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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
SG
3076
DELISTED
Sirius International Insurance Group, Ltd. Common Share
SG
$263K ﹤0.01%
+21,000
New +$246K
EDN
3077
Edenor
EDN
$1.04B
$259K ﹤0.01%
+61,000
New +$211K
IMVT icon
3078
Immunovant
IMVT
$8.64B
$259K ﹤0.01%
+5,600
New +$259K
TDAY
3079
USA Today Co
TDAY
$1B
$255K ﹤0.01%
+75,800
New +$156K
GNLN icon
3080
Greenlane Holdings
GNLN
$1.22M
– –
0
– –
HYPD
3081
Hyperion DeFi Inc
HYPD
$42.9M
$254K ﹤0.01%
524
-691
-57% -$213K
EGIO
3082
DELISTED
Edgio, Inc. Common Stock
EGIO
$254K ﹤0.01%
+1,589
New +$290K
PETZ icon
3083
TDH Holdings
PETZ
$15.5M
$252K ﹤0.01%
6,820
+1,835
+37% +$54.8K
VT icon
3084
Vanguard Total World Stock ETF
VT
$81.9B
$250K ﹤0.01%
2,700
-25,700
-90% -$2.23M
MMAC
3085
DELISTED
MMA Capital Holdings, Inc. Common Stock
MMAC
$250K ﹤0.01%
+10,168
New +$253K
FREE
3086
DELISTED
Whole Earth Brands, Inc. Class A Common Stock
FREE
$249K ﹤0.01%
+22,800
New +$208K
CBB
3087
DELISTED
Cincinnati Bell Inc.
CBB
$248K ﹤0.01%
16,231
-287,069
-95% -$4.36M
THD icon
3088
iShares MSCI Thailand ETF
THD
$354M
$247K ﹤0.01%
+3,200
New +$227K
CINF icon
3089
Cincinnati Financial
CINF
$26.5B
$245K ﹤0.01%
+2,800
New +$223K
XELB icon
3090
Xcel Brands
XELB
$6.42M
$245K ﹤0.01%
20,219
+13,727
+211% +$138K
YTEN
3091
DELISTED
Yield10 Bioscience, Inc. Common Stock
YTEN
$245K ﹤0.01%
1,767
-564
-24% -$85.6K
FLOW
3092
DELISTED
SPX FLOW, Inc.
FLOW
$243K ﹤0.01%
4,200
-16,300
-80% -$834K
KRC icon
3093
Kilroy Realty
KRC
$4.3B
$241K ﹤0.01%
4,200
-187,800
-98% -$10.6M
ASPU
3094
DELISTED
ASPEN GROUP, INC.
ASPU
$240K ﹤0.01%
21,567
-115,800
-84% -$1.28M
FREL icon
3095
Fidelity MSCI Real Estate Index ETF
FREL
$1.49B
$239K ﹤0.01%
+9,400
New +$232K
FUTY icon
3096
Fidelity MSCI Utilities Index ETF
FUTY
$2.31B
$235K ﹤0.01%
+5,800
New +$236K
IWS icon
3097
iShares Russell Mid-Cap Value ETF
IWS
$16.1B
$233K ﹤0.01%
2,400
-4,700
-66% -$424K
CALB
3098
DELISTED
California BanCorp Common Stock
CALB
$232K ﹤0.01%
14,881
-19
-0.1% -$284
APTO
3099
DELISTED
Aptose Biosciences, Inc.
APTO
$232K ﹤0.01%
118
-396
-77% -$930K
DHC
3100
Diversified Healthcare Trust
DHC
$2.03B
$231K ﹤0.01%
+55,969
New +$221K
122 123
124
125 126

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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.