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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
QES
3851
DELISTED
Quintana Energy Services Inc.
QES
– –
-96,910
Closed -$96K
TTPH
3852
DELISTED
Tetraphase Pharmaceuticals, Inc.
TTPH
– –
-219,140
Closed -$552K
TMUSR
3853
DELISTED
T-Mobile US, Inc. Subscription Rights Expiring 7/27/2020
TMUSR
– –
-4,911,306
Closed -$825K
FNJN
3854
DELISTED
Finjan Holdings, Inc.
FNJN
– –
-303,492
Closed -$467K
SDI
3855
DELISTED
Standard Diversified Inc. Class A Common Stock
SDI
– –
-26,794
Closed -$346K
HCR
3856
DELISTED
Hi-Crush Inc. Common Stock
HCR
– –
-4,015,460
Closed -$610K
MSBF
3857
DELISTED
MSB Financial Corp.
MSBF
– –
-110,150
Closed -$1.25M
RTW
3858
DELISTED
RTW Retailwinds, Inc.
RTW
– –
-602,628
Closed -$121K
PTLA
3859
DELISTED
Portola Pharmaceuticals, Inc.
PTLA
– –
-226,500
Closed -$4.08M
ALO
3860
DELISTED
Alio Gold Inc
ALO
– –
-1,856,445
Closed -$2.34M
CVIA
3861
DELISTED
Covia Holdings Corporation Common Stock
CVIA
– –
-1,845,790
Closed -$886K
AVEO
3862
DELISTED
AVEO Pharmaceuticals, Inc.
AVEO
– –
-64,868
Closed -$334K
CFRX
3863
DELISTED
ContraFect Corporation
CFRX
– –
-1,560
Closed -$797K
ASNA
3864
DELISTED
Ascena Retail Group, Inc.
ASNA
– –
-778,537
Closed -$1.14M
ELGX
3865
DELISTED
Endologix Inc
ELGX
– –
-910,301
Closed -$732K
NVIV
3866
DELISTED
InVivo Therapeutics Holdings Corp
NVIV
– –
-3,729
Closed -$147K
SPI
3867
DELISTED
SPI Energy Co., Ltd. Ordinary Shares
SPI
– –
-113,800
Closed -$119K
TERP
3868
DELISTED
TerraForm Power, Inc
TERP
– –
-8,112,816
Closed -$150M
WPG
3869
DELISTED
Washington Prime Group Inc.
WPG
– –
-133,320
Closed -$1.01M
FM
3870
DELISTED
iShares Frontier and Select EM ETF
FM
– –
-13,500
Closed -$327K
YELL
3871
DELISTED
Yellow Corporation Common Stock
YELL
– –
-582,171
Closed -$1.08M
IHC
3872
DELISTED
Independence Holding Company
IHC
– –
-9,800
Closed -$300K
GSH
3873
DELISTED
Guangshen Railway Co. Ltd
GSH
– –
-359,375
Closed -$3.27M
KGJI
3874
DELISTED
Kingold Jewelry Inc.
KGJI
– –
-58,544
Closed -$42K
VVUS
3875
DELISTED
Vivus Inc
VVUS
– –
-205,341
Closed -$169K
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.