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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
IWY icon
2701
iShares Russell Top 200 Growth ETF
IWY
$16.7B
$746K ﹤0.01%
+7,000
New +$686K
HWCC
2702
DELISTED
Houston Wire & Cable Company
HWCC
$744K ﹤0.01%
315,214
-35,063
-10% -$82.9K
KSPN
2703
DELISTED
Kaspien Holdings Inc. Common Stock
KSPN
$740K ﹤0.01%
107,833
-1,174
-1% -$5.75K
AEY
2704
DELISTED
ADDvantage Technologies Group
AEY
$739K ﹤0.01%
21,477
-24,695
-53% -$596K
GFED
2705
DELISTED
Guaranty Federal Bancshares In
GFED
$737K ﹤0.01%
48,300
+3,000
+7% +$44.1K
OFG icon
2706
OFG Bancorp
OFG
$2.26B
$732K ﹤0.01%
54,756
-391,300
-88% -$4.72M
ELGX
2707
DELISTED
Endologix Inc
ELGX
$732K ﹤0.01%
910,301
+121,300
+15% +$102K
ONCS
2708
DELISTED
OncoSec Medical Incorporated
ONCS
$728K ﹤0.01%
16,139
+5,340
+49% +$227K
AATC
2709
DELISTED
Autoscope Technologies Corporation Common Stock
AATC
$727K ﹤0.01%
216,952
+900
+0.4% +$3.46K
DMAC icon
2710
DiaMedica Therapeutics
DMAC
$369M
$726K ﹤0.01%
104,700
+78,851
+305% +$352K
IGM icon
2711
iShares Expanded Tech Sector ETF
IGM
$10.9B
$726K ﹤0.01%
+15,600
New +$656K
ALEX
2712
DELISTED
Alexander & Baldwin
ALEX
$724K ﹤0.01%
59,431
-73,400
-55% -$867K
VCEL icon
2713
Vericel Corp
VCEL
$2.29B
$724K ﹤0.01%
52,392
-33,869
-39% -$458K
AUTO
2714
DELISTED
AutoWeb, Inc. Common Stock
AUTO
$723K ﹤0.01%
560,290
+119,900
+27% +$117K
VOLT
2715
DELISTED
Volt Information Sciences, Inc.
VOLT
$721K ﹤0.01%
559,125
+143,423
+35% +$134K
BWX icon
2716
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
$720K ﹤0.01%
+24,900
New +$702K
LXU icon
2717
LSB Industries
LXU
$711M
$719K ﹤0.01%
805,718
+189,129
+31% +$204K
WCLD
2718
WisdomTree Cloud Computing Fund
WCLD
$319M
$717K ﹤0.01%
+18,400
New +$582K
MYND
2719
Mynd.ai
MYND
$18.4M
$716K ﹤0.01%
25,302
+2,610
+12% +$74.3K
SPYM
2720
State Street SPDR Portfolio S&P 500 ETF
SPYM
$170B
$711K ﹤0.01%
+19,600
New +$674K
KBE icon
2721
State Street SPDR S&P Bank ETF
KBE
$1.75B
$710K ﹤0.01%
22,500
+11,300
+101% +$341K
EUM icon
2722
ProShares Trust Short MSCI Emerging Markets
EUM
$9.27M
$709K ﹤0.01%
+20,550
New +$771K
NBP
2723
NovaBridge Biosciences American Depositary Shares
NBP
$216M
$703K ﹤0.01%
+23,500
New +$486K
STAB
2724
DELISTED
Statera Biopharma, Inc. Common Stock
STAB
$702K ﹤0.01%
273,251
-16,100
-6% -$29.1K
MIND icon
2725
MIND Technology
MIND
$42.6M
$699K ﹤0.01%
43,675
+8,020
+22% +$104K
107 108
109
110 111

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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.