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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
GPK icon
3501
Graphic Packaging
GPK
$3.51B
– –
-137,518
Closed -$1.94M
GPMT
3502
Granite Point Mortgage Trust
GPMT
$58.8M
– –
-155,800
Closed -$1.1M
GPN icon
3503
Global Payments
GPN
$25.1B
– –
-143,749
Closed -$25.5M
GRNQ icon
3504
Greenpro Capital
GRNQ
$16.7M
– –
-1,337
Closed -$194K
GVA icon
3505
Granite Construction
GVA
$5.41B
– –
-70,165
Closed -$1.24M
GXC icon
3506
State Street SPDR S&P China ETF
GXC
$469M
– –
-2,245
Closed -$267K
HACK icon
3507
Amplify Cybersecurity ETF
HACK
$3.08B
– –
-14,200
Closed -$661K
HASI icon
3508
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.44B
– –
-7,800
Closed -$330K
HBB icon
3509
Hamilton Beach Brands
HBB
$447M
– –
-10,133
Closed -$197K
HDV
3510
iShares Core High Dividend ETF
HDV
$15.1B
– –
-44,000
Closed -$708K
HGBL icon
3511
Heritage Global
HGBL
$37.5M
– –
-11,800
Closed -$27K
HII icon
3512
Huntington Ingalls Industries
HII
$12.8B
– –
-45,300
Closed -$6.38M
HL icon
3513
Hecla Mining
HL
$11.9B
– –
-2,875,765
Closed -$14.6M
HLI icon
3514
Houlihan Lokey
HLI
$9.24B
– –
-80,400
Closed -$4.75M
HLX icon
3515
Helix Energy Solutions
HLX
$1.49B
– –
-773,588
Closed -$1.86M
HMN icon
3516
Horace Mann Educators
HMN
$2.1B
– –
-73,600
Closed -$2.46M
HMY icon
3517
Harmony Gold Mining
HMY
$12B
– –
-4,536,652
Closed -$23.9M
HOPE icon
3518
Hope Bancorp
HOPE
$1.85B
– –
-166,964
Closed -$1.27M
HRTX icon
3519
Heron Therapeutics
HRTX
$63.5M
– –
-134,800
Closed -$2M
HWC icon
3520
Hancock Whitney
HWC
$6.37B
– –
-169,473
Closed -$3.19M
HZO icon
3521
MarineMax
HZO
$1.15B
– –
-103,400
Closed -$2.65M
PPLI
3522
People Inc
PPLI
$3.01B
– –
-178,135
Closed -$11.6M
IART icon
3523
Integra LifeSciences
IART
$1.42B
– –
-30,660
Closed -$1.45M
IBOC icon
3524
International Bancshares
IBOC
$4.57B
– –
-65,037
Closed -$1.7M
ICE icon
3525
Intercontinental Exchange
ICE
$87.2B
– –
-695,590
Closed -$69.6M
139 140
141
142 143

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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.