We are live on ! Find out more
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
BDR
3226
DELISTED
Blonder Tongue Laboratories Inc
BDR
$89K ﹤0.01%
108,417
+34,260
+46% +$28K
CBUS icon
3227
Cibus
CBUS
$150M
$88K ﹤0.01%
320
-498
-61% -$135K
NYMX
3228
DELISTED
Nymox Pharmaceutical Corp
NYMX
$88K ﹤0.01%
35,900
-23,475
-40% -$68.3K
ESEA icon
3229
Euroseas
ESEA
$518M
$87K ﹤0.01%
43,269
-369
-0.8% -$752
ASM
3230
Avino Silver & Gold Mines
ASM
$1.22B
$86K ﹤0.01%
87,088
-516,800
-86% -$548K
TUSK icon
3231
Mammoth Energy Services
TUSK
$162M
$86K ﹤0.01%
53,867
+43,500
+420% +$64.1K
VTGN icon
3232
VistaGen Therapeutics
VTGN
$11.6M
$86K ﹤0.01%
4,133
+3,735
+938% +$77.3K
CBAT icon
3233
CBAK Energy Technology Ltd
CBAT
$64.8M
$85K ﹤0.01%
42,169
-46,820
-53% -$44.7K
SALM
3234
DELISTED
Salem Media Group, Inc. Class A Common Stock
SALM
$85K ﹤0.01%
92,643
-236,755
-72% -$301K
CXDO icon
3235
Crexendo
CXDO
$217M
$84K ﹤0.01%
+15,012
New +$121K
IMV
3236
DELISTED
IMV Inc. Common Shares
IMV
$80K ﹤0.01%
1,810
-650
-26% -$29.2K
IMH
3237
DELISTED
Impac Mortgage Holdings Inc.
IMH
$80K ﹤0.01%
63,038
+40,270
+177% +$57.4K
ASUR icon
3238
Asure Software
ASUR
$240M
$79K ﹤0.01%
+10,408
New +$70.7K
BRSP
3239
BrightSpire Capital
BRSP
$626M
$79K ﹤0.01%
+16,176
New +$97.4K
FEDU
3240
Four Seasons Education Depositary Shares Rep 10 Ordinary Shares
FEDU
$18.8M
$79K ﹤0.01%
6,063
+2,530
+72% +$53.2K
GMDA
3241
DELISTED
Gamida Cell Ltd. Ordinary Shares
GMDA
$79K ﹤0.01%
19,082
-257,218
-93% -$1.1M
CHMA
3242
DELISTED
Chiasma, Inc. Common Stock
CHMA
$79K ﹤0.01%
18,378
-175,200
-91% -$839K
CTOS icon
3243
Custom Truck One Source
CTOS
$2.42B
$78K ﹤0.01%
+18,855
New +$72.9K
TRMD icon
3244
TORM
TRMD
$3.02B
$78K ﹤0.01%
11,500
-20,631
-64% -$149K
XTKG
3245
DELISTED
X3 Holdings Co., Ltd. Class A Ordinary Shares
XTKG
– –
0
– –
OTLK icon
3246
Outlook Therapeutics
OTLK
$162M
$77K ﹤0.01%
+5,340
New +$119K
IPWR icon
3247
Ideal Power
IPWR
$70.9M
$76K ﹤0.01%
+12,200
New +$81.8K
DNN icon
3248
Denison Mines
DNN
$2.98B
$75K ﹤0.01%
+184,500
New +$83.3K
SXTC icon
3249
China SXT Pharmaceuticals
SXTC
$1.83M
– –
0
– –
MPU icon
3250
Mega Matrix
MPU
$13.7M
$73K ﹤0.01%
183,500
+11,000
+6% +$5.65K
128 129
130
131 132

Similar funds

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.