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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
+22.71%
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
$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
MSBI icon
3601
Midland States Bancorp
MSBI
$696M
– –
-30,108
Closed -$387K
MSCI icon
3602
MSCI
MSCI
$40.7B
– –
-41,921
Closed -$15M
MSM icon
3603
MSC Industrial Direct
MSM
$6.62B
– –
-105,000
Closed -$6.64M
MSTR icon
3604
Strategy Inc
MSTR
$37.6B
– –
-1,423,000
Closed -$21.4M
MTA
3605
Metalla Royalty & Streaming
MTA
$847M
– –
-166,000
Closed -$1.31M
MTCH icon
3606
Match Group
MTCH
$8.35B
– –
-118,353
Closed -$13.1M
MTG icon
3607
MGIC Investment
MTG
$6.31B
– –
-956,200
Closed -$8.47M
NCSM icon
3608
NCS Multistage Holdings
NCSM
$135M
– –
-1,465
Closed -$17K
NDLS icon
3609
Noodles & Co
NDLS
$97.7M
– –
-3,498
Closed -$192K
NFG icon
3610
National Fuel Gas
NFG
$7.74B
– –
-71,600
Closed -$2.91M
NG icon
3611
NovaGold Resources
NG
$3.51B
– –
-29,300
Closed -$349K
NI icon
3612
NiSource
NI
$20.2B
– –
-181,300
Closed -$3.99M
NIU
3613
Niu Technologies
NIU
$162M
– –
-670,998
Closed -$12.9M
NJR icon
3614
New Jersey Resources
NJR
$5.6B
– –
-261,700
Closed -$7.07M
NKE icon
3615
Nike
NKE
$60.4B
– –
-137,000
Closed -$17.2M
NMRK icon
3616
Newmark Group
NMRK
$2.63B
– –
-263,043
Closed -$1.14M
NNN icon
3617
NNN REIT
NNN
$8.8B
– –
-217,900
Closed -$7.52M
NOAH
3618
Noah Holdings
NOAH
$581M
– –
-31,900
Closed -$832K
NOVA
3619
DELISTED
Sunnova Energy
NOVA
– –
-96,200
Closed -$2.92M
NTR icon
3620
Nutrien
NTR
$31.8B
– –
-235,585
Closed -$9.24M
NUWE icon
3621
Nuwellis
NUWE
$514K
– –
0
– -$58K
NVAX icon
3622
Novavax
NVAX
$1.31B
– –
-208,583
Closed -$22.6M
NWL icon
3623
Newell Brands
NWL
$2.62B
– –
-15,500
Closed -$266K
NWN icon
3624
Northwest Natural Holdings
NWN
$2.12B
– –
-18,200
Closed -$826K
OEF icon
3625
iShares S&P 100 ETF
OEF
$20.4B
– –
-2,300
Closed -$358K
143 144
145
146 147

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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.