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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
CD
3251
Chaince Digital Holdings
CD
$366M
$72K ﹤0.01%
29,723
-13,739
-32% -$41.4K
ENFY
3252
DELISTED
Enlightify Inc
ENFY
$71K ﹤0.01%
28,451
-5,652
-17% -$15.3K
GSKY
3253
DELISTED
GreenSky, Inc. Class A Common Stock
GSKY
$68K ﹤0.01%
+15,400
New +$73.2K
NEWA
3254
DELISTED
Newater Technology, Inc. Ordinary Shares
NEWA
$68K ﹤0.01%
19,500
+4,700
+32% +$17.2K
IMMP
3255
Immutep
IMMP
$59.9M
$66K ﹤0.01%
38,436
-124,203
-76% -$173K
LONE
3256
DELISTED
Lonestar Resources US Inc. Class A Common Stock
LONE
$65K ﹤0.01%
281,917
+10,246
+4% +$3.56K
STAF
3257
DELISTED
Staffing 360 Solutions, Inc. Common Stock (DE)
STAF
$63K ﹤0.01%
174
+63
+57% +$26.8K
ZYNE
3258
DELISTED
Zynerba Pharmaceuticals, Inc
ZYNE
$62K ﹤0.01%
+18,600
New +$68.3K
NBEV
3259
DELISTED
NewAge, Inc. Common Stock (Delaware)
NBEV
$60K ﹤0.01%
34,790
-398,800
-92% -$776K
VRDN icon
3260
Viridian Therapeutics
VRDN
$2.52B
$59K ﹤0.01%
5,041
-32,007
-86% -$477K
NUWE icon
3261
Nuwellis
NUWE
$477K
– –
0
– –
TIGR
3262
UP Fintech Holding
TIGR
$827M
$57K ﹤0.01%
12,000
-19,200
-62% -$104K
CNVS icon
3263
Cineverse
CNVS
$69.2M
$56K ﹤0.01%
4,938
-33,028
-87% -$820K
EPSN icon
3264
Epsilon Energy
EPSN
$166M
$56K ﹤0.01%
18,500
-15,100
-45% -$47K
MREO
3265
Mereo BioPharma
MREO
$48.6M
$56K ﹤0.01%
21,200
-29,200
-58% -$85.3K
PXS icon
3266
Pyxis Tankers
PXS
$52.6M
$56K ﹤0.01%
17,585
+775
+5% +$2.49K
BIOX icon
3267
Bioceres Crop Solutions
BIOX
$26.8M
$55K ﹤0.01%
+10,200
New +$57.8K
SIEB icon
3268
Siebert Financial
SIEB
$77.7M
$54K ﹤0.01%
16,700
+4,600
+38% +$18K
XBIO icon
3269
Xenetic Biosciences
XBIO
$7.31M
$54K ﹤0.01%
5,921
-11,399
-66% -$123K
AEY
3270
DELISTED
ADDvantage Technologies Group
AEY
$54K ﹤0.01%
2,830
-18,647
-87% -$430K
CNET icon
3271
ZW Data Action Technologies
CNET
$4.88M
$51K ﹤0.01%
+1,260
New +$32.4K
MBII
3272
DELISTED
Marrone Bio Innovations, Inc.
MBII
$51K ﹤0.01%
+42,000
New +$51.1K
NES
3273
DELISTED
Nuverra Environmental Solutions, Inc. Common Stock
NES
$51K ﹤0.01%
22,100
+5,600
+34% +$12.5K
BTOG icon
3274
Bit Origin
BTOG
$3.47M
$50K ﹤0.01%
+40
New +$77.5K
MXC icon
3275
Mexco Energy
MXC
$20.3M
$50K ﹤0.01%
+10,400
New +$50K
129 130
131
132 133

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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.