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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
YPF icon
3751
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.3B
– –
-1,136,153
Closed -$6.53M
YUMC icon
3752
Yum China
YUMC
$16.3B
– –
-108,900
Closed -$5.24M
ZBH icon
3753
Zimmer Biomet
ZBH
$18.5B
– –
-233,192
Closed -$27M
ZD icon
3754
Ziff Davis
ZD
$1.83B
– –
-113,620
Closed -$6.25M
ZS icon
3755
Zscaler
ZS
$28.9B
– –
-173,200
Closed -$19M
QTTB icon
3756
Q32 Bio
QTTB
$459M
– –
-5,011
Closed -$1.37M
TRAW icon
3757
Traws Pharma
TRAW
$8.24M
– –
-3,166
Closed -$672K
GRDX
3758
GridAI Technologies Corp
GRDX
$22.3M
– –
-1
Closed -$130K
CSCI
3759
DELISTED
COSCIENS Biopharma Inc. Common Stock
CSCI
– –
-181
Closed -$14K
GAP
3760
The Gap Inc
GAP
$7.55B
– –
-75,500
Closed -$953K
GRCE
3761
Grace Therapeutics
GRCE
$44.6M
– –
-20,054
Closed -$452K
MTVA
3762
MetaVia Inc
MTVA
$7.33M
– –
-5
Closed -$96K
XYZ
3763
Block Inc
XYZ
$47.5B
– –
-1,045,200
Closed -$110M
SYRS
3764
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
– –
-5,830
Closed -$621K
AGR
3765
DELISTED
Avangrid, Inc.
AGR
– –
-347,741
Closed -$14.6M
PETQ
3766
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
– –
-39,500
Closed -$1.38M
VTNR
3767
DELISTED
Vertex Energy, Inc
VTNR
– –
-139,855
Closed -$100K
PRFT
3768
DELISTED
Perficient Inc
PRFT
– –
-121,893
Closed -$4.36M
HA
3769
DELISTED
Hawaiian Holdings, Inc.
HA
– –
-186,200
Closed -$2.61M
EGIO
3770
DELISTED
Edgio, Inc. Common Stock
EGIO
– –
-9,102
Closed -$2.68M
GRIN
3771
DELISTED
Grindrod Shipping Holdings Ltd. Ordinary Shares
GRIN
– –
-17,200
Closed -$47K
VBIV
3772
DELISTED
VBI Vaccines, Inc. New Common Stock (Canada)
VBIV
– –
-7,163
Closed -$666K
CNTG
3773
DELISTED
Centogene N.V. Common Shares
CNTG
– –
-8,900
Closed -$204K
MOR
3774
DELISTED
MorphoSys AG American Depositary Shares
MOR
– –
-80,600
Closed -$2.55M
DMTK
3775
DELISTED
DermTech, Inc. Common Stock
DMTK
– –
-14,400
Closed -$191K
149 150
151
152 153

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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.