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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
PHAS
2801
DELISTED
PhaseBio Pharmaceuticals, Inc. Common Stock
PHAS
$605K ﹤0.01%
131,500
-31,700
-19% -$140K
TLH icon
2802
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
$602K ﹤0.01%
3,600
+1,000
+38% +$167K
HUSN
2803
DELISTED
Hudson Capital Inc. Ordinary Shares
HUSN
$602K ﹤0.01%
432,340
+83,263
+24% +$101K
QTEC icon
2804
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.92B
$600K ﹤0.01%
+5,500
New +$542K
CATX icon
2805
Perspective Therapeutics
CATX
$372M
$599K ﹤0.01%
107,805
+39,389
+58% +$253K
TRNS icon
2806
Transcat
TRNS
$888M
$599K ﹤0.01%
23,163
-5,623
-20% -$146K
VMD icon
2807
Viemed Healthcare
VMD
$353M
$597K ﹤0.01%
62,200
+41,700
+203% +$324K
TMV icon
2808
Direxion Daily 20+ Year Treasury Bear 3X ETF
TMV
$192M
$594K ﹤0.01%
+46,000
New +$601K
IRD
2809
Opus Genetics
IRD
$313M
$594K ﹤0.01%
52,325
+5,884
+13% +$54.1K
MYGN icon
2810
Myriad Genetics
MYGN
$309M
$590K ﹤0.01%
+52,000
New +$738K
FXH icon
2811
First Trust Health Care AlphaDEX Fund
FXH
$1.11B
$586K ﹤0.01%
+6,500
New +$557K
SNOA icon
2812
Sonoma Pharmaceuticals
SNOA
$6.56M
$586K ﹤0.01%
4,112
+629
+18% +$75.6K
GAIA icon
2813
Gaia
GAIA
$33.3M
$580K ﹤0.01%
69,198
+14,898
+27% +$129K
ESQ icon
2814
Esquire Financial Holdings
ESQ
$1.61B
$576K ﹤0.01%
34,106
+6,749
+25% +$107K
RUHN
2815
DELISTED
Ruhnn Holding Limited American Depositary Shares
RUHN
$576K ﹤0.01%
193,400
+179,093
+1,252% +$612K
BOOM icon
2816
DMC Global
BOOM
$155M
$575K ﹤0.01%
20,851
-59,732
-74% -$1.65M
FINX icon
2817
Global X FinTech ETF
FINX
$173M
$575K ﹤0.01%
+17,300
New +$513K
MITT
2818
TPG Mortgage Investment Trust
MITT
$213M
$573K ﹤0.01%
59,900
+18,433
+44% +$176K
RRGB icon
2819
Red Robin
RRGB
$183M
$573K ﹤0.01%
+56,166
New +$708K
VNTR
2820
DELISTED
Venator Materials PLC
VNTR
$573K ﹤0.01%
320,038
-216,700
-40% -$337K
ANF icon
2821
Abercrombie & Fitch
ANF
$4.99B
$572K ﹤0.01%
+53,800
New +$587K
EWC icon
2822
iShares MSCI Canada ETF
EWC
$6.55B
$572K ﹤0.01%
+22,100
New +$540K
BSJL
2823
DELISTED
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
$572K ﹤0.01%
+25,189
New +$568K
TANH icon
2824
Tantech Holdings
TANH
$5.27M
$570K ﹤0.01%
49
-4
-8% -$40.3K
CCRN
2825
DELISTED
Cross Country Healthcare
CCRN
$566K ﹤0.01%
91,856
-202,526
-69% -$1.24M
111 112
113
114 115

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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.