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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
BIOL
3776
DELISTED
Biolase, Inc.
BIOL
– –
-218
Closed -$252K
SCPX
3777
DELISTED
Scorpius Holdings, Inc.
SCPX
– –
-108
Closed -$2.56M
AVGR
3778
DELISTED
Avinger, Inc. Common Stock
AVGR
– –
-1,653
Closed -$153K
MRNS
3779
DELISTED
Marinus Pharmaceuticals, Inc
MRNS
– –
-10,950
Closed -$111K
GENE
3780
DELISTED
Genetic Technologies Ltd.
GENE
– –
-21,233
Closed -$242K
SOLO
3781
DELISTED
Electrameccanica Vehicles Corp. Ltd.
SOLO
– –
-148,334
Closed -$334K
NSTG
3782
DELISTED
NanoString Technologies, Inc.
NSTG
– –
-68,100
Closed -$2M
DMK
3783
DELISTED
DMK Pharmaceuticals Corporation Common Stock
DMK
– –
-244
Closed -$9K
GOL
3784
DELISTED
Gol Linhas Aéreas Inteligentes S.A. American Depositary Shares (Each representing Ten Preferred Shares)
GOL
– –
-452,200
Closed -$3.07M
NETI
3785
DELISTED
Eneti Inc.
NETI
– –
-32,289
Closed -$494K
CYTO
3786
DELISTED
Altamira Therapeutics Ltd
CYTO
– –
-143
Closed -$54K
RAD
3787
DELISTED
Rite Aid Corporation
RAD
– –
-738,490
Closed -$12.6M
RETA
3788
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
– –
-134,700
Closed -$21M
BLU
3789
DELISTED
BELLUS Health Inc.
BLU
– –
-65,438
Closed -$677K
CYAD
3790
DELISTED
Celyad Oncology SA American Depositary Shares
CYAD
– –
-10,300
Closed -$110K
DTEA
3791
DELISTED
DAVIDsTEA Inc. Common Stock
DTEA
– –
-129,549
Closed -$124K
AGRX
3792
DELISTED
Agile Therapeutics
AGRX
– –
-72
Closed -$401K
OBSV
3793
DELISTED
ObsEva SA Ordinary Shares
OBSV
– –
-221,500
Closed -$1.3M
TMDI
3794
DELISTED
Titan Medical Inc. Ordinary Shares
TMDI
– –
-34,645
Closed -$29K
TCDA
3795
DELISTED
Tricida, Inc. Common Stock
TCDA
– –
-160,717
Closed -$4.42M
ZEN
3796
DELISTED
ZENDESK INC
ZEN
– –
-6,000
Closed -$531K
PHAS
3797
DELISTED
PhaseBio Pharmaceuticals, Inc. Common Stock
PHAS
– –
-131,500
Closed -$605K
USWS
3798
DELISTED
U.S. Well Services, Inc. Class A Common Stock
USWS
– –
-1,615
Closed -$17K
CCXI
3799
DELISTED
ChemoCentryx, Inc.
CCXI
– –
-265,100
Closed -$15.3M
GBT
3800
DELISTED
Global Blood Therapeutics, Inc.
GBT
– –
-50,400
Closed -$3.18M
150 151
152
153 154

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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.