤0.01%
129,108
+91,428
+243% +$168K
DBEF icon
3050
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.46B
$287K ﹤0.01%
+8,535
New +$276K
120 121
122
123 124

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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.