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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
NCSM icon
3326
NCS Multistage Holdings
NCSM
$133M
$17K ﹤0.01%
1,465
+847
+137% +$10.1K
UAMY icon
3327
United States Antimony
UAMY
$792M
$17K ﹤0.01%
+58,061
New +$26.5K
NBRV
3328
DELISTED
Nabriva Therapeutics plc Ordinary Shares Ireland
NBRV
$16K ﹤0.01%
+122
New +$20.4K
AIHS icon
3329
Senmiao Technology Ltd
AIHS
$22.3M
$13K ﹤0.01%
213
-1,087
-84% -$70.6K
GGE
3330
DELISTED
Green Giant Inc. Common Stock
GGE
$13K ﹤0.01%
+11,902
New +$16.9K
MOTS
3331
DELISTED
Motus GI Holdings, Inc. Common Stock
MOTS
$11K ﹤0.01%
38
-269
-88% -$90.4K
KXIN icon
3332
Kaixin Holdings
KXIN
$8.38M
– –
0
– –
INDP icon
3333
Indaptus Therapeutics
INDP
$140M
$4K ﹤0.01%
8
-485
-98% -$356K
AAOI icon
3334
Applied Optoelectronics
AAOI
$11.7B
– –
-78,200
Closed -$850K
ABG icon
3335
Asbury Automotive
ABG
$3.75B
– –
-41,200
Closed -$3.19M
ABT icon
3336
Abbott
ABT
$191B
– –
-515,966
Closed -$47.2M
ABUS icon
3337
Arbutus Biopharma
ABUS
$906M
– –
-61,207
Closed -$111K
ACHV icon
3338
Achieve Life Sciences
ACHV
$733M
– –
-24,962
Closed -$198K
ADT icon
3339
ADT
ADT
$5.33B
– –
-295,700
Closed -$2.36M
AG icon
3340
First Majestic Silver
AG
$9.15B
– –
-3,098,600
Closed -$30.8M
AIA icon
3341
iShares Asia 50 ETF
AIA
$5.09B
– –
-9,800
Closed -$636K
AIZ icon
3342
Assurant
AIZ
$13.9B
– –
-69,900
Closed -$7.22M
AKAM icon
3343
Akamai
AKAM
$17.8B
– –
-223,800
Closed -$24M
ALAR
3344
Alarum Technologies
ALAR
$12.9M
– –
-45,259
Closed -$751K
ALC icon
3345
Alcon
ALC
$35.3B
– –
-331,093
Closed -$19M
ALDX icon
3346
Aldeyra Therapeutics
ALDX
$92.3M
– –
-79,618
Closed -$332K
ALEC icon
3347
Alector
ALEC
$229M
– –
-69,780
Closed -$1.71M
ALRS icon
3348
Alerus Financial
ALRS
$844M
– –
-16,765
Closed -$331K
ALV icon
3349
Autoliv
ALV
$8.85B
– –
-115,018
Closed -$7.41M
AME icon
3350
Ametek
AME
$58.8B
– –
-16,250
Closed -$1.45M
132 133
134
135 136

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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.