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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
PULM icon
2676
Pulmatrix
PULM
$5.84M
$590K ﹤0.01%
29,209
+16,974
+139% +$495K
SHG icon
2677
Shinhan Financial Group
SHG
$34.6B
$590K ﹤0.01%
+25,300
New +$749K
EWP icon
2678
iShares MSCI Spain ETF
EWP
$2.21B
$589K ﹤0.01%
+29,000
New +$756K
RUSL
2679
DELISTED
Direxion Daily Russia Bull 2X Shares
RUSL
$588K ﹤0.01%
+55,800
New +$2.88M
OPNT
2680
DELISTED
Opiant Pharmaceuticals, Inc. Common Stock
OPNT
$587K ﹤0.01%
61,228
+20,200
+49% +$242K
XIN
2681
DELISTED
Xinyuan Real Estate
XIN
$585K ﹤0.01%
26,820
-13,550
-34% -$415K
ATYR
2682
aTyr Pharma
ATYR
$54.2M
$585K ﹤0.01%
209,000
+9,080
+5% +$39.2K
IEF icon
2683
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$583K ﹤0.01%
+4,800
New +$552K
GORO icon
2684
Goldgroup Mining Inc.
GORO
$211M
$582K ﹤0.01%
211,600
+145,400
+220% +$656K
VTWO icon
2685
Vanguard Russell 2000 ETF
VTWO
$17.5B
$581K ﹤0.01%
+12,600
New +$755K
SCPL
2686
DELISTED
SciPlay Corporation Class A Common Stock
SCPL
$581K ﹤0.01%
+61,000
New +$618K
VV icon
2687
Vanguard Morningstar Large-Cap ETF
VV
$54.9B
$580K ﹤0.01%
4,900
-2,600
-35% -$365K
CHCT
2688
Community Healthcare Trust
CHCT
$430M
$578K ﹤0.01%
+15,100
New +$657K
MDIV icon
2689
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$432M
$578K ﹤0.01%
49,300
+33,300
+208% +$551K
AFBI
2690
DELISTED
Affinity Bancshares
AFBI
$577K ﹤0.01%
70,294
-3,319
-5% -$39.2K
PLUS icon
2691
ePlus
PLUS
$2.32B
$576K ﹤0.01%
18,400
-23,800
-56% -$906K
OBCI
2692
DELISTED
Ocean Bio-Chem Inc
OBCI
$575K ﹤0.01%
118,573
+56,999
+93% +$215K
ORMP icon
2693
Oramed Pharmaceuticals
ORMP
$178M
$573K ﹤0.01%
188,415
-39,310
-17% -$172K
SILK
2694
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
$570K ﹤0.01%
+18,100
New +$725K
SHOE
2695
Shoe Station Group
SHOE
$420M
$569K ﹤0.01%
+54,800
New +$861K
WYY icon
2696
WidePoint Corp
WYY
$114M
$566K ﹤0.01%
154,717
+4,338
+3% +$18.3K
OIG
2697
DELISTED
Orbital Infrastructure Group, Inc. Common Stock
OIG
$565K ﹤0.01%
15,848
+1,056
+7% +$43.5K
GWB
2698
DELISTED
Great Western Bancorp, Inc.
GWB
$565K ﹤0.01%
27,611
-335,973
-92% -$9.48M
VTVT icon
2699
vTv Therapeutics
VTVT
$125M
$564K ﹤0.01%
7,382
+6,415
+663% +$617K
EVOL
2700
DELISTED
Evolving Systems, Inc.
EVOL
$564K ﹤0.01%
722,715
-30,500
-4% -$26.5K
106 107
108
109 110

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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.