We are live on ! Find out more
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
MDVL
3801
DELISTED
MedAvail Holdings, Inc. Common Stock
MDVL
– –
-366
Closed -$301K
SRC
3802
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
– –
-24,280
Closed -$819K
SALM
3803
DELISTED
Salem Media Group, Inc. Class A Common Stock
SALM
– –
-92,643
Closed -$85K
RPT
3804
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
– –
-180,301
Closed -$981K
GHL
3805
DELISTED
Greenhill & Co., Inc.
GHL
– –
-33,900
Closed -$385K
AEY
3806
DELISTED
ADDvantage Technologies Group
AEY
– –
-2,830
Closed -$54K
NXGN
3807
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
– –
-45,376
Closed -$578K
NATI
3808
DELISTED
National Instruments Corp
NATI
– –
-77,566
Closed -$2.77M
SYNH
3809
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
– –
-44,214
Closed -$2.35M
SURF
3810
DELISTED
Surface Oncology, Inc. Common Stock
SURF
– –
-381,737
Closed -$2.63M
HARP
3811
DELISTED
Harpoon Therapeutics, Inc. Common Stock
HARP
– –
-10,990
Closed -$1.87M
LSI
3812
DELISTED
Life Storage, Inc.
LSI
– –
-384,300
Closed -$27M
ISEE
3813
DELISTED
IVERIC bio, Inc. Common Stock
ISEE
– –
-228,180
Closed -$1.29M
USX
3814
DELISTED
U.S. Xpress Enterprises, Inc. Class A Common Stock
USX
– –
-275,394
Closed -$2.27M
EVLO
3815
DELISTED
Evelo Biosciences, Inc. Common Stock
EVLO
– –
-1,434
Closed -$151K
CS
3816
DELISTED
Credit Suisse Group
CS
– –
-2,475,296
Closed -$24.7M
TCRR
3817
DELISTED
TCR2 Therapeutics Inc. Common Stock
TCRR
– –
-67,700
Closed -$1.38M
BIOC
3818
DELISTED
Biocept, Inc.
BIOC
– –
-362
Closed -$48K
SI
3819
DELISTED
Silvergate Capital Corporation
SI
– –
-21,506
Closed -$310K
OIG
3820
DELISTED
Orbital Infrastructure Group, Inc. Common Stock
OIG
– –
-15,180
Closed -$376K
NVCN
3821
DELISTED
Neovasc Inc.
NVCN
– –
-910
Closed -$49K
SIOX
3822
DELISTED
Sio Gene Therapies Inc. Common Stock
SIOX
– –
-440,923
Closed -$2.04M
ONEM
3823
DELISTED
1Life Healthcare
ONEM
– –
-239,200
Closed -$6.78M
ASAP
3824
DELISTED
Waitr Holdings Inc. Common Stock
ASAP
– –
-20,963
Closed -$1.35M
MNRL
3825
DELISTED
Brigham Minerals, Inc. Class A Common Stock
MNRL
– –
-143,300
Closed -$1.28M
151 152
153
154 155

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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.