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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
TZA icon
3101
Direxion Daily Small Cap Bear 3x ETF
TZA
$199M
$205K ﹤0.01%
+151
New +$214K
BCML icon
3102
BayCom
BCML
$339M
$204K ﹤0.01%
19,800
-10,300
-34% -$118K
IJH icon
3103
iShares Core S&P Mid-Cap ETF
IJH
$128B
$204K ﹤0.01%
5,500
-67,000
-92% -$2.5M
FWP
3104
DELISTED
Forward Pharma A/S American Depositary Shares
FWP
$204K ﹤0.01%
32,959
-1,138
-3% -$7.2K
AOR icon
3105
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.75B
$203K ﹤0.01%
4,200
-6,400
-60% -$309K
EWW icon
3106
iShares MSCI Mexico ETF
EWW
$1.87B
$203K ﹤0.01%
6,100
-22,900
-79% -$757K
CWI icon
3107
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.88B
$202K ﹤0.01%
+8,400
New +$203K
BSCK
3108
DELISTED
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
$202K ﹤0.01%
+9,500
New +$202K
CSTL icon
3109
Castle Biosciences
CSTL
$933M
$201K ﹤0.01%
3,900
-38,936
-91% -$1.73M
ESE icon
3110
ESCO Technologies
ESE
$7.79B
$201K ﹤0.01%
+2,500
New +$216K
MNK
3111
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
$201K ﹤0.01%
206,500
+129,900
+170% +$230K
FVCB icon
3112
FVCBankcorp
FVCB
$339M
$200K ﹤0.01%
25,001
-11,875
-32% -$98.6K
TECX
3113
Tectonic Therapeutic
TECX
$664M
$199K ﹤0.01%
1,275
-1,769
-58% -$356K
ITP icon
3114
IT Tech Packaging
ITP
$2.88M
$198K ﹤0.01%
40,306
+8,900
+28% +$43.8K
SLDB icon
3115
Solid Biosciences
SLDB
$974M
$198K ﹤0.01%
6,510
-2,190
-25% -$83.9K
HBB icon
3116
Hamilton Beach Brands
HBB
$447M
$197K ﹤0.01%
+10,133
New +$174K
INBK icon
3117
First Internet Bancorp
INBK
$256M
$197K ﹤0.01%
13,400
-4,901
-27% -$74.7K
THM
3118
International Tower Hill Mines
THM
$696M
$197K ﹤0.01%
+148,600
New +$230K
MRBK icon
3119
Meridian
MRBK
$240M
$195K ﹤0.01%
+24,182
New +$181K
TIO
3120
DELISTED
Tingo Group, Inc. Common Stock
TIO
$195K ﹤0.01%
50,295
-16,100
-24% -$60.1K
GRNQ icon
3121
Greenpro Capital
GRNQ
$16.7M
$194K ﹤0.01%
+1,337
New +$149K
NDLS icon
3122
Noodles & Co
NDLS
$100M
$192K ﹤0.01%
+3,498
New +$202K
AKTX
3123
Akari Therapeutics
AKTX
$12.3M
$189K ﹤0.01%
136
-31
-19% -$46K
BSVN icon
3124
Bank7 Corp
BSVN
$499M
$188K ﹤0.01%
20,000
-9,521
-32% -$95.9K
TWM icon
3125
ProShares UltraShort Russell2000
TWM
$40.8M
$188K ﹤0.01%
+1,040
New +$192K
123 124
125
126 127

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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.