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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
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
APRN
3151
DELISTED
Blue Apron Holdings, Inc. Class A Common Stock
APRN
$157K ﹤0.01%
+1,825
New +$209K
ELOX
3152
DELISTED
Eloxx Pharmaceuticals, Inc. Common Stock
ELOX
$157K ﹤0.01%
1,488
-770
-34% -$92.2K
RKTO
3153
Rocket One Inc
RKTO
$19.5M
$156K ﹤0.01%
3,168
+2,218
+233% +$141K
IMTE icon
3154
Integrated Media Technology
IMTE
$1.78M
$154K ﹤0.01%
4,105
-2,144
-34% -$79.4K
SACH
3155
Sachem Capital Corp
SACH
$37.6M
$153K ﹤0.01%
38,645
-32,900
-46% -$114K
SEAC
3156
DELISTED
Seachange International Inc
SEAC
$153K ﹤0.01%
8,780
-30,557
-78% -$808K
MNDO icon
3157
Mind CTI
MNDO
$20.6M
$152K ﹤0.01%
65,700
-871
-1% -$1.93K
PALI icon
3158
Palisade Bio
PALI
$375M
$152K ﹤0.01%
58
-41
-41% -$131K
BYU
3159
DELISTED
BAIYU Holdings, Inc. Common Stock
BYU
$151K ﹤0.01%
238
-82
-26% -$58K
EVLO
3160
DELISTED
Evelo Biosciences, Inc. Common Stock
EVLO
$151K ﹤0.01%
1,434
-365
-20% -$33.3K
FFWM
3161
DELISTED
First Foundation Inc
FFWM
$150K ﹤0.01%
11,500
-5,400
-32% -$81.9K
CFB
3162
DELISTED
CrossFirst Bankshares, Inc. Common Stock
CFB
$150K ﹤0.01%
17,208
-28,400
-62% -$267K
ASLN
3163
DELISTED
ASLAN Pharmaceuticals Limited American Depositary Shares
ASLN
$148K ﹤0.01%
1,948
-1,253
-39% -$84.2K
SLGL icon
3164
Sol-Gel Technologies
SLGL
$273M
$143K ﹤0.01%
1,980
-2,219
-53% -$171K
FTK icon
3165
Flotek Industries
FTK
$1.24B
$136K ﹤0.01%
8,379
-5,398
-39% -$62.9K
TRX icon
3166
TRX Gold Corp
TRX
$341M
$136K ﹤0.01%
195,500
-240,000
-55% -$208K
UNAM
3167
DELISTED
Unico American Corp
UNAM
$136K ﹤0.01%
22,629
+600
+3% +$3.04K
URG
3168
Ur-Energy
URG
$529M
$135K ﹤0.01%
+280,398
New +$153K
AMOV
3169
DELISTED
America Movil SAB de CV
AMOV
$135K ﹤0.01%
11,007
+304
+3% +$3.77K
CTEK
3170
DELISTED
CynergisTek, Inc.
CTEK
$135K ﹤0.01%
86,245
-20,968
-20% -$32K
MOHO
3171
DELISTED
ECMOHO Limited American Depositary Shares
MOHO
$134K ﹤0.01%
96,807
+81,907
+550% +$161K
IMNN icon
3172
Imunon
IMNN
$6.68M
$133K ﹤0.01%
931
-2,582
-73% -$652K
PRSO icon
3173
Peraso
PRSO
$10.3M
$132K ﹤0.01%
2,304
-265
-10% -$18K
USAP
3174
DELISTED
Universal Stainless & Alloy
USAP
$132K ﹤0.01%
+24,000
New +$171K
STG
3175
Sunlands Technology
STG
$44.1M
$131K ﹤0.01%
6,206
+696
+13% +$15K
125 126
127
128 129

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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.