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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
MYOK
3826
DELISTED
MyoKardia, Inc. Common Stock
MYOK
– –
-28,700
Closed -$2.77M
JCAP
3827
DELISTED
Jernigan Capital, Inc.
JCAP
– –
-55,200
Closed -$755K
APEX
3828
DELISTED
Apex Global Brands Inc. Common Stock
APEX
– –
-17,466
Closed -$196K
GMO
3829
DELISTED
General Moly, Inc.
GMO
– –
-306,741
Closed -$62K
CCMP
3830
DELISTED
CMC Materials, Inc. Common Stock
CCMP
– –
-90,539
Closed -$12.6M
ASFI
3831
DELISTED
Asta Funding Inc
ASFI
– –
-30,252
Closed -$391K
PRNB
3832
DELISTED
Principia Biopharma Inc. Common Stock
PRNB
– –
-41,700
Closed -$2.49M
JE
3833
DELISTED
Just Energy Group Inc
JE
– –
-47,031
Closed -$798K
CLUB
3834
DELISTED
Town Sports International Holdings, Inc.
CLUB
– –
-1,891,078
Closed -$1.02M
PSV
3835
DELISTED
Hermitage Offshore Services Ltd.
PSV
– –
-102,680
Closed -$53K
WUBA
3836
DELISTED
58.com Inc
WUBA
– –
-1,516,412
Closed -$81.8M
SHLO
3837
DELISTED
Shiloh Industries Inc
SHLO
– –
-345,211
Closed -$559K
SCON
3838
DELISTED
Superconductor Technologies Inc.
SCON
– –
-6,600
Closed -$25K
BCOM
3839
DELISTED
B Communications Ltd
BCOM
– –
-82,466
Closed -$164K
AFH
3840
DELISTED
Atlas Financial Holdings, Inc. Ordinary Shares
AFH
– –
-957,023
Closed -$639K
ZN
3841
DELISTED
Zion Oil & Gas, Inc.
ZN
– –
-11,726
Closed -$3K
DZSI
3842
DELISTED
DZS Inc. Common Stock
DZSI
– –
-17,210
Closed -$154K
GSB
3843
DELISTED
GlobalSCAPE, Inc.
GSB
– –
-1,281,915
Closed -$12.5M
CHAP
3844
DELISTED
Chaparral Energy, Inc.
CHAP
– –
-31,801
Closed -$21K
FSB
3845
DELISTED
Franklin Financial Network, Inc.
FSB
– –
-150,500
Closed -$3.88M
SBBX
3846
DELISTED
SB One Bancorp Common Stock
SBBX
– –
-56,200
Closed -$1.11M
GCAP
3847
DELISTED
Gain Capital Holdings, Inc.
GCAP
– –
-2,511,104
Closed -$15.1M
DNR
3848
DELISTED
Denbury Resources, Inc.
DNR
– –
-261,635
Closed -$72K
NE
3849
DELISTED
Noble Corporation
NE
– –
-3,165,522
Closed -$1.02M
LM
3850
DELISTED
Legg Mason, Inc.
LM
– –
-5,974,553
Closed -$297M
152 153
154
155 156

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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.