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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
OPHC icon
3226
OptimumBank Holdings
OPHC
$116M
$127K ﹤0.01%
37,600
+21,100
+128% +$62.9K
ESBK
3227
DELISTED
Elmira Savings Bank Elmira NY
ESBK
$127K ﹤0.01%
+11,085
New +$124K
CECO icon
3228
Ceco Environmental
CECO
$4.5B
$125K ﹤0.01%
17,998
-48,200
-73% -$354K
BCLI
3229
DELISTED
BRAINSTORM CELL THERAPUTC
BCLI
$124K ﹤0.01%
+1,827
New +$249K
AEHL icon
3230
Antelope Enterprise Holdings
AEHL
$5.37M
$122K ﹤0.01%
+1
New +$87.3K
SLGL icon
3231
Sol-Gel Technologies
SLGL
$275M
$122K ﹤0.01%
1,242
-738
-37% -$62.9K
EMX
3232
DELISTED
EMX Royalty
EMX
$121K ﹤0.01%
36,206
-173,594
-83% -$503K
KRMD icon
3233
KORU Medical Systems
KRMD
$154M
$121K ﹤0.01%
20,144
-160,556
-89% -$899K
SEAC
3234
DELISTED
Seachange International Inc
SEAC
$121K ﹤0.01%
4,327
-4,453
-51% -$77.3K
USWS
3235
DELISTED
U.S. Well Services, Inc. Class A Common Stock
USWS
$120K ﹤0.01%
+13,819
New +$109K
NAVB
3236
DELISTED
Navidea Biopharmaceuticals Inc.
NAVB
$120K ﹤0.01%
55,695
-40,453
-42% -$95.4K
PLG
3237
Platinum Group Metals
PLG
$189M
$119K ﹤0.01%
25,900
-174,153
-87% -$501K
RAVE icon
3238
RAVE Restaurant Group
RAVE
$44.2M
$119K ﹤0.01%
+130,812
New +$107K
AUC
3239
ATIF Holdings
AUC
$69M
$119K ﹤0.01%
1,423
+355
+33% +$29.8K
AACG
3240
ATA Creativity
AACG
$48M
$118K ﹤0.01%
+99,144
New +$116K
AWH
3241
DELISTED
Aspira Women's Health Inc. Common Stock
AWH
$118K ﹤0.01%
+1,171
New +$78.2K
AAME icon
3242
Atlantic American Corp
AAME
$29M
$117K ﹤0.01%
56,700
+1,200
+2% +$2.56K
EYPT icon
3243
EyePoint Inc
EYPT
$1.16B
$117K ﹤0.01%
+17,760
New +$83.1K
VTNR
3244
DELISTED
Vertex Energy, Inc
VTNR
$115K ﹤0.01%
+162,100
New +$92.1K
AGIG
3245
Abundia Global Impact Group
AGIG
$38.5M
$114K ﹤0.01%
+6,518
New +$107K
OMEX icon
3246
Odyssey Marine Exploration
OMEX
$53.4M
$113K ﹤0.01%
+15,860
New +$109K
MATH icon
3247
Metalpha Technology Holding
MATH
$38.5M
$112K ﹤0.01%
+47,929
New +$133K
MBOT icon
3248
Microbot Medical
MBOT
$113M
$112K ﹤0.01%
+16,200
New +$122K
CCRC
3249
DELISTED
China Customer Relations Centers, Inc
CCRC
$112K ﹤0.01%
29,906
+2,200
+8% +$10.3K
CZWI icon
3250
Citizens Community Bancorp
CZWI
$204M
$111K ﹤0.01%
10,200
-7,111
-41% -$62K
128 129
130
131 132

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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.