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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
TFFP
2676
DELISTED
TFF Pharmaceuticals, Inc. Common Stock
TFFP
$779K ﹤0.01%
+5,407
New +$684K
GSUM
2677
DELISTED
Gridsum Holding Inc.
GSUM
$779K ﹤0.01%
1,112,468
+763,442
+219% +$555K
USFD icon
2678
US Foods
USFD
$23.6B
$775K ﹤0.01%
39,300
-346,200
-90% -$6.62M
FPE icon
2679
First Trust Preferred Securities and Income ETF
FPE
$6.34B
$774K ﹤0.01%
+42,000
New +$758K
NAAS
2680
NaaS Technology Inc
NAAS
$58.7M
$772K ﹤0.01%
25
+5
+25% +$147K
NTBL
2681
DELISTED
Notable Labs, Ltd. Ordinary Shares
NTBL
$772K ﹤0.01%
17,232
+13,101
+317% +$591K
CPLG
2682
DELISTED
CorePoint Lodging Inc. Common Stock
CPLG
$770K ﹤0.01%
183,000
-39,300
-18% -$154K
IVW icon
2683
iShares S&P 500 Growth ETF
IVW
$78B
$768K ﹤0.01%
+14,800
New +$709K
SILC icon
2684
Silicom
SILC
$277M
$767K ﹤0.01%
20,900
+3,500
+20% +$113K
DXJ icon
2685
WisdomTree Japan Hedged Equity Fund
DXJ
$7.55B
$766K ﹤0.01%
+16,300
New +$741K
FSI icon
2686
Flexible Solutions
FSI
$64.2M
$765K ﹤0.01%
375,185
-12,160
-3% -$19.8K
WTER
2687
DELISTED
The Alkaline Water Company Inc. Common Stock
WTER
$765K ﹤0.01%
+35,661
New +$586K
UNB icon
2688
Union Bankshares
UNB
$121M
$764K ﹤0.01%
40,831
+16,531
+68% +$346K
AUMN
2689
DELISTED
Golden Minerals Company
AUMN
$764K ﹤0.01%
+71,072
New +$536K
ENG
2690
DELISTED
ENGlobal Corp
ENG
$763K ﹤0.01%
92,538
+21,025
+29% +$164K
VLY icon
2691
Valley National Bancorp
VLY
$8.33B
$760K ﹤0.01%
97,139
-1,103,138
-92% -$8.47M
BSCL
2692
DELISTED
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
$757K ﹤0.01%
+35,433
New +$755K
TWIN icon
2693
Twin Disc
TWIN
$355M
$756K ﹤0.01%
136,493
+91,200
+201% +$530K
TPB icon
2694
Turning Point Brands
TPB
$1.74B
$755K ﹤0.01%
+30,300
New +$696K
JCAP
2695
DELISTED
Jernigan Capital, Inc.
JCAP
$755K ﹤0.01%
55,200
+19,000
+52% +$244K
ALAR
2696
Alarum Technologies
ALAR
$13.5M
$751K ﹤0.01%
+45,259
New +$636K
VBTX
2697
DELISTED
Veritex Holdings
VBTX
$751K ﹤0.01%
42,423
+24,251
+133% +$394K
GDX icon
2698
VanEck Gold Miners ETF
GDX
$27.7B
$748K ﹤0.01%
20,400
-491,200
-96% -$16.2M
MGTX icon
2699
MeiraGTx Holdings
MGTX
$1.22B
$748K ﹤0.01%
59,757
-6,227
-9% -$86.8K
RLH
2700
DELISTED
Red Lions Hotel Corporation
RLH
$748K ﹤0.01%
321,090
+94,700
+42% +$169K
106 107
108
109 110

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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.