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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
+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
SOHO
2576
DELISTED
Sotherly Hotels
SOHO
$921K ﹤0.01%
365,670
-381,160
-51% -$886K
CARM
2577
DELISTED
Carisma Therapeutics
CARM
$920K ﹤0.01%
63,905
+53,494
+514% +$721K
GRTS
2578
DELISTED
Gritstone bio, Inc. Common Stock
GRTS
$920K ﹤0.01%
138,573
+89,073
+180% +$600K
SKYY icon
2579
First Trust Cloud Computing ETF
SKYY
$3.31B
$916K ﹤0.01%
+12,300
New +$805K
CAPR icon
2580
Capricor Therapeutics
CAPR
$368M
$914K ﹤0.01%
198,800
+95,185
+92% +$415K
XENT
2581
DELISTED
Intersect ENT, Inc
XENT
$914K ﹤0.01%
67,500
-5,600
-8% -$65.2K
ZEAL
2582
DELISTED
Zealand Pharma A/S American Depositary Shares
ZEAL
$910K ﹤0.01%
26,000
-2,000
-7% -$71.1K
FCBP
2583
DELISTED
First Choice Bancorp Common Stock
FCBP
$910K ﹤0.01%
55,561
+4,863
+10% +$70.7K
SNDA icon
2584
Sonida Senior Living
SNDA
$1.92B
$908K ﹤0.01%
85,295
-326
-0.4% -$3.71K
BAB icon
2585
Invesco Taxable Municipal Bond ETF
BAB
$1.01B
$905K ﹤0.01%
+27,500
New +$876K
LVO icon
2586
LiveOne
LVO
$59.3M
$905K ﹤0.01%
24,990
+22,000
+736% +$614K
HYS icon
2587
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.78B
$904K ﹤0.01%
+9,900
New +$885K
BDL icon
2588
Flanigan's Enterprises
BDL
$87M
$903K ﹤0.01%
61,400
+1,600
+3% +$23.8K
HNNA icon
2589
Hennessy Advisors
HNNA
$77.9M
$897K ﹤0.01%
113,638
+813
+0.7% +$6.49K
YI
2590
111 Inc
YI
$33.4M
$894K ﹤0.01%
14,085
+11,020
+360% +$785K
STGW icon
2591
Stagwell
STGW
$2.27B
$893K ﹤0.01%
429,274
+49,300
+13% +$65.6K
FXL icon
2592
First Trust Technology AlphaDEX Fund
FXL
$2.87B
$892K ﹤0.01%
+10,700
New +$779K
ORGS
2593
DELISTED
Orgenesis Inc. Common Stock
ORGS
$891K ﹤0.01%
14,660
+10,930
+293% +$661K
IWO icon
2594
iShares Russell 2000 Growth ETF
IWO
$15.1B
$890K ﹤0.01%
+4,300
New +$804K
PPC icon
2595
Pilgrim's Pride
PPC
$6.6B
$890K ﹤0.01%
52,713
-1,218,800
-96% -$23.8M
VBR icon
2596
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.3B
$887K ﹤0.01%
+8,300
New +$833K
PRQR icon
2597
ProQR Therapeutics
PRQR
$258M
$886K ﹤0.01%
145,700
+108,700
+294% +$587K
CVIA
2598
DELISTED
Covia Holdings Corporation Common Stock
CVIA
$886K ﹤0.01%
1,845,790
+484,722
+36% +$265K
VPL icon
2599
Vanguard FTSE Pacific ETF
VPL
$8.63B
$885K ﹤0.01%
+13,900
New +$839K
EWS icon
2600
iShares MSCI Singapore ETF
EWS
$1.16B
$884K ﹤0.01%
47,100
-5,700
-11% -$105K
102 103
104
105 106

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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.