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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
IGF icon
2701
iShares Global Infrastructure ETF
IGF
$10.7B
$563K ﹤0.01%
16,500
+5,900
+56% +$261K
FTSV
2702
DELISTED
Forty Seven, Inc. Common Stock
FTSV
$563K ﹤0.01%
+5,900
New +$357K
IT icon
2703
Gartner
IT
$11.6B
$562K ﹤0.01%
+5,644
New +$773K
TULP
2704
Bloomia Holdings
TULP
$562K ﹤0.01%
108,598
+100
+0.1% +$533
YIN
2705
DELISTED
Yintech Investment Holdings Limited American Depositary Shares
YIN
$562K ﹤0.01%
94,160
+18,125
+24% +$107K
GVP
2706
DELISTED
GSE Systems, Inc.
GVP
$561K ﹤0.01%
60,297
+533
+0.9% +$7.22K
MSON
2707
DELISTED
Misonix Inc
MSON
$560K ﹤0.01%
59,455
-83,177
-58% -$1.26M
XPEL icon
2708
XPEL
XPEL
$1.39B
$559K ﹤0.01%
+55,800
New +$758K
DSSI
2709
DELISTED
Diamond S Shipping Inc. Common Shares
DSSI
$559K ﹤0.01%
+47,300
New +$554K
FGBI icon
2710
First Guaranty Bancshares
FGBI
$137M
$557K ﹤0.01%
42,468
-5,137
-11% -$85.6K
GDP
2711
DELISTED
Goodrich Petroleum Corporation Common Stock
GDP
$557K ﹤0.01%
130,800
+8,900
+7% +$55K
PACW
2712
DELISTED
PacWest Bancorp
PACW
$556K ﹤0.01%
31,000
-66,079
-68% -$2.07M
ELA icon
2713
Envela
ELA
$420M
$555K ﹤0.01%
220,094
+77,917
+55% +$177K
SDOW icon
2714
ProShares UltraPro Short Dow 30
SDOW
$185M
$554K ﹤0.01%
+719
New +$517K
STGW icon
2715
Stagwell
STGW
$2.28B
$551K ﹤0.01%
379,974
+32,197
+9% +$70.5K
SUM
2716
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
$549K ﹤0.01%
37,237
-255,458
-87% -$4.96M
TGP
2717
DELISTED
Teekay LNG Partners L.P.
TGP
$549K ﹤0.01%
56,083
-253,789
-82% -$3.13M
UNB icon
2718
Union Bankshares
UNB
$122M
$547K ﹤0.01%
24,300
+900
+4% +$27.5K
VALU icon
2719
Value Line
VALU
$341M
$547K ﹤0.01%
16,900
-400
-2% -$12.4K
IYE icon
2720
iShares US Energy ETF
IYE
$1.8B
$545K ﹤0.01%
+35,600
New +$897K
VYM icon
2721
Vanguard High Dividend Yield ETF
VYM
$84.2B
$545K ﹤0.01%
+7,700
New +$662K
AMJ
2722
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
$545K ﹤0.01%
+60,300
New +$1.05M
ELGX
2723
DELISTED
Endologix Inc
ELGX
$545K ﹤0.01%
789,001
+33,333
+4% +$40.8K
DTIL icon
2724
Precision BioSciences
DTIL
$201M
$541K ﹤0.01%
+2,988
New +$782K
EMMS
2725
DELISTED
Emmis Communications Corp
EMMS
$541K ﹤0.01%
270,706
-52,515
-16% -$176K
107 108
109
110 111

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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.