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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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
+22.71%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$92.1B
AUM Growth
-$8.06B
Cap. Flow
-$21.6B
Cap. Flow %
-23.45%
Top 10 Hldgs %
13.27%
Holding
3,901
New
565
Increased
1,134
Reduced
1,622
Closed
555

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$537M
2
PTON icon
Peloton Interactive
PTON
+$373M
3
AMZN icon
Amazon
AMZN
+$306M
4
SPGI icon
S&P Global
SPGI
+$244M
5
WORK
Slack Technologies, Inc.
WORK
+$232M

Top Sells

Rank Stock Value
1
ZM icon
Zoom
ZM
+$1.27B
2
BMY icon
Bristol-Myers Squibb
BMY
+$744M
3
CMG icon
Chipotle Mexican Grill
CMG
+$716M
4
ABBV icon
AbbVie
ABBV
+$712M
5
PDD icon
Pinduoduo
PDD
+$542M

Sector Composition

Rank Sector Weight
1 Healthcare 20.81%
2 Technology 16.67%
3 Consumer Discretionary 11.17%
4 Communication Services 10.86%
5 Consumer Staples 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EDIT icon
3451
Editas Medicine
EDIT
$432M
– –
-106,100
Closed -$2.98M
EFOI icon
3452
Energy Focus
EFOI
$19.1M
– –
-13,129
Closed -$631K
EHC icon
3453
Encompass Health
EHC
$12.2B
– –
-94,652
Closed -$4.89M
CHRN
3454
ChronoScale Holdings
CHRN
$2.99B
– –
-4,076
Closed -$290K
ELP
3455
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
– –
-1,082,000
Closed -$4.77M
ELVN icon
3456
Enliven Therapeutics
ELVN
$4.25B
– –
-3,056
Closed -$249K
ENS icon
3457
EnerSys
ENS
$7.2B
– –
-38,400
Closed -$2.58M
ENSG icon
3458
The Ensign Group
ENSG
$10.6B
– –
-5,800
Closed -$331K
ENTG icon
3459
Entegris
ENTG
$25B
– –
-96,850
Closed -$7.2M
EPAC icon
3460
Enerpac Tool Group
EPAC
$1.89B
– –
-72,600
Closed -$1.37M
ERIE icon
3461
Erie Indemnity
ERIE
$13.4B
– –
-1,771
Closed -$372K
ERNA icon
3462
Eterna Therapeutics
ERNA
$5.02M
– –
-7
Closed -$167K
ERY icon
3463
Direxion Daily Energy Bear 2X ETF
ERY
$36.4M
– –
-1,160
Closed -$810K
ESE icon
3464
ESCO Technologies
ESE
$7.79B
– –
-2,500
Closed -$201K
ESGU icon
3465
iShares ESG Aware MSCI USA ETF
ESGU
$18.5B
– –
-17,700
Closed -$1.35M
ESLT icon
3466
Elbit Systems
ESLT
$36.5B
– –
-18,200
Closed -$2.19M
EUFN icon
3467
iShares MSCI Europe Financials ETF
EUFN
$4.3B
– –
-45,400
Closed -$624K
EUM icon
3468
ProShares Trust Short MSCI Emerging Markets
EUM
$9.27M
– –
-21,150
Closed -$653K
EVGN icon
3469
Evogene
EVGN
$10.3M
– –
-2,540
Closed -$101K
EVR icon
3470
Evercore
EVR
$12B
– –
-156,900
Closed -$10.3M
EW icon
3471
Edwards Lifesciences
EW
$53.4B
– –
-37,100
Closed -$2.96M
EWBC icon
3472
East-West Bancorp
EWBC
$18.6B
– –
-217,333
Closed -$7.12M
EWP icon
3473
iShares MSCI Spain ETF
EWP
$2.21B
– –
-58,700
Closed -$1.28M
EWS icon
3474
iShares MSCI Singapore ETF
EWS
$1.16B
– –
-14,500
Closed -$271K
EWU icon
3475
iShares MSCI United Kingdom ETF
EWU
$4.13B
– –
-48,200
Closed -$1.23M
137 138
139
140 141

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Jim Simons's Q4 2020 Portfolio in Review

As of Q4 2020, Jim Simons held 3,901 positions worth $92.1B, down 8% from $100B the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Jim Simons withdrew a net $21.6B in Q4 2020, closing 555 positions and reducing 1,622 holdings. Its most notable exit was Charter Communications, an estimated $341M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 21% of assets, down from 23% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Jim Simons opened a new position in NVIDIA worth $524M.

  • Jim Simons's largest Q4 2020 buy was NVIDIA: 40,123,720 shares worth $524M.
  • Jim Simons added most to Amazon in Q4 2020, an estimated $306M increase.
  • Jim Simons's biggest Q4 2020 reduction was Zoom, cutting an estimated $1.27B.
  • Jim Simons fully exited Charter Communications in Q4 2020, selling an estimated $341M.
  • Jim Simons's ten largest holdings make up 13% of its $92.1B portfolio in Q4 2020.
  • Jim Simons opened 565 new positions and closed 555 in Q4 2020.
  • Jim Simons's portfolio value fell 8% quarter-over-quarter to $92.1B.

Based on Renaissance Technologies's 13F filing for Q4 2020, filed 10 Feb 2021.