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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
VXRT
3726
DELISTED
Vaxart
VXRT
– –
-616,328
Closed -$5.46M
YARW
3727
Yarrow Bioscience, Inc. Common Stock
YARW
$115M
– –
-86
Closed -$535K
WAFU icon
3728
Wah Fu Education Group
WAFU
$7.37M
– –
-21,131
Closed -$93K
WBD icon
3729
Warner Bros
WBD
$67.9B
– –
-37,000
Closed -$781K
WBS icon
3730
Webster Financial
WBS
$12.8B
– –
-178,731
Closed -$5.11M
WCC
3731
WESCO International
WCC
$17.8B
– –
-411,074
Closed -$14.4M
WCLD
3732
WisdomTree Cloud Computing Fund
WCLD
$305M
– –
-18,400
Closed -$717K
WEC icon
3733
WEC Energy
WEC
$34.8B
– –
-226,975
Closed -$19.9M
WELL icon
3734
Welltower
WELL
$163B
– –
-188,463
Closed -$9.75M
WH icon
3735
Wyndham Hotels & Resorts
WH
$5.38B
– –
-140,900
Closed -$6M
WIMI
3736
WiMi Hologram Cloud
WIMI
$24.5M
– –
-1,280
Closed -$44K
WKC icon
3737
World Kinect Corp
WKC
$1.88B
– –
-64,773
Closed -$1.67M
WMB icon
3738
Williams Companies
WMB
$88.4B
– –
-793,285
Closed -$15.1M
WRB icon
3739
W.R. Berkley
WRB
$26B
– –
-688,725
Closed -$17.5M
WSC icon
3740
WillScot Mobile Mini Holdings
WSC
$4.15B
– –
-49,800
Closed -$612K
WSM icon
3741
Williams-Sonoma
WSM
$29.5B
– –
-582,800
Closed -$23.9M
WST icon
3742
West Pharmaceutical
WST
$24.7B
– –
-61,100
Closed -$13.9M
WTI icon
3743
W&T Offshore
WTI
$575M
– –
-1,989,950
Closed -$4.54M
WTW icon
3744
Willis Towers Watson
WTW
$31.8B
– –
-115,920
Closed -$22.8M
WWW icon
3745
Wolverine World Wide
WWW
$1.49B
– –
-12,800
Closed -$305K
XBI icon
3746
State Street SPDR S&P Biotech ETF
XBI
$10.4B
– –
-26,900
Closed -$3.01M
XLK icon
3747
State Street Technology Select Sector SPDR ETF
XLK
$122B
– –
-86,600
Closed -$4.52M
XLRE icon
3748
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.48B
– –
-13,800
Closed -$480K
XSD icon
3749
State Street SPDR S&P Semiconductor ETF
XSD
$2.85B
– –
-2,400
Closed -$269K
XSLV icon
3750
Invesco S&P SmallCap Low Volatility ETF
XSLV
$247M
– –
-19,800
Closed -$670K
148 149
150
151 152

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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.