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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
VTV icon
3751
Vanguard Morningstar Value ETF
VTV
$192B
– –
-6,700
Closed -$700K
VUZI icon
3752
Vuzix
VUZI
$220M
– –
-11,000
Closed -$50K
VV icon
3753
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
– –
-8,400
Closed -$1.31M
VXUS icon
3754
Vanguard Total International Stock ETF
VXUS
$162B
– –
-52,200
Closed -$2.72M
VYM icon
3755
Vanguard High Dividend Yield ETF
VYM
$83.8B
– –
-20,100
Closed -$1.63M
VZ icon
3756
Verizon
VZ
$196B
– –
-3,127,645
Closed -$186M
WAL icon
3757
Western Alliance Bancorporation
WAL
$8.89B
– –
-67,504
Closed -$2.13M
WD icon
3758
Walker & Dunlop
WD
$1.48B
– –
-38,800
Closed -$2.06M
WOR icon
3759
Worthington Enterprises
WOR
$2.79B
– –
-72,341
Closed -$1.82M
WPC icon
3760
W.P. Carey
WPC
$15.9B
– –
-125,889
Closed -$8.03M
WPRT
3761
Westport Fuel Systems
WPRT
$36.7M
– –
-59,755
Closed -$974K
WTFC icon
3762
Wintrust Financial
WTFC
$10.9B
– –
-144,100
Closed -$5.77M
WWD icon
3763
Woodward
WWD
$21.1B
– –
-15,684
Closed -$1.26M
XHB icon
3764
State Street SPDR S&P Homebuilders ETF
XHB
$1.61B
– –
-61,000
Closed -$3.29M
XLB icon
3765
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
– –
-240,000
Closed -$7.64M
XLF icon
3766
State Street Financial Select Sector SPDR ETF
XLF
$59B
– –
-358,100
Closed -$8.62M
XLP icon
3767
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
– –
-109,700
Closed -$7.03M
XLU icon
3768
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
– –
-35,400
Closed -$1.05M
XLV icon
3769
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
– –
-240,700
Closed -$25.4M
XOM icon
3770
ExxonMobil
XOM
$657B
– –
-3,186,254
Closed -$109M
XPEL icon
3771
XPEL
XPEL
$1.32B
– –
-41,100
Closed -$1.07M
XPRO icon
3772
Expro Ltd
XPRO
$2.05B
– –
-48,234
Closed -$446K
XXII
3773
22nd Century Group
XXII
$1.52M
– –
0
– -$104K
YUM icon
3774
Yum! Brands
YUM
$39.5B
– –
-245,600
Closed -$22.4M
ARQ icon
3775
Arq
ARQ
$99.1M
– –
-32,200
Closed -$131K
149 150
151
152 153

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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.