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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
-15.84%
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
$103B
AUM Growth
-$27.2B
Cap. Flow
+$866M
Cap. Flow %
0.84%
Top 10 Hldgs %
15.13%
Holding
4,047
New
573
Increased
1,474
Reduced
1,328
Closed
645

Top Buys

Rank Stock Value
1
BIDU icon
Baidu
BIDU
+$462M
2
AGN
Allergan plc
AGN
+$390M
3
T icon
AT&T
T
+$371M
4
BMY icon
Bristol-Myers Squibb
BMY
+$353M
5
NEE icon
NextEra Energy
NEE
+$326M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$1.97B
2
META icon
Meta Platforms (Facebook)
META
+$435M
3
PFE icon
Pfizer
PFE
+$377M
4
GE icon
GE Aerospace
GE
+$354M
5
SBUX icon
Starbucks
SBUX
+$323M

Sector Composition

Rank Sector Weight
1 Healthcare 25.68%
2 Technology 12.88%
3 Consumer Staples 9.84%
4 Communication Services 9.02%
5 Financials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RTLR
2526
DELISTED
Rattler Midstream LP Common Units
RTLR
$811K ﹤0.01%
+233,087
New +$2.86M
KOP icon
2527
Koppers
KOP
$857M
$808K ﹤0.01%
65,300
-34,500
-35% -$886K
ACGN
2528
DELISTED
Aceragen Inc
ACGN
$808K ﹤0.01%
36,045
+3,952
+12% +$107K
EVBN
2529
DELISTED
Evans Bancorp Inc
EVBN
$805K ﹤0.01%
33,123
-16,808
-34% -$594K
MGK icon
2530
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34B
$801K ﹤0.01%
31,500
+5,500
+21% +$159K
SPYD icon
2531
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.78B
$800K ﹤0.01%
+32,500
New +$1.13M
IUSG icon
2532
iShares Core S&P US Growth ETF
IUSG
$34B
$799K ﹤0.01%
14,000
+100
+0.7% +$6.58K
TBHC
2533
DELISTED
The Brand House Collective
TBHC
$799K ﹤0.01%
1,032,000
-44,700
-4% -$52.1K
AUD
2534
DELISTED
Audacy, Inc.
AUD
$799K ﹤0.01%
+467,252
New +$1.7M
SNFCA icon
2535
Security National Financial
SNFCA
$242M
$797K ﹤0.01%
256,285
-7,476
-3% -$28.8K
CAAS icon
2536
China Automotive Systems
CAAS
$142M
$796K ﹤0.01%
457,260
+2,850
+0.6% +$6.79K
VCEL icon
2537
Vericel Corp
VCEL
$2.29B
$791K ﹤0.01%
+86,261
New +$1.29M
BBAR icon
2538
BBVA Argentina
BBAR
$3.25B
$790K ﹤0.01%
301,491
+136,309
+83% +$576K
FIX icon
2539
Comfort Systems
FIX
$60.8B
$789K ﹤0.01%
+21,600
New +$957K
WBS icon
2540
Webster Financial
WBS
$12.8B
$784K ﹤0.01%
34,231
+2,131
+7% +$86.7K
JVA icon
2541
Coffee Holding Co
JVA
$20.2M
$782K ﹤0.01%
335,521
-37,921
-10% -$137K
AATC
2542
DELISTED
Autoscope Technologies Corporation Common Stock
AATC
$782K ﹤0.01%
216,052
+5,002
+2% +$24.7K
CVIA
2543
DELISTED
Covia Holdings Corporation Common Stock
CVIA
$778K ﹤0.01%
1,361,068
+193,612
+17% +$288K
AFI
2544
DELISTED
Armstrong Flooring, Inc.
AFI
$776K ﹤0.01%
542,930
+97,281
+22% +$301K
IRIX icon
2545
IRIDEX
IRIX
$14.3M
$774K ﹤0.01%
488,319
+15,666
+3% +$40.4K
SPXS icon
2546
Direxion Daily S&P 500 Bear 3x ETF
SPXS
$327M
$773K ﹤0.01%
+485
New +$720K
NEW
2547
DELISTED
Puxin Limited American Depositary Shares, each representing twenty Ordinary Shares
NEW
$773K ﹤0.01%
18,052
+11,294
+167% +$860K
KRMD icon
2548
KORU Medical Systems
KRMD
$154M
$772K ﹤0.01%
+102,922
New +$692K
MBRX icon
2549
Moleculin Biotech
MBRX
$4.06M
$770K ﹤0.01%
562
+114
+25% +$194K
MVBF icon
2550
MVB Financial
MVBF
$397M
$770K ﹤0.01%
60,400
-11,400
-16% -$211K
100 101
102
103 104

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Jim Simons's Q1 2020 Portfolio in Review

As of Q1 2020, Jim Simons held 4,047 positions worth $103B, down 21% from $130B the previous quarter. Its ten largest holdings account for 15% of the portfolio.

Jim Simons's Q1 2020 filing shows 573 new, 1,474 increased, 1,328 reduced and 645 closed positions. Its largest new stake was AT&T: 13,563,699 shares worth $299M. The largest sale was Tesla, an estimated $1.97B.

By sector, the portfolio is most concentrated in Healthcare at 26% of assets, up from 22% a quarter earlier, followed by Technology and Consumer Staples.

  • Jim Simons's largest Q1 2020 buy was AT&T: 13,563,699 shares worth $299M.
  • Jim Simons added most to Baidu in Q1 2020, an estimated $462M increase.
  • Jim Simons's biggest Q1 2020 reduction was Tesla, cutting an estimated $1.97B.
  • Jim Simons fully exited Phillips 66 in Q1 2020, selling an estimated $214M.
  • Jim Simons's ten largest holdings make up 15% of its $103B portfolio in Q1 2020.
  • Jim Simons opened 573 new positions and closed 645 in Q1 2020.
  • Jim Simons's portfolio value fell 21% quarter-over-quarter to $103B.

Based on Renaissance Technologies's 13F filing for Q1 2020, filed 14 May 2020.