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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
SSI
2751
DELISTED
Stage Stores Inc
SSI
$510K ﹤0.01%
1,402,317
+338,400
+32% +$685K
ERII icon
2752
Energy Recovery
ERII
$399M
$507K ﹤0.01%
68,100
-8,200
-11% -$77.7K
TBI
2753
Trueblue
TBI
$309M
$507K ﹤0.01%
39,700
+10,300
+35% +$184K
DISCK
2754
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$507K ﹤0.01%
+28,905
New +$746K
STKL
2755
DELISTED
SunOpta
STKL
$505K ﹤0.01%
293,416
+74,916
+34% +$187K
THMO
2756
DELISTED
ThermoGenesis Holdings, Inc. Common Stock
THMO
$501K ﹤0.01%
3,184
-888
-22% -$166K
PALL icon
2757
abrdn Physical Palladium Shares ETF
PALL
$648M
$500K ﹤0.01%
11,250
-33,250
-75% -$1.43M
SUP
2758
DELISTED
Superior Industries International
SUP
$499K ﹤0.01%
415,909
+80,950
+24% +$213K
BGMS
2759
Bio Green Med Solution Inc
BGMS
$5.11M
$498K ﹤0.01%
18
– –
SRL icon
2760
Scully Royalty
SRL
$90.1M
$494K ﹤0.01%
65,670
-5,336
-8% -$49.9K
SDS icon
2761
ProShares UltraShort S&P500
SDS
$365M
$493K ﹤0.01%
+648
New +$440K
IMBI
2762
DELISTED
iMedia Brands, Inc. Class A Common Stock
IMBI
$493K ﹤0.01%
250,005
+20,509
+9% +$63.7K
AKCA
2763
DELISTED
Akcea Therapeutics Inc
AKCA
$492K ﹤0.01%
34,400
-35,800
-51% -$588K
FVRR icon
2764
Fiverr
FVRR
$324M
$491K ﹤0.01%
+19,500
New +$525K
WVVI icon
2765
Willamette Valley Vineyards
WVVI
$12M
$491K ﹤0.01%
101,302
-2,200
-2% -$13.8K
RBNC
2766
DELISTED
Reliant Bancorp, Inc. Common Stock
RBNC
$491K ﹤0.01%
43,525
+10,900
+33% +$209K
FRPH icon
2767
FRP Holdings
FRPH
$425M
$490K ﹤0.01%
22,800
-4,200
-16% -$97.6K
CELH icon
2768
Celsius Holdings
CELH
$7.28B
$489K ﹤0.01%
348,135
-145,665
-29% -$257K
MTRX icon
2769
Matrix Service
MTRX
$328M
$488K ﹤0.01%
51,500
+14,400
+39% +$222K
MCS icon
2770
Marcus Corp
MCS
$929M
$485K ﹤0.01%
+39,400
New +$992K
ICUI icon
2771
ICU Medical
ICUI
$4.58B
$484K ﹤0.01%
+2,400
New +$462K
ITMR
2772
DELISTED
Itamar Medical Ltd. American Depository Shares
ITMR
$484K ﹤0.01%
+41,080
New +$560K
BIOC
2773
DELISTED
Biocept, Inc.
BIOC
$483K ﹤0.01%
6,081
+4,555
+298% +$466K
AXIA.PR
2774
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
$482K ﹤0.01%
115,929
+23,378
+25% +$148K
GAIA icon
2775
Gaia
GAIA
$33.3M
$482K ﹤0.01%
54,300
-38,600
-42% -$314K
109 110
111
112 113

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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.