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
VUZI icon
3276
Vuzix
VUZI
$219M
$50K ﹤0.01%
11,000
-33,100
-75% -$129K
XELB icon
3277
Xcel Brands
XELB
$6.84M
$50K ﹤0.01%
6,492
+372
+6% +$3.02K
NVCN
3278
DELISTED
Neovasc Inc.
NVCN
$49K ﹤0.01%
+910
New +$52.5K
SMTS
3279
DELISTED
Sierra Metals Inc. Common Stock
SMTS
$49K ﹤0.01%
33,400
-63,600
-66% -$95.7K
QXO
3280
QXO Inc
QXO
$16B
$48K ﹤0.01%
+2,261
New +$51.9K
BIOC
3281
DELISTED
Biocept, Inc.
BIOC
$48K ﹤0.01%
362
-12,293
-97% -$2.48M
APWC icon
3282
Asia Pacific Wire & Cable
APWC
$62.7M
$46K ﹤0.01%
+37,680
New +$42.9K
NSPR icon
3283
InspireMD
NSPR
$39.1M
$46K ﹤0.01%
9,710
+7,170
+282% +$45.5K
PTE
3284
DELISTED
PolarityTE, Inc. Common Stock
PTE
$46K ﹤0.01%
1,767
+1,067
+152% +$35.2K
YDKG
3285
Yueda Digital Holding
YDKG
$5.86M
$45K ﹤0.01%
+122
New +$44.4K
OPHC icon
3286
OptimumBank Holdings
OPHC
$114M
$45K ﹤0.01%
+16,500
New +$41.1K
NMCI
3287
DELISTED
Navios Maritime Containers L.P. Common Units
NMCI
$45K ﹤0.01%
+43,400
New +$35.9K
LJPC
3288
DELISTED
La Jolla Pharmaceutical Company
LJPC
$45K ﹤0.01%
11,100
-194,633
-95% -$806K
AEHR icon
3289
Aehr Test Systems
AEHR
$4.21B
$44K ﹤0.01%
+31,597
New +$58.6K
DTSS icon
3290
Datasea Intelligent Technology Ltd
DTSS
$8.04M
$43K ﹤0.01%
+913
New +$36.9K
PHIO icon
3291
Phio Pharmaceuticals
PHIO
$12.7M
$43K ﹤0.01%
188
-499
-73% -$127K
RETO icon
3292
ReTo Eco-Solutions
RETO
$9.57M
– –
0
– –
BACK
3293
DELISTED
IMAC Holdings, Inc. Common Stock
BACK
$43K ﹤0.01%
+1,837
New +$59.8K
BNED icon
3294
Barnes & Noble Education
BNED
$424M
$42K ﹤0.01%
+163
New +$36.7K
WSG
3295
DELISTED
Wanda Sports Group Company Limited American Depositary Shares
WSG
$41K ﹤0.01%
17,552
-48
-0.3% -$98
AENZ
3296
DELISTED
Aenza S.A.A.
AENZ
$40K ﹤0.01%
5,839
+1,388
+31% +$9.49K
AEMD icon
3297
Aethlon Medical
AEMD
$1.56M
$37K ﹤0.01%
+7
New +$47.4K
GERN icon
3298
Geron
GERN
$994M
$36K ﹤0.01%
20,876
-7,300
-26% -$13.5K
VOC icon
3299
VOC Energy
VOC
$54.9M
$35K ﹤0.01%
21,900
-28,160
-56% -$47.8K
BBDO icon
3300
Banco Bradesco
BBDO
$33.4B
$34K ﹤0.01%
12,872
-11,161
-46% -$34K
130 131
132
133 134

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.