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
KBE icon
3526
State Street SPDR S&P Bank ETF
KBE
$1.74B
– –
-22,500
Closed -$710K
KBH icon
3527
KB Home
KBH
$3.42B
– –
-747,790
Closed -$22.9M
KNTK icon
3528
Kinetik
KNTK
$4.12B
– –
-33,200
Closed -$210K
KODK icon
3529
Kodak
KODK
$992M
– –
-111,331
Closed -$248K
KPRX icon
3530
Kiora Pharmaceuticals
KPRX
$11.7M
– –
-154
Closed -$267K
KPTI icon
3531
Karyopharm Therapeutics
KPTI
$46M
– –
-12,120
Closed -$3.44M
KRE icon
3532
State Street SPDR S&P Regional Banking ETF
KRE
$4.64B
– –
-18,000
Closed -$691K
KRKR
3533
36Kr Holdings
KRKR
$6.07M
– –
-964
Closed -$64K
KSS icon
3534
Kohl's
KSS
$2.19B
– –
-365,576
Closed -$7.59M
LE icon
3535
Lands' End
LE
$391M
– –
-18,083
Closed -$145K
LEA icon
3536
Lear
LEA
$8.07B
– –
-2,900
Closed -$316K
LEG icon
3537
Leggett & Platt
LEG
$1.29B
– –
-562,500
Closed -$19.8M
LEN icon
3538
Lennar Class A
LEN
$20.5B
– –
-473,355
Closed -$28.2M
LGND icon
3539
Ligand Pharmaceuticals
LGND
$5.85B
– –
-217,277
Closed -$15.2M
LMAT icon
3540
LeMaitre Vascular
LMAT
$1.88B
– –
-29,800
Closed -$787K
PWCM
3541
PowerCompute, Inc. Common Stock
PWCM
$1.42M
– –
-29
Closed -$30K
LPCN icon
3542
Lipocine
LPCN
$17M
– –
-18,594
Closed -$398K
LQD icon
3543
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
– –
-15,600
Closed -$2.1M
LULU icon
3544
lululemon athletica
LULU
$13.7B
– –
-595,814
Closed -$186M
LVS icon
3545
Las Vegas Sands
LVS
$29.6B
– –
-810,800
Closed -$36.9M
LW icon
3546
Lamb Weston
LW
$7.3B
– –
-197,400
Closed -$12.6M
LX
3547
LexinFintech Holdings
LX
$237M
– –
-425,901
Closed -$4.53M
LYV icon
3548
Live Nation Entertainment
LYV
$43.2B
– –
-816,866
Closed -$36.2M
LZB icon
3549
La-Z-Boy
LZB
$1.64B
– –
-167,500
Closed -$4.53M
MA icon
3550
Mastercard
MA
$490B
– –
-250,400
Closed -$74M
140 141
142
143 144

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.