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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 25.43%
2 Technology 12.71%
3 Consumer Staples 9.79%
4 Financials 8.2%
5 Utilities 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSN icon
2651
Emerson Radio
MSN
$7.99M
$625K ﹤0.01%
893,050
+2,100
+0.2% +$1.7K
FTCS icon
2652
First Trust Capital Strength ETF
FTCS
$8.02B
$621K ﹤0.01%
+12,500
New +$721K
IIIN icon
2653
Insteel Industries
IIIN
$635M
$621K ﹤0.01%
+46,840
New +$928K
GPOR
2654
DELISTED
Gulfport Energy Corp.
GPOR
$621K ﹤0.01%
1,396,419
+1,340,019
+2,376% +$1.77M
STNE icon
2655
StoneCo
STNE
$2.49B
$620K ﹤0.01%
+28,500
New +$1.09M
RRX icon
2656
Regal Rexnord
RRX
$11.5B
$617K ﹤0.01%
9,800
-13,400
-58% -$1.05M
MTNB icon
2657
Matinas BioPharma
MTNB
$1.49M
$615K ﹤0.01%
20,486
+14,527
+244% +$877K
DHC
2658
Diversified Healthcare Trust
DHC
$2.02B
$614K ﹤0.01%
169,100
+12,700
+8% +$83.3K
PDEX icon
2659
Pro-Dex
PDEX
$217M
$613K ﹤0.01%
37,854
+8,494
+29% +$148K
SPLV icon
2660
Invesco S&P 500 Low Volatility ETF
SPLV
$7.22B
$610K ﹤0.01%
+13,000
New +$728K
VSS icon
2661
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$12B
$609K ﹤0.01%
+7,785
New +$774K
TREC
2662
DELISTED
Trecora Resources
TREC
$609K ﹤0.01%
102,385
-6,900
-6% -$43.8K
PNTG icon
2663
Pennant Group
PNTG
$1.34B
$607K ﹤0.01%
+42,865
New +$1.09M
ALR
2664
DELISTED
AlerisLife Inc
ALR
$607K ﹤0.01%
218,373
+82,991
+61% +$349K
AFMD
2665
DELISTED
Affimed
AFMD
$604K ﹤0.01%
+38,200
New +$910K
CTK
2666
DELISTED
CooTek (Cayman) Inc. American Depositary Shares, each representing 650 Class A Ordinary Shares
CTK
$603K ﹤0.01%
+6,625
New +$496K
CVU icon
2667
CPI Aerostructures
CVU
$75M
$602K ﹤0.01%
267,740
+155,459
+138% +$702K
RC
2668
Ready Capital
RC
$289M
$600K ﹤0.01%
83,076
-67,269
-45% -$920K
ATXI
2669
DELISTED
Avenue Therapeutics, Inc. Common Stock
ATXI
$597K ﹤0.01%
59
+48
+436% +$481K
BLU
2670
DELISTED
BELLUS Health Inc.
BLU
$597K ﹤0.01%
60,099
-22,539
-27% -$201K
ALG icon
2671
Alamo Group
ALG
$2.01B
$595K ﹤0.01%
+6,700
New +$772K
TARA icon
2672
Protara Therapeutics
TARA
$233M
$595K ﹤0.01%
25,886
+4,783
+23% +$139K
PAR icon
2673
PAR Technology
PAR
$741M
$594K ﹤0.01%
46,200
+24,300
+111% +$636K
YPF icon
2674
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.2B
$591K ﹤0.01%
141,735
-1,375,865
-91% -$11.2M
CXDC
2675
DELISTED
China XD Plastics Company Limited
CXDC
$591K ﹤0.01%
605,980
-105,100
-15% -$156K
105 106
107
108 109

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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 25% of assets, up from 21% 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.