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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
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 21.2%
2 Technology 16.96%
3 Consumer Discretionary 11.43%
4 Communication Services 11.19%
5 Consumer Staples 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PGF icon
2051
Invesco Financial Preferred ETF
PGF
$668M
$2.28M ﹤0.01%
118,600
+10,500
+10% +$199K
NEWR
2052
DELISTED
New Relic, Inc.
NEWR
$2.28M ﹤0.01%
34,800
-48,900
-58% -$3.01M
FDN icon
2053
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.38B
$2.27M ﹤0.01%
+10,700
New +$2.16M
RYZ
2054
Ryerson Holding Corp
RYZ
$1.5B
$2.27M ﹤0.01%
166,500
+36,700
+28% +$360K
SSO icon
2055
ProShares Ultra S&P500
SSO
$8.47B
$2.26M ﹤0.01%
+98,800
New +$2.03M
CRVO icon
2056
CervoMed
CRVO
$36.9M
$2.25M ﹤0.01%
37,770
-2,077
-5% -$122K
FTSL icon
2057
First Trust Senior Loan Fund ETF
FTSL
$2.33B
$2.25M ﹤0.01%
47,200
+23,200
+97% +$1.08M
GEF.B icon
2058
Greif Class B
GEF.B
$4.2B
$2.25M ﹤0.01%
46,410
-4,200
-8% -$199K
KG
2059
Kestrel Group
KG
$61.7M
$2.25M ﹤0.01%
45,080
+556
+1% +$19.1K
BPY
2060
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
$2.24M ﹤0.01%
155,400
-46,700
-23% -$685K
TBF icon
2061
ProShares Short 20+ Year Treasury ETF
TBF
$107M
$2.24M ﹤0.01%
141,700
-1,300
-0.9% -$20.4K
ARGO
2062
DELISTED
Argo Group International Holdings, Ltd.
ARGO
$2.23M ﹤0.01%
51,067
-92,492
-64% -$3.69M
ATRO icon
2063
Astronics
ATRO
$4.61B
$2.22M ﹤0.01%
201,332
-191,480
-49% -$1.57M
MVBF icon
2064
MVB Financial
MVBF
$398M
$2.22M ﹤0.01%
97,700
+40,700
+71% +$772K
UNFI icon
2065
United Natural Foods
UNFI
$2.93B
$2.22M ﹤0.01%
138,750
-307,400
-69% -$5.14M
LFCR icon
2066
Lifecore Biomedical
LFCR
$179M
$2.21M ﹤0.01%
203,999
+92,699
+83% +$958K
STXB
2067
DELISTED
Spirit of Texas Bancshares, Inc. Common Stock
STXB
$2.21M ﹤0.01%
131,400
-21,000
-14% -$315K
KTB icon
2068
Kontoor Brands
KTB
$4.69B
$2.21M ﹤0.01%
+54,400
New +$2M
SNFCA icon
2069
Security National Financial
SNFCA
$242M
$2.21M ﹤0.01%
353,950
+47,646
+16% +$268K
SCX
2070
DELISTED
The L.S. Starrett Company
SCX
$2.2M ﹤0.01%
520,731
+28,121
+6% +$98K
TFI icon
2071
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
$2.2M ﹤0.01%
41,955
+21,960
+110% +$1.14M
TXRH icon
2072
Texas Roadhouse
TXRH
$13.6B
$2.19M ﹤0.01%
28,072
-30,600
-52% -$2.28M
VRP icon
2073
Invesco Variable Rate Preferred ETF
VRP
$3.01B
$2.19M ﹤0.01%
84,400
+52,200
+162% +$1.32M
QCLN icon
2074
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$636M
$2.18M ﹤0.01%
+31,100
New +$1.77M
SWTX
2075
DELISTED
SpringWorks Therapeutics
SWTX
$2.18M ﹤0.01%
30,100
+19,000
+171% +$1.22M
81 82
83
84 85

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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.