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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
QLD icon
3626
ProShares Ultra QQQ
QLD
$14.1B
– –
-58,400
Closed -$1.08M
QLTA icon
3627
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
– –
-32,100
Closed -$1.86M
QQQ icon
3628
Invesco QQQ Trust
QQQ
$482B
– –
-9,000
Closed -$2.23M
QTEC icon
3629
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.82B
– –
-5,500
Closed -$600K
RAMP icon
3630
LiveRamp
RAMP
$2.3B
– –
-230,778
Closed -$9.8M
RDVT icon
3631
Red Violet
RDVT
$1.1B
– –
-54,000
Closed -$953K
REPL icon
3632
Replimune Group
REPL
$1.29B
– –
-9,700
Closed -$241K
REVG
3633
DELISTED
REV Group
REVG
– –
-30,800
Closed -$188K
RGLS
3634
DELISTED
Regulus Therapeutics
RGLS
– –
-29,526
Closed -$201K
RICK icon
3635
RCI Hospitality Holdings
RICK
$207M
– –
-36,300
Closed -$503K
RIOT icon
3636
Riot Platforms
RIOT
$7.73B
– –
-132,952
Closed -$295K
RMBI icon
3637
Richmond Mutual Bancorp
RMBI
$256M
– –
-24,542
Closed -$276K
RNST icon
3638
Renasant Corp
RNST
$3.94B
– –
-101,839
Closed -$2.54M
SABR icon
3639
Sabre
SABR
$787M
– –
-482,700
Closed -$3.89M
SAGE
3640
DELISTED
Sage Therapeutics
SAGE
– –
-285,800
Closed -$11.9M
SAH icon
3641
Sonic Automotive
SAH
$2.52B
– –
-12,026
Closed -$384K
SCHD icon
3642
Schwab US Dividend Equity ETF
SCHD
$107B
– –
-30,000
Closed -$518K
SCHP icon
3643
Schwab US TIPS ETF
SCHP
$16.2B
– –
-193,800
Closed -$5.82M
SCHW
3644
Charles Schwab
SCHW
$187B
– –
-2,841,500
Closed -$95.9M
SCHV
3645
Schwab US Large-Cap Value ETF
SCHV
$16.2B
– –
-41,700
Closed -$697K
SCNI
3646
Scinai Immunotherapeutics
SCNI
$1.26M
– –
-538
Closed -$1.22M
SE icon
3647
Sea Limited
SE
$78.4B
– –
-834,300
Closed -$89.5M
SF
3648
Stifel
SF
$12.7B
– –
-212,573
Closed -$4.48M
SGLY icon
3649
Singularity Future Technology
SGLY
$5.54M
– –
-71
Closed -$30K
SGRP
3650
DELISTED
SPAR Group
SGRP
– –
-65,200
Closed -$49K
144 145
146
147 148

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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.