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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
IMVT icon
2601
Immunovant
IMVT
$8.49B
$884K ﹤0.01%
+36,300
New +$778K
SOL
2602
DELISTED
Emeren Group
SOL
$884K ﹤0.01%
776,486
+32,135
+4% +$34.2K
HLIT icon
2603
Harmonic Inc
HLIT
$1.51B
$882K ﹤0.01%
185,599
+111,400
+150% +$623K
HHS icon
2604
Harte-Hanks
HHS
$32.3M
$881K ﹤0.01%
289,944
+29,603
+11% +$69.9K
TARA icon
2605
Protara Therapeutics
TARA
$229M
$879K ﹤0.01%
29,986
+4,100
+16% +$127K
ALR
2606
DELISTED
AlerisLife Inc
ALR
$879K ﹤0.01%
225,373
+7,000
+3% +$25K
ICBK
2607
DELISTED
County Bancorp, Inc. Common Stock
ICBK
$877K ﹤0.01%
41,895
+2,800
+7% +$57.1K
LJPC
2608
DELISTED
La Jolla Pharmaceutical Company
LJPC
$876K ﹤0.01%
+205,733
New +$1.25M
ONIT
2609
Onity Group
ONIT
$325M
$875K ﹤0.01%
87,807
-2,853
-3% -$24.5K
LOAN
2610
Manhattan Bridge Capital
LOAN
$47.4M
$871K ﹤0.01%
186,995
-14,536
-7% -$60.6K
QNRX
2611
Quoin Pharmaceuticals
QNRX
$9.52M
$868K ﹤0.01%
13
+4
+44% +$231K
SGMA
2612
DELISTED
Sigmatron International
SGMA
$868K ﹤0.01%
257,464
-2,400
-0.9% -$7.56K
AMD icon
2613
Advanced Micro Devices
AMD
$823B
$867K ﹤0.01%
16,474
-3,951,752
-100% -$210M
DXLG icon
2614
Destination XL Group
DXLG
$34.8M
$863K ﹤0.01%
1,326,985
+961,174
+263% +$426K
SKYS
2615
DELISTED
Sky Solar Holdings, Ltd.
SKYS
$863K ﹤0.01%
182,057
+71,711
+65% +$186K
NTLA icon
2616
Intellia Therapeutics
NTLA
$1.62B
$862K ﹤0.01%
+41,000
New +$697K
VCLT icon
2617
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.76B
$861K ﹤0.01%
+8,100
New +$829K
RESI
2618
DELISTED
Front Yard Residential Corporation Common Stock
RESI
$860K ﹤0.01%
+98,800
New +$904K
AKRO
2619
DELISTED
Akero Therapeutics
AKRO
$859K ﹤0.01%
+34,484
New +$788K
BBGI icon
2620
Beasley Broadcasting Group
BBGI
$42.2M
$858K ﹤0.01%
17,659
-185
-1% -$8.86K
PRVL
2621
DELISTED
Prevail Therapeutics Inc. Common Stock
PRVL
$858K ﹤0.01%
57,600
-21,205
-27% -$327K
SYBX
2622
DELISTED
Synlogic
SYBX
$854K ﹤0.01%
28,030
+25,732
+1,120% +$822K
UBP
2623
DELISTED
Urstadt Biddle Properties Inc.
UBP
$853K ﹤0.01%
84,900
-2,200
-3% -$23.9K
CPAH
2624
DELISTED
Counterpath Corp
CPAH
$853K ﹤0.01%
169,155
+147,755
+690% +$468K
CTHR
2625
DELISTED
Charles & Colvard Ltd
CTHR
$851K ﹤0.01%
116,517
+46,440
+66% +$333K
103 104
105
106 107

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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.