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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
HMSY
3851
DELISTED
HMS Holdings Corp.
HMSY
– –
-121,912
Closed -$2.92M
NMCI
3852
DELISTED
Navios Maritime Containers L.P. Common Units
NMCI
– –
-43,400
Closed -$45K
UROV
3853
DELISTED
Urovant Sciences Ltd.
UROV
– –
-57,500
Closed -$537K
SINA
3854
DELISTED
Sina Corp
SINA
– –
-336,595
Closed -$14.3M
EIDX
3855
DELISTED
Eidos Therapeutics, Inc. Common Stock
EIDX
– –
-12,701
Closed -$642K
PRVL
3856
DELISTED
Prevail Therapeutics Inc. Common Stock
PRVL
– –
-88,100
Closed -$897K
BMY.RT
3857
DELISTED
Bristol-Myers Squibb Company Contingent Value Rights
BMY.RT
– –
-2,720,360
Closed -$6.12M
BMCH
3858
DELISTED
BMC Stock Holdings, Inc
BMCH
– –
-468,849
Closed -$20.1M
GV
3859
DELISTED
Goldfield Corporation
GV
– –
-2,139,618
Closed -$9.05M
HDS
3860
DELISTED
HD Supply Holdings, Inc.
HDS
– –
-570,500
Closed -$23.5M
PRCP
3861
DELISTED
Perceptron Inc
PRCP
– –
-693,383
Closed -$4.71M
RELV
3862
DELISTED
Reliv International Inc
RELV
– –
-102,780
Closed -$352K
GLIBA
3863
DELISTED
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
– –
-297,610
Closed -$24.4M
NTRP
3864
DELISTED
Neurotrope, Inc. Common
NTRP
– –
-337,538
Closed -$375K
BSTC
3865
DELISTED
BioSpecifics Technologies Corp.
BSTC
– –
-565,356
Closed -$29.9M
HUD
3866
DELISTED
Hudson Ltd. Class A Common Shares
HUD
– –
-1,652,840
Closed -$12.6M
FORK
3867
DELISTED
Fuling Global Inc
FORK
– –
-103,894
Closed -$242K
YGYI
3868
DELISTED
Youngevity International, Inc Common Stock
YGYI
– –
-31,023
Closed -$19K
YIN
3869
DELISTED
Yintech Investment Holdings Limited American Depositary Shares
YIN
– –
-113,335
Closed -$816K
AMAG
3870
DELISTED
AMAG Pharmaceuticals
AMAG
– –
-1,809,400
Closed -$17M
WMGI
3871
DELISTED
Wright Medical Group Inc
WMGI
– –
-786,915
Closed -$24M
CBL
3872
DELISTED
CBL& Associates Properties, Inc.
CBL
– –
-8,526,239
Closed -$1.37M
ADSW
3873
DELISTED
Advanced Disposal Services Inc
ADSW
– –
-8,317,014
Closed -$251M
LVGO
3874
DELISTED
Livongo Health, Inc. Common Stock
LVGO
– –
-326,500
Closed -$45.7M
WINS
3875
DELISTED
Wins Finance Holdings Inc. Ordinary Shares (Cayman Islands)
WINS
– –
-27,200
Closed -$510K
153 154
155
156 157

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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.