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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
QNCX icon
3076
Quince Therapeutics
QNCX
$33M
$220K ﹤0.01%
22
-113
-84% -$1.03M
KOR
3077
DELISTED
Corvus Gold Inc. Common Shares
KOR
$220K ﹤0.01%
+74,900
New +$218K
VTWO icon
3078
Vanguard Russell 2000 ETF
VTWO
$17.5B
$218K ﹤0.01%
+3,600
New +$218K
LQDA icon
3079
Liquidia Corp
LQDA
$6.45B
$217K ﹤0.01%
44,058
+13,558
+44% +$78.4K
LKCO
3080
DELISTED
Luokung Technology Corp Ordinary Shares
LKCO
$217K ﹤0.01%
1,839
-385
-17% -$53K
TIPT icon
3081
Tiptree Inc
TIPT
$677M
$216K ﹤0.01%
+43,600
New +$236K
VKTX icon
3082
Viking Therapeutics
VKTX
$3.84B
$216K ﹤0.01%
+37,100
New +$255K
MNTX
3083
DELISTED
Manitex International, Inc.
MNTX
$216K ﹤0.01%
51,840
+12,000
+30% +$53.6K
ACHC icon
3084
Acadia Healthcare
ACHC
$2.82B
$215K ﹤0.01%
+7,300
New +$212K
BRN icon
3085
Barnwell Industries
BRN
$13.9M
$215K ﹤0.01%
252,044
+34,700
+16% +$30.3K
INSE icon
3086
Inspired Entertainment
INSE
$164M
$215K ﹤0.01%
72,770
-18,400
-20% -$61.3K
MKC.V icon
3087
McCormick & Company Voting
MKC.V
$14.5B
$215K ﹤0.01%
+2,200
New +$215K
HIL
3088
DELISTED
Hill International, Inc. Common Stock
HIL
$214K ﹤0.01%
162,089
-49,500
-23% -$71.5K
VOE icon
3089
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.5B
$213K ﹤0.01%
+2,100
New +$213K
XCUR icon
3090
Exicure
XCUR
$8.35M
$212K ﹤0.01%
807
+317
+65% +$104K
MYFW icon
3091
First Western Financial
MYFW
$309M
$211K ﹤0.01%
16,315
-1,785
-10% -$24.4K
RIBT
3092
DELISTED
RiceBran Technologies
RIBT
$210K ﹤0.01%
50,081
+11,196
+29% +$70.7K
FNDF icon
3093
Schwab Fundamental International Large Company Index ETF
FNDF
$25.8B
$209K ﹤0.01%
+8,500
New +$211K
IPI icon
3094
Intrepid Potash
IPI
$484M
$209K ﹤0.01%
24,819
-16,151
-39% -$153K
ICON
3095
DELISTED
Iconix Brand Group, Inc.
ICON
$209K ﹤0.01%
292,778
-47,900
-14% -$42.9K
AXIA.PR
3096
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
$208K ﹤0.01%
48,114
-39,906
-45% -$213K
SDPI
3097
DELISTED
Superior Drilling Products Inc.
SDPI
$208K ﹤0.01%
506,524
+22,400
+5% +$12K
ADIL
3098
Adial Pharmaceuticals
ADIL
$9.61M
$207K ﹤0.01%
149
+82
+122% +$76.4K
ELYS
3099
DELISTED
Elys Game Technology, Corp. Common Stock
ELYS
$207K ﹤0.01%
+100,551
New +$213K
CWBR
3100
DELISTED
CohBar, Inc. Common Stock
CWBR
$206K ﹤0.01%
7,239
+4,874
+206% +$196K
122 123
124
125 126

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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.