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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
RST
3876
DELISTED
ROSETTA STONE INC
RST
– –
-462,189
Closed -$13.9M
ONDK
3877
DELISTED
On Deck Capital, Inc.
ONDK
– –
-2,179,125
Closed -$3.49M
CETV
3878
DELISTED
Central European Media Enterprises Ltd
CETV
– –
-1,526,397
Closed -$6.4M
AKCA
3879
DELISTED
Akcea Therapeutics Inc
AKCA
– –
-274,404
Closed -$4.98M
MNK
3880
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
– –
-206,500
Closed -$201K
LONE
3881
DELISTED
Lonestar Resources US Inc. Class A Common Stock
LONE
– –
-281,917
Closed -$65K
VSLR
3882
DELISTED
VIVINT SOLAR, INC.
VSLR
– –
-830,700
Closed -$35.2M
AMTD
3883
DELISTED
TD Ameritrade Holding Corp
AMTD
– –
-2,229,428
Closed -$87.3M
NBL
3884
DELISTED
Noble Energy, Inc.
NBL
– –
-373,228
Closed -$3.19M
PFNX
3885
DELISTED
Pfenex Inc.
PFNX
– –
-963,305
Closed -$12.3M
INWK
3886
DELISTED
InnerWorkings, Inc.
INWK
– –
-192,525
Closed -$576K
MNTA
3887
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
– –
-599,151
Closed -$31.4M
BREW
3888
DELISTED
Craft Brew Alliance, Inc.
BREW
– –
-100,500
Closed -$1.66M
ARCH
3889
DELISTED
Arch Resources, Inc.
ARCH
– –
-22,200
Closed -$943K
SKYS
3890
DELISTED
Sky Solar Holdings, Ltd.
SKYS
– –
-51,316
Closed -$426K
WSTL
3891
DELISTED
Westell Technologies Inc
WSTL
– –
-960,481
Closed -$1.23M
TEUM
3892
DELISTED
Pareteum Corporation
TEUM
– –
-37,004
Closed -$25K
MOBL
3893
DELISTED
MobileIron, Inc.
MOBL
– –
-4,844,134
Closed -$34M
PDLI
3894
DELISTED
PDL BioPharma, Inc.
PDLI
– –
-7,598,131
Closed -$23.9M
BSCK
3895
DELISTED
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
– –
-9,500
Closed -$202K
PEI
3896
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
– –
-57,161
Closed -$475K
MTSC
3897
DELISTED
MTS Systems Corp
MTSC
– –
-41,518
Closed -$793K
UN
3898
DELISTED
Unilever NV New York Registry Shares
UN
– –
-31,000
Closed -$1.87M
CIT
3899
DELISTED
CIT Group Inc.
CIT
– –
-590,100
Closed -$10.5M
STL
3900
DELISTED
Sterling Bancorp
STL
– –
-569,388
Closed -$5.99M
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.