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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
ARL icon
3051
American Realty Investors
ARL
$246M
$251K ﹤0.01%
27,700
-1,200
-4% -$11.2K
KRP icon
3052
Kimbell Royalty Partners
KRP
$1.52B
$251K ﹤0.01%
+41,000
New +$331K
SSY
3053
DELISTED
SunLink Health Systems
SSY
$251K ﹤0.01%
263,745
+65,945
+33% +$63.1K
ONCT
3054
DELISTED
Oncternal Therapeutics, Inc. Common Stock
ONCT
$251K ﹤0.01%
7,384
+3,982
+117% +$195K
PLXP
3055
DELISTED
PLx Pharma Inc. Common Stock
PLXP
$251K ﹤0.01%
77,683
+3,700
+5% +$12.4K
LOV
3056
DELISTED
Spark Networks SE American Depositary Shares
LOV
$250K ﹤0.01%
+51,200
New +$235K
ELVN icon
3057
Enliven Therapeutics
ELVN
$4.25B
$249K ﹤0.01%
3,056
-191
-6% -$17.2K
VNET
3058
VNET Group
VNET
$2.12B
$248K ﹤0.01%
10,700
-896,400
-99% -$20.9M
NGVT icon
3059
Ingevity
NGVT
$2.59B
$247K ﹤0.01%
+5,000
New +$282K
FXL icon
3060
First Trust Technology AlphaDEX Fund
FXL
$2.89B
$245K ﹤0.01%
2,700
-8,000
-75% -$704K
RLJ icon
3061
RLJ Lodging Trust
RLJ
$1.67B
$244K ﹤0.01%
28,232
-471,500
-94% -$4.23M
VEL icon
3062
Velocity Financial
VEL
$715M
$243K ﹤0.01%
+48,400
New +$213K
FORK
3063
DELISTED
Fuling Global Inc
FORK
$242K ﹤0.01%
103,894
+36,099
+53% +$77.9K
KNSA icon
3064
Kiniksa Pharmaceuticals
KNSA
$6.07B
$241K ﹤0.01%
+15,700
New +$295K
HURA
3065
TuHURA Biosciences
HURA
$146M
$241K ﹤0.01%
98
+46
+88% +$92.6K
AUBN icon
3066
Auburn National Bancorp
AUBN
$92.4M
$234K ﹤0.01%
6,441
+400
+7% +$17.6K
SPTL icon
3067
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.8B
$234K ﹤0.01%
5,000
-400
-7% -$19K
AGRO icon
3068
Adecoagro
AGRO
$1.31B
$230K ﹤0.01%
49,300
-289,708
-85% -$1.36M
CLPT icon
3069
ClearPoint Neuro
CLPT
$470M
$229K ﹤0.01%
41,948
-8,652
-17% -$38.2K
LGMK
3070
DELISTED
LogicMark
LGMK
$228K ﹤0.01%
133
+123
+1,230% +$271K
SND icon
3071
Smart Sand
SND
$213M
$228K ﹤0.01%
174,200
+34,200
+24% +$43.2K
MFNC
3072
DELISTED
Mackinac Financial Corporation
MFNC
$227K ﹤0.01%
23,568
-12,800
-35% -$123K
PCEF icon
3073
Invesco CEF Income Composite ETF
PCEF
$823M
$225K ﹤0.01%
11,100
-3,900
-26% -$80.2K
TUFN
3074
DELISTED
Tufin Software Technologies Ltd.
TUFN
$224K ﹤0.01%
+27,100
New +$264K
AOA icon
3075
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.3B
$220K ﹤0.01%
+3,791
New +$219K
121 122
123
124 125

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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.