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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
VOX icon
3101
Vanguard Communication Services ETF
VOX
$5.88B
$228K ﹤0.01%
1,900
-10,200
-84% -$1.14M
MFNC
3102
DELISTED
Mackinac Financial Corporation
MFNC
$224K ﹤0.01%
17,560
-6,008
-25% -$70.3K
FNDF icon
3103
Schwab Fundamental International Large Company Index ETF
FNDF
$25.8B
$223K ﹤0.01%
7,600
-900
-11% -$24.4K
EQ icon
3104
Equillium
EQ
$127M
$222K ﹤0.01%
41,509
-65,840
-61% -$344K
AMBO
3105
Ambow Education Holding
AMBO
$6.06M
$221K ﹤0.01%
10,166
+2,570
+34% +$68.5K
OVLY icon
3106
Oak Valley Bancorp
OVLY
$288M
$219K ﹤0.01%
13,164
-909
-6% -$14.9K
RAPT
3107
DELISTED
RAPT Therapeutics
RAPT
$219K ﹤0.01%
+1,388
New +$302K
SXTC icon
3108
China SXT Pharmaceuticals
SXTC
$1.76M
– –
0
– –
TMF icon
3109
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.17B
$218K ﹤0.01%
+620
New +$226K
NNVC icon
3110
NanoViricides
NNVC
$34.7M
$217K ﹤0.01%
+75,613
New +$275K
VGLT icon
3111
Vanguard Long-Term Treasury ETF
VGLT
$10.4B
$217K ﹤0.01%
+2,261
New +$219K
ARTW icon
3112
Arts-Way Manufacturing Co
ARTW
$14.9M
$216K ﹤0.01%
74,974
+27,900
+59% +$67.9K
CNSY
3113
Cerenome, Inc. Common Stock
CNSY
$25.5M
$214K ﹤0.01%
283
+190
+204% +$162K
CANF
3114
Can-Fite BioPharma American Depositary Shares
CANF
$7.28M
$212K ﹤0.01%
594
+529
+814% +$193K
SCNX
3115
Scienture Holdings
SCNX
$18.9M
$212K ﹤0.01%
+2,673
New +$216K
GRTX
3116
DELISTED
Galera Therapeutics, Inc. Common Stock
GRTX
$212K ﹤0.01%
20,770
+7,700
+59% +$84.2K
BH.A icon
3117
Biglari Holdings Class A
BH.A
$1.2B
$211K ﹤0.01%
+360
New +$192K
MTRX icon
3118
Matrix Service
MTRX
$328M
$210K ﹤0.01%
19,059
-63,700
-77% -$587K
AMOV
3119
DELISTED
America Movil SAB de CV
AMOV
$210K ﹤0.01%
14,353
+3,346
+30% +$44.9K
BMRA icon
3120
Biomerica
BMRA
$5.01M
$209K ﹤0.01%
+5,235
New +$262K
CASI
3121
DELISTED
CASI Pharmaceuticals
CASI
$209K ﹤0.01%
7,081
-52,692
-88% -$1.15M
CTEK
3122
DELISTED
CynergisTek, Inc.
CTEK
$209K ﹤0.01%
144,067
+57,822
+67% +$85.7K
AGMH icon
3123
AGM Group Holdings
AGMH
$2.24M
$208K ﹤0.01%
272
+34
+14% +$25.5K
AWX icon
3124
Avalon Holdings
AWX
$10.9M
$207K ﹤0.01%
79,588
+25,888
+48% +$53.4K
KELYB
3125
Kelly Services Class B
KELYB
$822M
$207K ﹤0.01%
+10,100
New +$200K
123 124
125
126 127

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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.