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
NEPH icon
3576
Nephros
NEPH
$47.4M
– –
-17,900
Closed -$150K
NET icon
3577
Cloudflare
NET
$111B
– –
-514,100
Closed -$18.5M
NIC icon
3578
Nicolet Bankshares
NIC
$3.76B
– –
-24,795
Closed -$1.36M
NNI icon
3579
Nelnet
NNI
$4.51B
– –
-50,300
Closed -$2.4M
NOW icon
3580
ServiceNow
NOW
$129B
– –
-1,856,500
Closed -$150M
NTLA icon
3581
Intellia Therapeutics
NTLA
$1.69B
– –
-41,000
Closed -$862K
NVDA icon
3582
NVIDIA
NVDA
$5.41T
– –
-31,235,720
Closed -$297M
NVNO
3583
enVVeno Medical
NVNO
$7.31M
– –
-309
Closed -$104K
NWG icon
3584
NatWest
NWG
$76.6B
– –
-671,636
Closed -$2.21M
NXPI icon
3585
NXP Semiconductors
NXPI
$59.3B
– –
-217,488
Closed -$24.8M
NXTC icon
3586
NextCure
NXTC
$35M
– –
-5,342
Closed -$1.37M
OCFT
3587
DELISTED
OneConnect Financial Technology
OCFT
– –
-2,600
Closed -$475K
OCGN icon
3588
Ocugen
OCGN
$471M
– –
-279,669
Closed -$62K
IMDX
3589
Insight Molecular Diagnostics
IMDX
$144M
– –
-3,735
Closed -$143K
OIH icon
3590
VanEck Oil Services ETF
OIH
$1.97B
– –
-7,590
Closed -$925K
OPI
3591
DELISTED
Office Properties Income Trust
OPI
– –
-123,200
Closed -$3.2M
ORCL icon
3592
Oracle
ORCL
$437B
– –
-944,432
Closed -$52.2M
OSS icon
3593
One Stop Systems
OSS
$333M
– –
-50,700
Closed -$100K
OTRK
3594
DELISTED
Ontrak
OTRK
– –
-532
Closed -$1.19M
OVID icon
3595
Ovid Therapeutics
OVID
$491M
– –
-624,109
Closed -$4.6M
PAG icon
3596
Penske Automotive Group
PAG
$14.4B
– –
-50,800
Closed -$1.97M
PAGS icon
3597
PagSeguro Digital
PAGS
$2.44B
– –
-167,745
Closed -$5.93M
PAM icon
3598
Pampa Energía
PAM
$4.28B
– –
-57,642
Closed -$605K
PAYC icon
3599
Paycom
PAYC
$9.37B
– –
-96,950
Closed -$30M
PBFS icon
3600
Pioneer Bancorp
PBFS
$418M
– –
-13,000
Closed -$119K
142 143
144
145 146

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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.