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
GGAL icon
3476
Galicia Financial Group
GGAL
$7.1B
– –
-253,700
Closed -$2.46M
GH icon
3477
Guardant Health
GH
$22.2B
– –
-128,300
Closed -$10.4M
GIL icon
3478
Gildan
GIL
$10.6B
– –
-330,000
Closed -$5.11M
GLOB icon
3479
Globant
GLOB
$1.67B
– –
-22,800
Closed -$3.42M
GNL icon
3480
Global Net Lease
GNL
$1.9B
– –
-69,300
Closed -$1.16M
GPI icon
3481
Group 1 Automotive
GPI
$3.17B
– –
-106,000
Closed -$6.99M
GRBK icon
3482
Green Brick Partners
GRBK
$3.02B
– –
-137,735
Closed -$1.63M
GRWG icon
3483
GrowGeneration
GRWG
$105M
– –
-353,400
Closed -$2.42M
H icon
3484
Hyatt Hotels
H
$16.8B
– –
-10,200
Closed -$513K
HAS icon
3485
Hasbro
HAS
$13.4B
– –
-22,100
Closed -$1.66M
HCA icon
3486
HCA Healthcare
HCA
$89.8B
– –
-977,400
Closed -$94.9M
HCSG icon
3487
Healthcare Services Group
HCSG
$1.43B
– –
-112,864
Closed -$2.76M
HDB icon
3488
HDFC Bank
HDB
$119B
– –
-840,600
Closed -$19.1M
HFWA icon
3489
Heritage Financial
HFWA
$1.22B
– –
-11,100
Closed -$222K
HHS icon
3490
Harte-Hanks
HHS
$18.6M
– –
-289,944
Closed -$881K
HLIT icon
3491
Harmonic Inc
HLIT
$1.3B
– –
-185,599
Closed -$882K
HNI icon
3492
HNI Corp
HNI
$3.55B
– –
-7,500
Closed -$229K
HON icon
3493
Honeywell
HON
$74.6B
– –
-561,587
Closed -$76.5M
HOOK
3494
DELISTED
HOOKIPA Pharma
HOOK
– –
-2,492
Closed -$290K
HST icon
3495
Host Hotels & Resorts
HST
$15.6B
– –
-388,865
Closed -$4.2M
HWM icon
3496
Howmet Aerospace
HWM
$112B
– –
-1,850,400
Closed -$29.3M
HYS icon
3497
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.77B
– –
-9,900
Closed -$904K
IBM icon
3498
IBM
IBM
$222B
– –
-476,662
Closed -$55M
IBRX icon
3499
ImmunityBio
IBRX
$8.2B
– –
-32,745
Closed -$402K
ICFI icon
3500
ICF International
ICFI
$1.61B
– –
-40,700
Closed -$2.64M
138 139
140
141 142

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

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.