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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
ARQ icon
3176
Arq
ARQ
$101M
$131K ﹤0.01%
+32,200
New +$138K
BNFT
3177
DELISTED
Benefitfocus, Inc.
BNFT
$131K ﹤0.01%
+11,654
New +$128K
LTBR icon
3178
Lightbridge
LTBR
$327M
$130K ﹤0.01%
+31,085
New +$149K
PETZ icon
3179
TDH Holdings
PETZ
$14.7M
$130K ﹤0.01%
4,985
+520
+12% +$13.7K
CURO
3180
DELISTED
CURO Group Holdings Corp.
CURO
$127K ﹤0.01%
+17,950
New +$137K
LIND icon
3181
Lindblad Expeditions
LIND
$2.25B
$124K ﹤0.01%
14,600
-271,772
-95% -$2.31M
JXG
3182
JX Luxventure
JXG
$85.6M
$123K ﹤0.01%
109
+69
+173% +$90.5K
IRCP
3183
DELISTED
IRSA Propiedades Comerciales S.A.
IRCP
$123K ﹤0.01%
68,303
-24,911
-27% -$45.3K
GLMD icon
3184
Galmed Pharmaceuticals
GLMD
$4.39M
$121K ﹤0.01%
190
-243
-56% -$198K
MITO
3185
DELISTED
Stealth BioTherapeutics Corp. ADS
MITO
$121K ﹤0.01%
89,261
-166,296
-65% -$285K
FBIO icon
3186
Fortress Biotech
FBIO
$101M
$120K ﹤0.01%
1,987
-38,280
-95% -$1.95M
AIRI icon
3187
Air Industries Group
AIRI
$12.2M
$119K ﹤0.01%
9,720
-6,840
-41% -$82.9K
CZWI icon
3188
Citizens Community Bancorp
CZWI
$203M
$119K ﹤0.01%
17,311
-12,589
-42% -$86.3K
RNGR icon
3189
Ranger Energy Services
RNGR
$403M
$119K ﹤0.01%
45,687
+6,700
+17% +$18.8K
CLPS icon
3190
CLPS Inc
CLPS
$26.1M
$118K ﹤0.01%
42,931
+12,115
+39% +$35.4K
KOSS icon
3191
Koss Corp
KOSS
$34.8M
$118K ﹤0.01%
55,135
+11,734
+27% +$23.5K
UUU icon
3192
Universal Safety Products Inc
UUU
$10.7M
$118K ﹤0.01%
62,297
-526
-0.8% -$928
VMD icon
3193
Viemed Healthcare
VMD
$354M
$118K ﹤0.01%
13,700
-48,500
-78% -$489K
GRTX
3194
DELISTED
Galera Therapeutics, Inc. Common Stock
GRTX
$118K ﹤0.01%
13,070
-8,993
-41% -$71.2K
NSEC
3195
DELISTED
National Security Group Inc
NSEC
$118K ﹤0.01%
10,000
-300
-3% -$3.74K
MTL.PR
3196
DELISTED
Mechel PAO American Depositary Shares (each representing one-half of a Preferred Share)
MTL.PR
$118K ﹤0.01%
299,238
+25,800
+9% +$12.7K
CCRC
3197
DELISTED
China Customer Relations Centers, Inc
CCRC
$117K ﹤0.01%
27,706
+2,100
+8% +$9.44K
OPRA
3198
Opera Ltd
OPRA
$1.8B
$116K ﹤0.01%
11,900
-80,200
-87% -$752K
IGC icon
3199
IGC Pharma
IGC
$30.4M
$115K ﹤0.01%
+110,622
New +$112K
NHLD
3200
DELISTED
National Holdings Corporation
NHLD
$115K ﹤0.01%
54,208
+2,100
+4% +$4.61K
126 127
128
129 130

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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.