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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
THER
3201
DELISTED
THERATECHNOLOGIES INC COM
THER
$114K ﹤0.01%
51,500
-28,800
-36% -$63.8K
CUBI icon
3202
Customers Bancorp
CUBI
$2.82B
$112K ﹤0.01%
+10,020
New +$119K
AUC
3203
ATIF Holdings
AUC
$69M
$112K ﹤0.01%
+1,068
New +$140K
AAME icon
3204
Atlantic American Corp
AAME
$29M
$111K ﹤0.01%
55,500
+600
+1% +$1.15K
MIST icon
3205
Milestone Pharmaceuticals
MIST
$133M
$111K ﹤0.01%
+15,100
New +$108K
RIVE
3206
DELISTED
Riverview Financial Corporation Common Stock
RIVE
$111K ﹤0.01%
+16,404
New +$111K
ARTW icon
3207
Arts-Way Manufacturing Co
ARTW
$14.9M
$108K ﹤0.01%
47,074
-2,600
-5% -$6.11K
ATEC icon
3208
Alphatec Holdings
ATEC
$1.51B
$108K ﹤0.01%
16,190
-391,999
-96% -$2.21M
CLGN icon
3209
CollPlant Biotechnologies
CLGN
$6.02M
$107K ﹤0.01%
12,797
+100
+0.8% +$900
SOGP
3210
Sound Group
SOGP
$48.1M
$106K ﹤0.01%
+4,710
New +$224K
EVOK
3211
DELISTED
Evoke Pharma
EVOK
$105K ﹤0.01%
+155
New +$98.9K
OXBR icon
3212
Oxbridge Re Holdings
OXBR
$10.5M
$105K ﹤0.01%
+59,600
New +$74.5K
XXII
3213
22nd Century Group
XXII
$1.42M
– –
0
– –
EVGN icon
3214
Evogene
EVGN
$10.3M
$101K ﹤0.01%
+2,540
New +$45.3K
ANVS icon
3215
Annovis Bio
ANVS
$76.1M
$99K ﹤0.01%
+20,615
New +$110K
SELF
3216
Global Self Storage
SELF
$58.9M
$98K ﹤0.01%
24,420
-1,580
-6% -$6.16K
BXRX
3217
DELISTED
Baudax Bio, Inc. Common Stock
BXRX
$98K ﹤0.01%
+25
New +$113K
IRS
3218
IRSA Inversiones y Representaciones
IRS
$1.25B
$97K ﹤0.01%
33,216
-19,809
-37% -$71K
AMR icon
3219
Alpha Metallurgical Resources
AMR
$1.97B
$94K ﹤0.01%
+12,900
New +$59.9K
AWX icon
3220
Avalon Holdings
AWX
$10.9M
$94K ﹤0.01%
53,700
+9,700
+22% +$16K
GIGM icon
3221
GigaMedia
GIGM
$16.7M
$92K ﹤0.01%
32,300
-4,050
-11% -$11.6K
SCKT icon
3222
Socket Mobile
SCKT
$11.2M
$92K ﹤0.01%
72,178
+17,126
+31% +$25.4K
CNSY
3223
Cerenome, Inc. Common Stock
CNSY
$25.5M
$90K ﹤0.01%
93
-131
-58% -$127K
OPTT icon
3224
Ocean Power Technologies
OPTT
$55.4M
$89K ﹤0.01%
88,031
-34,548
-28% -$33K
ALJJ
3225
DELISTED
ALJ Regional Holdings Inc
ALJJ
$89K ﹤0.01%
+122,275
New +$95.1K
127 128
129
130 131

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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.