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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
SCHB icon
3676
Schwab US Broad Market ETF
SCHB
$44.7B
– –
-70,200
Closed -$932K
SCHF icon
3677
Schwab International Equity ETF
SCHF
$68.5B
– –
-111,800
Closed -$1.75M
SCHM icon
3678
Schwab US Mid-Cap ETF
SCHM
$15.1B
– –
-45,000
Closed -$832K
SCHX icon
3679
Schwab US Large- Cap ETF
SCHX
$74.3B
– –
-66,600
Closed -$895K
SHOE
3680
Shoe Station Group
SHOE
$428M
– –
-101,400
Closed -$1.7M
SCZ icon
3681
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
– –
-31,500
Closed -$1.86M
SDGR icon
3682
Schrodinger
SDGR
$1.4B
– –
-74,027
Closed -$3.52M
SDY icon
3683
State Street SPDR S&P Dividend ETF
SDY
$22.1B
– –
-13,100
Closed -$1.21M
SEDG icon
3684
SolarEdge
SEDG
$2.05B
– –
-254,300
Closed -$60.6M
SEM
3685
DELISTED
Select Medical
SEM
– –
-77,193
Closed -$866K
SGOL icon
3686
abrdn Physical Gold Shares ETF
SGOL
$7.46B
– –
-21,400
Closed -$388K
SHOO icon
3687
Steven Madden
SHOO
$3.53B
– –
-892,067
Closed -$17.4M
SHYF
3688
DELISTED
The Shyft Group
SHYF
– –
-15,500
Closed -$293K
SIL icon
3689
Global X Silver Miners ETF NEW
SIL
$4.86B
– –
-17,200
Closed -$745K
SIVR icon
3690
abrdn Physical Silver Shares ETF
SIVR
$4.5B
– –
-99,500
Closed -$2.24M
SM icon
3691
SM Energy
SM
$7.73B
– –
-1,020,060
Closed -$1.62M
SNDL icon
3692
Sundial Growers
SNDL
$323M
– –
-168,100
Closed -$404K
SNEX icon
3693
StoneX
SNEX
$7.96B
– –
-46,580
Closed -$471K
SOGP
3694
Sound Group
SOGP
$48.1M
– –
-4,710
Closed -$106K
SOS
3695
SOS Limited
SOS
$13.8M
– –
-23
Closed -$32K
SPDN icon
3696
Direxion Daily S&P 500 Bear 1X ETF
SPDN
$199M
– –
-16,700
Closed -$348K
SPYM
3697
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
– –
-39,100
Closed -$1.54M
SPRO icon
3698
Spero Therapeutics
SPRO
$71.2M
– –
-153,203
Closed -$1.71M
SPTL icon
3699
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.7B
– –
-5,000
Closed -$234K
SPXC icon
3700
SPX Corp
SPXC
$10.9B
– –
-115,400
Closed -$5.35M
146 147
148
149 150

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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.