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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
UONE icon
3701
Urban One Class A
UONE
$23.5M
– –
-10,490
Closed -$2.12M
BSIN
3702
Big Sky Industrial
BSIN
$71.2M
– –
-12,060
Closed -$62K
USIG icon
3703
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
– –
-55,200
Closed -$3.33M
UUUU icon
3704
Energy Fuels
UUUU
$3.72B
– –
-61,500
Closed -$93K
VAC icon
3705
Marriott Vacations Worldwide
VAC
$4B
– –
-198,861
Closed -$16.3M
VALE icon
3706
Vale
VALE
$61.5B
– –
-4,618,390
Closed -$47.6M
VBTX
3707
DELISTED
Veritex Holdings
VBTX
– –
-42,423
Closed -$751K
VC icon
3708
Visteon
VC
$2.82B
– –
-88,400
Closed -$6.05M
VCEL icon
3709
Vericel Corp
VCEL
$2.24B
– –
-52,392
Closed -$724K
VCLT icon
3710
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.77B
– –
-8,100
Closed -$861K
VCSH icon
3711
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
– –
-150,700
Closed -$12.5M
VEON icon
3712
VEON
VEON
$3.9B
– –
-4,764
Closed -$214K
VFC icon
3713
VF Corp
VFC
$5.76B
– –
-491,200
Closed -$29.9M
VGLT icon
3714
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
– –
-4,200
Closed -$420K
VHT icon
3715
Vanguard Health Care ETF
VHT
$18.9B
– –
-5,200
Closed -$1M
VIG icon
3716
Vanguard Dividend Appreciation ETF
VIG
$115B
– –
-16,500
Closed -$1.93M
VLY icon
3717
Valley National Bancorp
VLY
$8.21B
– –
-97,139
Closed -$760K
VMC icon
3718
Vulcan Materials
VMC
$37.1B
– –
-22,765
Closed -$2.64M
VNRX icon
3719
VolitionRx Ltd
VNRX
$8.23M
– –
-1,439
Closed -$112K
VOOV icon
3720
Vanguard S&P 500 Value ETF
VOOV
$6.76B
– –
-2,600
Closed -$272K
VPL icon
3721
Vanguard FTSE Pacific ETF
VPL
$8.61B
– –
-13,900
Closed -$885K
VRNA
3722
DELISTED
Verona Pharma
VRNA
– –
-21,410
Closed -$100K
VTEB icon
3723
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46.1B
– –
-239,395
Closed -$13M
VTR icon
3724
Ventas
VTR
$45.4B
– –
-644,095
Closed -$23.6M
VTVT icon
3725
vTv Therapeutics
VTVT
$130M
– –
-3,319
Closed -$299K
147 148
149
150 151

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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.