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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
AMN icon
3351
AMN Healthcare
AMN
$1.3B
– –
-84,900
Closed -$3.84M
ANDE icon
3352
Andersons Inc
ANDE
$2.22B
– –
-49,376
Closed -$679K
ANF icon
3353
Abercrombie & Fitch
ANF
$4.84B
– –
-53,800
Closed -$572K
ANY icon
3354
Sphere 3D
ANY
$17.8M
– –
-525
Closed -$105K
APA icon
3355
APA Corp
APA
$13.9B
– –
-924,854
Closed -$12.5M
APH icon
3356
Amphenol
APH
$210B
– –
-78,400
Closed -$1.88M
ARCO icon
3357
Arcos Dorados Holdings
ARCO
$1.73B
– –
-609,027
Closed -$2.48M
ARKK icon
3358
ARK Innovation ETF
ARKK
$6.46B
– –
-56,800
Closed -$4.05M
ARQT icon
3359
Arcutis Biotherapeutics
ARQT
$3.26B
– –
-27,700
Closed -$838K
ARVN icon
3360
Arvinas
ARVN
$583M
– –
-92,500
Closed -$3.1M
ARW icon
3361
Arrow Electronics
ARW
$10.7B
– –
-106,400
Closed -$7.31M
ASND icon
3362
Ascendis Pharma A/S
ASND
$16.3B
– –
-55,082
Closed -$8.15M
ATNM icon
3363
Actinium Pharmaceuticals
ATNM
$28.9M
– –
-120,212
Closed -$1.27M
ATXS
3364
DELISTED
Astria Therapeutics
ATXS
– –
-17,341
Closed -$669K
AUB icon
3365
Atlantic Union Bankshares
AUB
$6.1B
– –
-107,394
Closed -$2.49M
AVNS
3366
DELISTED
Avanos Medical
AVNS
– –
-72,800
Closed -$2.14M
AXTI icon
3367
AXT Inc
AXTI
$5.07B
– –
-221,301
Closed -$1.05M
AXSM icon
3368
Axsome Therapeutics
AXSM
$11.4B
– –
-66,400
Closed -$5.46M
AYTU icon
3369
AYTU BioPharma
AYTU
$25.7M
– –
-330
Closed -$94K
BABA icon
3370
Alibaba
BABA
$292B
– –
-1,974,700
Closed -$426M
BANF icon
3371
BancFirst
BANF
$3.87B
– –
-78,300
Closed -$3.18M
BANR icon
3372
Banner Corp
BANR
$2.5B
– –
-16,699
Closed -$635K
BBAR icon
3373
BBVA Argentina
BBAR
$3.21B
– –
-215,800
Closed -$809K
BBY icon
3374
Best Buy
BBY
$18B
– –
-1,037,758
Closed -$90.6M
BCLI
3375
DELISTED
BRAINSTORM CELL THERAPUTC
BCLI
– –
-9,416
Closed -$1.58M
133 134
135
136 137

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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.