We are live on ! Find out more
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
+30.27%
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
$116B
AUM Growth
+$12.9B
Cap. Flow
-$8.24B
Cap. Flow %
-7.11%
Top 10 Hldgs %
14.35%
Holding
3,987
New
584
Increased
1,418
Reduced
1,366
Closed
596

Top Buys

Rank Stock Value
1
ZM icon
Zoom
ZM
+$806M
2
ABBV icon
AbbVie
ABBV
+$481M
3
TMUS icon
T-Mobile US
TMUS
+$464M
4
KR icon
Kroger
KR
+$430M
5
BIDU icon
Baidu
BIDU
+$423M

Top Sells

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$1.35B
2
AGN
Allergan plc
AGN
+$1.26B
3
S
Sprint Corporation
S
+$675M
4
AMGN icon
Amgen
AMGN
+$488M
5
HUM icon
Humana
HUM
+$450M

Sector Composition

Rank Sector Weight
1 Healthcare 23.76%
2 Technology 16.41%
3 Consumer Staples 10.58%
4 Consumer Discretionary 10.13%
5 Communication Services 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PGF icon
2551
Invesco Financial Preferred ETF
PGF
$668M
$976K ﹤0.01%
+54,500
New +$970K
ALNA
2552
DELISTED
Allena Pharmaceuticals
ALNA
$975K ﹤0.01%
617,270
+215,492
+54% +$362K
HMN icon
2553
Horace Mann Educators
HMN
$2.12B
$970K ﹤0.01%
26,400
-102,400
-80% -$3.6M
BSX icon
2554
Boston Scientific
BSX
$76B
$969K ﹤0.01%
+27,605
New +$994K
VMBS icon
2555
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
$968K ﹤0.01%
+17,800
New +$969K
NAGE
2556
Niagen Bioscience
NAGE
$241M
$965K ﹤0.01%
+210,200
New +$941K
ACNT icon
2557
Ascent Industries
ACNT
$132M
$960K ﹤0.01%
128,300
-26,300
-17% -$228K
ATER icon
2558
Aterian
ATER
$5.43M
$960K ﹤0.01%
+14,575
New +$704K
RCMT icon
2559
RCM Technologies
RCMT
$245M
$960K ﹤0.01%
716,218
+25,800
+4% +$36.6K
NXGN
2560
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
$960K ﹤0.01%
87,476
-5,400
-6% -$56K
XFOR icon
2561
X4 Pharmaceuticals
XFOR
$421M
$959K ﹤0.01%
3,428
+1,633
+91% +$447K
RDVT icon
2562
Red Violet
RDVT
$1.12B
$953K ﹤0.01%
54,000
+28,500
+112% +$533K
GAP
2563
The Gap Inc
GAP
$7.42B
$953K ﹤0.01%
75,500
-151,155
-67% -$1.36M
IMBI
2564
DELISTED
iMedia Brands, Inc. Class A Common Stock
IMBI
$950K ﹤0.01%
271,328
+21,323
+9% +$55.4K
CNST
2565
DELISTED
Constellation Pharmaceuticals, Inc.
CNST
$950K ﹤0.01%
+31,600
New +$1.14M
SUP
2566
DELISTED
Superior Industries International
SUP
$948K ﹤0.01%
557,909
+142,000
+34% +$203K
FWDI
2567
Forward Industries Inc
FWDI
$299M
$947K ﹤0.01%
72,871
+5,083
+7% +$59.6K
VONG icon
2568
Vanguard Russell 1000 Growth ETF
VONG
$46B
$947K ﹤0.01%
19,200
+9,200
+92% +$417K
IYW icon
2569
iShares US Technology ETF
IYW
$25.6B
$944K ﹤0.01%
+14,000
New +$845K
AHG
2570
Akso Health Group
AHG
$1.07B
$941K ﹤0.01%
388,519
+31,800
+9% +$56.1K
SCWX
2571
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
$938K ﹤0.01%
82,068
-5,332
-6% -$63.4K
RUBY
2572
DELISTED
Rubius Therapeutics, Inc
RUBY
$930K ﹤0.01%
+155,500
New +$918K
BIPC icon
2573
Brookfield Infrastructure
BIPC
$4.98B
$926K ﹤0.01%
+30,489
New +$885K
EWW icon
2574
iShares MSCI Mexico ETF
EWW
$1.87B
$925K ﹤0.01%
29,000
-33,300
-53% -$1.01M
OIH icon
2575
VanEck Oil Services ETF
OIH
$2B
$925K ﹤0.01%
7,590
-1,905
-20% -$213K
101 102
103
104 105

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Jim Simons's Q2 2020 Portfolio in Review

As of Q2 2020, Jim Simons held 3,987 positions worth $116B, up 13% from $103B the previous quarter. Its ten largest holdings account for 14% of the portfolio.

Jim Simons withdrew a net $8.24B in Q2 2020, closing 596 positions and reducing 1,366 holdings. Its most notable exit was Allergan plc, an estimated $1.26B position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 24% of assets, down from 26% a quarter earlier, followed by Technology and Consumer Staples.

Against the trend, Jim Simons opened a new position in Uber worth $187M.

  • Jim Simons's largest Q2 2020 buy was Uber: 6,030,316 shares worth $187M.
  • Jim Simons added most to Zoom in Q2 2020, an estimated $806M increase.
  • Jim Simons's biggest Q2 2020 reduction was Bristol-Myers Squibb, cutting an estimated $1.35B.
  • Jim Simons fully exited Allergan plc in Q2 2020, selling an estimated $1.26B.
  • Jim Simons's ten largest holdings make up 14% of its $116B portfolio in Q2 2020.
  • Jim Simons opened 584 new positions and closed 596 in Q2 2020.
  • Jim Simons's portfolio value rose 13% quarter-over-quarter to $116B.

Based on Renaissance Technologies's 13F filing for Q2 2020, filed 13 Aug 2020.