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
CDXS icon
3401
Codexis
CDXS
$176M
– –
-32,200
Closed -$367K
CEPU
3402
Central Puerto
CEPU
$1.98B
– –
-58,500
Closed -$149K
CGEN icon
3403
Compugen
CGEN
$233M
– –
-32,200
Closed -$484K
CHCO icon
3404
City Holding Co
CHCO
$2.07B
– –
-4,800
Closed -$313K
MBAI
3405
Check-Cap
MBAI
$9.66M
– –
-6,522
Closed -$545K
CHGG icon
3406
Chegg
CHGG
$86.2M
– –
-347,600
Closed -$23.4M
CIB icon
3407
Grupo Cibest SA
CIB
$22.8B
– –
-57,800
Closed -$1.52M
CINF icon
3408
Cincinnati Financial
CINF
$26.4B
– –
-38,300
Closed -$2.45M
CLSK icon
3409
CleanSpark
CLSK
$3.09B
– –
-14,600
Closed -$38K
CNP icon
3410
CenterPoint Energy
CNP
$26.8B
– –
-244,300
Closed -$4.56M
COF icon
3411
Capital One
COF
$136B
– –
-470,435
Closed -$29.4M
CP icon
3412
Canadian Pacific Kansas City
CP
$82.3B
– –
-30,500
Closed -$1.56M
CPRT icon
3413
Copart
CPRT
$26.8B
– –
-1,089,200
Closed -$22.7M
CPSH icon
3414
CPS Technologies
CPSH
$83.9M
– –
-115,000
Closed -$278K
CRDF icon
3415
Cardiff Oncology
CRDF
$79.4M
– –
-268,800
Closed -$1.35M
CRESY
3416
Cresud
CRESY
$749M
– –
-59,006
Closed -$168K
CRNX icon
3417
Crinetics Pharmaceuticals
CRNX
$8.96B
– –
-35,600
Closed -$624K
CTSH icon
3418
Cognizant
CTSH
$26.1B
– –
-528,565
Closed -$30M
CUBE icon
3419
CubeSmart
CUBE
$9.4B
– –
-20,500
Closed -$553K
CUZ icon
3420
Cousins Properties
CUZ
$4.91B
– –
-171,731
Closed -$5.12M
CVU icon
3421
CPI Aerostructures
CVU
$74.2M
– –
-39,500
Closed -$130K
CWK icon
3422
Cushman & Wakefield Ltd
CWK
$3.28B
– –
-249,700
Closed -$3.11M
CYCN icon
3423
Cyclerion Therapeutics
CYCN
$19.5M
– –
-4,250
Closed -$502K
CYBR
3424
DELISTED
CyberArk
CYBR
– –
-123,388
Closed -$12.2M
BGMS
3425
Bio Green Med Solution Inc
BGMS
$4.89M
– –
-48
Closed -$798K
135 136
137
138 139

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.