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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
TZA icon
3726
Direxion Daily Small Cap Bear 3x ETF
TZA
$203M
– –
-151
Closed -$205K
UE icon
3727
Urban Edge Properties
UE
$2.73B
– –
-339,300
Closed -$3.3M
UHS icon
3728
Universal Health Services
UHS
$9.94B
– –
-60,400
Closed -$6.46M
UNF icon
3729
Unifirst Corp
UNF
$5.27B
– –
-23,700
Closed -$4.49M
UNH icon
3730
UnitedHealth
UNH
$361B
– –
-150,226
Closed -$46.8M
UVE icon
3731
Universal Insurance Holdings
UVE
$1.19B
– –
-170,800
Closed -$2.36M
UXIN
3732
Uxin Ltd
UXIN
$257M
– –
-6,960
Closed -$605K
VB icon
3733
Vanguard Morningstar Small-Cap ETF
VB
$82.8B
– –
-3,800
Closed -$584K
VBK icon
3734
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.7B
– –
-4,400
Closed -$946K
VBR icon
3735
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
– –
-7,500
Closed -$830K
VCIT icon
3736
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
– –
-24,478
Closed -$2.35M
VCTR icon
3737
Victory Capital Holdings
VCTR
$6.99B
– –
-67,081
Closed -$1.13M
VEA icon
3738
Vanguard FTSE Developed Markets ETF
VEA
$236B
– –
-64,400
Closed -$2.63M
VDE icon
3739
Vanguard Energy ETF
VDE
$10.4B
– –
-14,900
Closed -$601K
VET icon
3740
Vermilion Energy
VET
$1.73B
– –
-2,282,207
Closed -$5.33M
VEU icon
3741
Vanguard FTSE All-World ex-US ETF
VEU
$70B
– –
-61,600
Closed -$3.11M
VGK icon
3742
Vanguard FTSE Europe ETF
VGK
$31B
– –
-33,400
Closed -$1.75M
VIGI icon
3743
Vanguard International Dividend Appreciation ETF
VIGI
$9.26B
– –
-5,700
Closed -$410K
VNET
3744
VNET Group
VNET
$2.14B
– –
-10,700
Closed -$248K
VO icon
3745
Vanguard Morningstar Mid-Cap ETF
VO
$109B
– –
-26,400
Closed -$1.16M
VONG icon
3746
Vanguard Russell 1000 Growth ETF
VONG
$45.4B
– –
-11,600
Closed -$646K
VOO icon
3747
Vanguard S&P 500 ETF
VOO
$1.03T
– –
-4,400
Closed -$1.35M
VOOG icon
3748
Vanguard S&P 500 Growth ETF
VOOG
$27.1B
– –
-40,800
Closed -$1.42M
VRSK icon
3749
Verisk Analytics
VRSK
$23.6B
– –
-73,300
Closed -$13.6M
VTI icon
3750
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
– –
-31,500
Closed -$5.37M
148 149
150
151 152

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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.