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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
DWX icon
2826
State Street SPDR S&P International Dividend ETF
DWX
$529M
$435K ﹤0.01%
14,200
+7,800
+122% +$289K
DJCO icon
2827
Daily Journal
DJCO
$828M
$434K ﹤0.01%
1,900
– –
MSM icon
2828
MSC Industrial Direct
MSM
$6.77B
$434K ﹤0.01%
7,900
-361,200
-98% -$23.8M
INDL icon
2829
Direxion Daily MSCI India Bull 2X ETF
INDL
$57.3M
$433K ﹤0.01%
+31,600
New +$1.66M
MGY icon
2830
Magnolia Oil & Gas
MGY
$6.13B
$433K ﹤0.01%
+108,300
New +$932K
FRTX
2831
DELISTED
Fresh Tracks Therapeutics, Inc. Common Stock
FRTX
$433K ﹤0.01%
8,087
+1,546
+24% +$121K
HEXO
2832
DELISTED
HEXO Corp. Common Shares
HEXO
$432K ﹤0.01%
9,443
-16,120
-63% -$1.09M
ERX icon
2833
Direxion Daily Energy Bull 2X ETF
ERX
$244M
$431K ﹤0.01%
+44,230
New +$4.36M
MRIN
2834
DELISTED
Marin Software
MRIN
$429K ﹤0.01%
58,893
+4,470
+8% +$37.2K
PRFZ icon
2835
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.92B
$429K ﹤0.01%
+24,000
New +$581K
ARKK icon
2836
ARK Innovation ETF
ARKK
$6.54B
$427K ﹤0.01%
9,700
-2,500
-20% -$127K
HLIT icon
2837
Harmonic Inc
HLIT
$1.42B
$427K ﹤0.01%
74,199
-192,427
-72% -$1.29M
CCM
2838
Concord Medical Services
CCM
$20M
$425K ﹤0.01%
23,630
+170
+0.7% +$4.03K
SHLO
2839
DELISTED
Shiloh Industries Inc
SHLO
$425K ﹤0.01%
339,805
-6
-0% -$17
DAC icon
2840
Danaos Corp
DAC
$2.56B
$424K ﹤0.01%
105,950
-48,602
-31% -$297K
BNDX icon
2841
Vanguard Total International Bond ETF
BNDX
$83B
$422K ﹤0.01%
+7,500
New +$428K
HBMD
2842
DELISTED
Howard Bancorp, Inc. Common Stock
HBMD
$421K ﹤0.01%
38,800
-18,899
-33% -$294K
DS
2843
DELISTED
Drive Shack Inc.
DS
$420K ﹤0.01%
+276,300
New +$822K
BFST icon
2844
Business First Bancshares
BFST
$1.05B
$419K ﹤0.01%
31,004
+18,398
+146% +$399K
ZROZ icon
2845
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.31B
$419K ﹤0.01%
+2,400
New +$368K
SIEN
2846
DELISTED
Sientra, Inc.
SIEN
$419K ﹤0.01%
+21,050
New +$1.1M
NE
2847
DELISTED
Noble Corporation
NE
$419K ﹤0.01%
1,610,537
-602,900
-27% -$449K
EGP icon
2848
EastGroup Properties
EGP
$11B
$418K ﹤0.01%
+4,000
New +$505K
TAN icon
2849
Invesco Solar ETF
TAN
$1.38B
$414K ﹤0.01%
+16,400
New +$535K
GBT
2850
DELISTED
Global Blood Therapeutics, Inc.
GBT
$414K ﹤0.01%
+8,100
New +$543K
112 113
114
115 116

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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.