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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
IEF icon
3501
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
– –
-28,600
Closed -$3.48M
IFRX icon
3502
InflaRx
IFRX
$296M
– –
-147,373
Closed -$676K
IGIB icon
3503
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
– –
-3,400
Closed -$205K
IGSB icon
3504
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
– –
-88,000
Closed -$4.81M
IHG icon
3505
InterContinental Hotels
IHG
$23.9B
– –
-59,983
Closed -$2.66M
IHI icon
3506
iShares US Medical Devices ETF
IHI
$3.48B
– –
-29,400
Closed -$1.3M
ILCG icon
3507
iShares Morningstar Growth ETF
ILCG
$3.28B
– –
-14,000
Closed -$657K
IMVT icon
3508
Immunovant
IMVT
$8.8B
– –
-36,300
Closed -$884K
INGR icon
3509
Ingredion
INGR
$6.54B
– –
-122,500
Closed -$10.2M
IP icon
3510
International Paper
IP
$21.8B
– –
-911,750
Closed -$30.4M
IQLT icon
3511
iShares MSCI Intl Quality Factor ETF
IQLT
$14.3B
– –
-16,000
Closed -$471K
ITUB icon
3512
Itaú Unibanco
ITUB
$81.6B
– –
-1,584,153
Closed -$5.41M
IWD icon
3513
iShares Russell 1000 Value ETF
IWD
$84B
– –
-23,800
Closed -$2.68M
IWP icon
3514
iShares Russell Mid-Cap Growth ETF
IWP
$21B
– –
-26,600
Closed -$2.1M
IYR icon
3515
iShares US Real Estate ETF
IYR
$4.52B
– –
-28,100
Closed -$2.21M
IYW icon
3516
iShares US Technology ETF
IYW
$25.4B
– –
-14,000
Closed -$944K
IZEA icon
3517
IZEA Worldwide
IZEA
$53.8M
– –
-118,218
Closed -$539K
JAGX icon
3518
Jaguar Health
JAGX
$3.73M
– –
0
– -$53K
JBLU icon
3519
JetBlue
JBLU
$2.18B
– –
-300,000
Closed -$3.27M
JFIN
3520
Jiayin Group
JFIN
$121M
– –
-17,758
Closed -$69K
JPM icon
3521
JPMorgan Chase
JPM
$971B
– –
-2,204,786
Closed -$207M
KAI icon
3522
Kadant
KAI
$3.94B
– –
-26,100
Closed -$2.6M
KALA icon
3523
KALA BIO
KALA
$17.1M
– –
-7
Closed -$181K
KALV
3524
DELISTED
KalVista Pharmaceuticals
KALV
– –
-41,346
Closed -$500K
KB icon
3525
KB Financial Group
KB
$41.4B
– –
-24,800
Closed -$690K
139 140
141
142 143

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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.