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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
AFH
2776
DELISTED
Atlas Financial Holdings, Inc. Ordinary Shares
AFH
$639K ﹤0.01%
957,023
+45,698
+5% +$20.8K
TECX
2777
Tectonic Therapeutic
TECX
$720M
$637K ﹤0.01%
+3,044
New +$627K
AIA icon
2778
iShares Asia 50 ETF
AIA
$5.07B
$636K ﹤0.01%
+9,800
New +$592K
BANR icon
2779
Banner Corp
BANR
$2.5B
$635K ﹤0.01%
16,699
-38,101
-70% -$1.36M
BSCM
2780
DELISTED
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
$631K ﹤0.01%
+28,900
New +$625K
YIN
2781
DELISTED
Yintech Investment Holdings Limited American Depositary Shares
YIN
$629K ﹤0.01%
104,335
+10,175
+11% +$58.9K
IWS icon
2782
iShares Russell Mid-Cap Value ETF
IWS
$16.1B
$628K ﹤0.01%
8,200
+2,700
+49% +$197K
SCHF icon
2783
Schwab International Equity ETF
SCHF
$69.3B
$628K ﹤0.01%
+42,200
New +$593K
TRAK icon
2784
ReposiTrak
TRAK
$152M
$628K ﹤0.01%
148,508
+59,000
+66% +$284K
WVVI icon
2785
Willamette Valley Vineyards
WVVI
$12M
$626K ﹤0.01%
103,620
+2,318
+2% +$13.4K
CRNX icon
2786
Crinetics Pharmaceuticals
CRNX
$8.96B
$624K ﹤0.01%
+35,600
New +$607K
XYLO
2787
DELISTED
Xylo Technologies
XYLO
$624K ﹤0.01%
9,068
+7,878
+662% +$681K
SYRS
2788
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
$621K ﹤0.01%
+5,830
New +$523K
GVP
2789
DELISTED
GSE Systems, Inc.
GVP
$618K ﹤0.01%
61,148
+851
+1% +$8.95K
FSFG
2790
DELISTED
First Savings Financial Group
FSFG
$617K ﹤0.01%
42,720
-12,159
-22% -$174K
VRDN icon
2791
Viridian Therapeutics
VRDN
$2.49B
$617K ﹤0.01%
37,048
-3,227
-8% -$36.6K
GNK icon
2792
Genco Shipping & Trading
GNK
$1.13B
$615K ﹤0.01%
98,000
-30,030
-23% -$174K
DIT icon
2793
AMCON Distributing
DIT
$66.4M
$614K ﹤0.01%
16,350
+120
+0.7% +$4.82K
WSC icon
2794
WillScot Mobile Mini Holdings
WSC
$4.17B
$612K ﹤0.01%
49,800
-294,800
-86% -$3.64M
HCR
2795
DELISTED
Hi-Crush Inc. Common Stock
HCR
$610K ﹤0.01%
4,015,460
+981,391
+32% +$287K
CRK icon
2796
Comstock Resources
CRK
$3.99B
$609K ﹤0.01%
+139,100
New +$830K
MSN icon
2797
Emerson Radio
MSN
$7.99M
$609K ﹤0.01%
908,350
+15,300
+2% +$11.1K
VWOB icon
2798
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.25B
$607K ﹤0.01%
+7,800
New +$578K
PAM icon
2799
Pampa Energía
PAM
$4.26B
$605K ﹤0.01%
+57,642
New +$613K
PCY icon
2800
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
$605K ﹤0.01%
+22,600
New +$571K
110 111
112
113 114

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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.