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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
EWJ icon
3451
iShares MSCI Japan ETF
EWJ
$23.2B
– –
-53,300
Closed -$2.93M
EXC icon
3452
Exelon
EXC
$46.9B
– –
-397,220
Closed -$10.3M
FBIN icon
3453
Fortune Brands Innovations
FBIN
$5.91B
– –
-18,259
Closed -$998K
FBT icon
3454
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.8B
– –
-2,300
Closed -$386K
FCNCA icon
3455
First Citizens BancShares
FCNCA
$25.8B
– –
-7,100
Closed -$2.88M
FCPT icon
3456
Four Corners Property Trust
FCPT
$2.77B
– –
-60,100
Closed -$1.47M
FCX icon
3457
Freeport-McMoran
FCX
$95.1B
– –
-119,071
Closed -$1.38M
FDN icon
3458
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.42B
– –
-9,600
Closed -$1.64M
FE icon
3459
FirstEnergy
FE
$27.2B
– –
-6,381,300
Closed -$247M
FEM icon
3460
First Trust Emerging Markets AlphaDEX Fund
FEM
$789M
– –
-10,300
Closed -$216K
FENC icon
3461
Fennec Pharmaceuticals
FENC
$420M
– –
-134,000
Closed -$1.12M
FET icon
3462
Forum Energy Technologies
FET
$929M
– –
-6,555
Closed -$69K
KYNB
3463
Kyntra Bio
KYNB
$28.7M
– –
-13,888
Closed -$14.1M
FIBK icon
3464
First Interstate BancSystem
FIBK
$3.72B
– –
-65,772
Closed -$2.04M
FINX icon
3465
Global X FinTech ETF
FINX
$170M
– –
-17,300
Closed -$575K
FTCS icon
3466
First Trust Capital Strength ETF
FTCS
$8B
– –
-13,600
Closed -$795K
FWONK icon
3467
Liberty Media Series C
FWONK
$26.1B
– –
-8,977
Closed -$275K
FXH icon
3468
First Trust Health Care AlphaDEX Fund
FXH
$1.12B
– –
-6,500
Closed -$586K
FXY icon
3469
Invesco CurrencyShares Japanese Yen Trust
FXY
$427M
– –
-6,000
Closed -$526K
GCO icon
3470
Genesco
GCO
$399M
– –
-24,100
Closed -$522K
GDXJ icon
3471
VanEck Junior Gold Miners ETF
GDXJ
$8.34B
– –
-113,800
Closed -$5.64M
GDYN icon
3472
Grid Dynamics Holdings
GDYN
$646M
– –
-68,200
Closed -$471K
GES
3473
DELISTED
Guess Inc
GES
– –
-20,309
Closed -$196K
GFL icon
3474
GFL Environmental
GFL
$14.9B
– –
-135,200
Closed -$2.54M
GGB icon
3475
Gerdau
GGB
$9.54B
– –
-4,251,114
Closed -$9.99M
137 138
139
140 141

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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.