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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
SWKH
3676
DELISTED
SWK Holdings
SWKH
– –
-22,464
Closed -$213K
SYK icon
3677
Stryker
SYK
$131B
– –
-147,300
Closed -$26.5M
TAOP icon
3678
Taoping
TAOP
$7.74M
– –
-45
Closed -$38K
TBT icon
3679
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$307M
– –
-27,300
Closed -$434K
TD icon
3680
Toronto Dominion Bank
TD
$203B
– –
-541,194
Closed -$24.1M
TECS icon
3681
Direxion Daily Technology Bear 3x ETF
TECS
$60.5M
– –
-52
Closed -$1.07M
TIP icon
3682
iShares TIPS Bond ETF
TIP
$14.7B
– –
-39,000
Closed -$4.8M
TKC icon
3683
Turkcell
TKC
$4.78B
– –
-139,019
Closed -$801K
TLT icon
3684
iShares 20+ Year Treasury Bond ETF
TLT
$40.7B
– –
-112,900
Closed -$18.5M
TMO icon
3685
Thermo Fisher Scientific
TMO
$222B
– –
-191,917
Closed -$69.5M
TMV icon
3686
Direxion Daily 20+ Year Treasury Bear 3X ETF
TMV
$193M
– –
-46,000
Closed -$594K
TNK icon
3687
Teekay Tankers
TNK
$2.73B
– –
-213,165
Closed -$2.73M
TNL icon
3688
Travel + Leisure Co
TNL
$4.53B
– –
-103,300
Closed -$2.91M
TQQQ icon
3689
ProShares UltraPro QQQ
TQQQ
$37.7B
– –
-36,000
Closed -$439K
TREE icon
3690
LendingTree
TREE
$438M
– –
-22,534
Closed -$6.52M
TRNS icon
3691
Transcat
TRNS
$908M
– –
-23,163
Closed -$599K
TRP icon
3692
TC Energy
TRP
$67B
– –
-392,203
Closed -$16.7M
TSM icon
3693
TSMC
TSM
$2.23T
– –
-2,601,999
Closed -$148M
TTD icon
3694
Trade Desk
TTD
$6.21B
– –
-143,000
Closed -$5.81M
TW icon
3695
Tradeweb Markets
TW
$21.9B
– –
-159,966
Closed -$9.3M
UAL icon
3696
United Airlines
UAL
$40.9B
– –
-133,427
Closed -$4.62M
UBX
3697
DELISTED
Unity Biotechnology
UBX
– –
-28,090
Closed -$2.44M
UCTT
3698
Ultra Clean Holdings
UCTT
$4.15B
– –
-46,200
Closed -$1.05M
UL icon
3699
Unilever
UL
$133B
– –
-235,822
Closed -$14.6M
ULTA icon
3700
Ulta Beauty
ULTA
$23B
– –
-141,800
Closed -$28.8M
146 147
148
149 150

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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.