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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
AAOI icon
2626
Applied Optoelectronics
AAOI
$12.7B
$850K ﹤0.01%
+78,200
New +$717K
CVLG icon
2627
Covenant Logistics
CVLG
$901M
$850K ﹤0.01%
+117,800
New +$600K
MNRO icon
2628
Monro
MNRO
$355M
$850K ﹤0.01%
+15,479
New +$824K
FTSL icon
2629
First Trust Senior Loan Fund ETF
FTSL
$2.33B
$844K ﹤0.01%
+18,700
New +$836K
MDY icon
2630
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$844K ﹤0.01%
+2,600
New +$788K
TATT icon
2631
TAT Technologies
TATT
$543M
$843K ﹤0.01%
212,900
+2,400
+1% +$9.17K
FELE icon
2632
Franklin Electric
FELE
$4.67B
$840K ﹤0.01%
+16,000
New +$795K
IJR icon
2633
iShares Core S&P Small-Cap ETF
IJR
$113B
$840K ﹤0.01%
+12,300
New +$777K
ARQT icon
2634
Arcutis Biotherapeutics
ARQT
$3.22B
$838K ﹤0.01%
+27,700
New +$801K
NREF
2635
NexPoint Real Estate Finance
NREF
$322M
$838K ﹤0.01%
+50,000
New +$662K
CYRN
2636
DELISTED
CYREN Ltd.
CYRN
$838K ﹤0.01%
35,494
+1,985
+6% +$42K
AAXJ icon
2637
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.86B
$837K ﹤0.01%
+12,100
New +$786K
OVBC icon
2638
Ohio Valley Banc Corp
OVBC
$216M
$837K ﹤0.01%
37,100
-4,400
-11% -$110K
DSS icon
2639
DSS Inc
DSS
$5.18M
$832K ﹤0.01%
5,482
+4,415
+414% +$677K
OSG
2640
Octave Specialty Group
OSG
$215M
$829K ﹤0.01%
57,900
-55,500
-49% -$811K
OPRA
2641
Opera Ltd
OPRA
$1.79B
$829K ﹤0.01%
92,100
+38,685
+72% +$241K
TMUSR
2642
DELISTED
T-Mobile US, Inc. Subscription Rights Expiring 7/27/2020
TMUSR
$825K ﹤0.01%
+4,911,306
New +$1.38M
CTK
2643
DELISTED
CooTek (Cayman) Inc. American Depositary Shares, each representing 650 Class A Ordinary Shares
CTK
$824K ﹤0.01%
8,929
+2,304
+35% +$207K
ITMR
2644
DELISTED
Itamar Medical Ltd. American Depository Shares
ITMR
$824K ﹤0.01%
44,300
+3,220
+8% +$50.7K
UNF icon
2645
Unifirst Corp
UNF
$5.19B
$823K ﹤0.01%
4,601
-27,000
-85% -$4.52M
TAIT
2646
DELISTED
Taitron Components
TAIT
$822K ﹤0.01%
312,401
+14,940
+5% +$37K
EVBN
2647
DELISTED
Evans Bancorp Inc
EVBN
$821K ﹤0.01%
35,283
+2,160
+7% +$53K
SIL icon
2648
Global X Silver Miners ETF NEW
SIL
$4.83B
$818K ﹤0.01%
+22,100
New +$718K
BOCH
2649
DELISTED
Bank of Commerce Holdings (CA)
BOCH
$818K ﹤0.01%
107,900
-4,400
-4% -$32.2K
HFFG icon
2650
HF Foods Group
HFFG
$99.7M
$811K ﹤0.01%
+89,600
New +$652K
104 105
106
107 108

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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.