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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
MBOT icon
3551
Microbot Medical
MBOT
$117M
– –
-35,400
Closed -$245K
MCHP icon
3552
Microchip Technology
MCHP
$43.1B
– –
-985,656
Closed -$51.9M
MCS icon
3553
Marcus Corp
MCS
$914M
– –
-98,800
Closed -$1.31M
MDRR
3554
Medalist Diversified Inc
MDRR
– –
-983
Closed -$29K
MDY icon
3555
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.2B
– –
-2,600
Closed -$844K
MGPI icon
3556
MGP Ingredients
MGPI
$381M
– –
-13,973
Closed -$513K
MGTX icon
3557
MeiraGTx Holdings
MGTX
$1.2B
– –
-59,757
Closed -$748K
MIRM icon
3558
Mirum Pharmaceuticals
MIRM
$6.04B
– –
-13,000
Closed -$253K
MITT
3559
TPG Mortgage Investment Trust
MITT
$213M
– –
-59,900
Closed -$573K
MKC icon
3560
McCormick & Company Non-Voting
MKC
$14.2B
– –
-204,556
Closed -$18.4M
MNA icon
3561
IQ ARB Merger Arbitrage ETF
MNA
$253M
– –
-10,900
Closed -$344K
MNSB icon
3562
MainStreet Bancshares
MNSB
$177M
– –
-17,141
Closed -$226K
MPB icon
3563
Mid Penn Bancorp
MPB
$969M
– –
-14,606
Closed -$269K
MRNA icon
3564
Moderna
MRNA
$25.4B
– –
-315,400
Closed -$20.3M
MRUS
3565
DELISTED
Merus
MRUS
– –
-14,900
Closed -$240K
MRVL icon
3566
Marvell Technology
MRVL
$195B
– –
-942,377
Closed -$33M
MSGS icon
3567
Madison Square Garden
MSGS
$9.97B
– –
-11,900
Closed -$1.75M
MTNB icon
3568
Matinas BioPharma
MTNB
$1.54M
– –
-5,340
Closed -$206K
MTX icon
3569
Minerals Technologies
MTX
$2.25B
– –
-31,300
Closed -$1.47M
MUB icon
3570
iShares National Muni Bond ETF
MUB
$45.9B
– –
-110,700
Closed -$12.8M
MUR icon
3571
Murphy Oil
MUR
$5.06B
– –
-50,114
Closed -$692K
NAK
3572
Northern Dynasty Minerals
NAK
$953M
– –
-703,604
Closed -$1M
NCLH icon
3573
Norwegian Cruise Line
NCLH
$8.69B
– –
-110,334
Closed -$1.81M
NDRA icon
3574
ENDRA Life Sciences
NDRA
$5.68M
– –
-1
Closed -$18K
NEE icon
3575
NextEra Energy
NEE
$179B
– –
-953,200
Closed -$57.2M
141 142
143
144 145

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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.