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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
SPTL icon
2876
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.8B
$392K ﹤0.01%
+8,300
New +$355K
TQQQ icon
2877
ProShares UltraPro QQQ
TQQQ
$38.7B
$392K ﹤0.01%
+65,856
New +$689K
XCUR icon
2878
Exicure
XCUR
$8.35M
$390K ﹤0.01%
+1,756
New +$555K
SECO
2879
DELISTED
Secoo Holding Limited ADR
SECO
$389K ﹤0.01%
10,350
+430
+4% +$25K
VONG icon
2880
Vanguard Russell 1000 Growth ETF
VONG
$46.2B
$387K ﹤0.01%
10,000
-4,400
-31% -$195K
ALNA
2881
DELISTED
Allena Pharmaceuticals
ALNA
$387K ﹤0.01%
401,778
+160,078
+66% +$320K
WRAP icon
2882
Wrap Technologies
WRAP
$97.4M
$385K ﹤0.01%
+90,289
New +$535K
CFRX
2883
DELISTED
ContraFect Corporation
CFRX
$385K ﹤0.01%
836
-468
-36% -$319K
ALPN
2884
DELISTED
Alpine Immune Sciences Inc
ALPN
$383K ﹤0.01%
133,155
+5,345
+4% +$16.6K
AOS icon
2885
A.O. Smith
AOS
$8.49B
$382K ﹤0.01%
+10,100
New +$430K
RIBT
2886
DELISTED
RiceBran Technologies
RIBT
$382K ﹤0.01%
38,165
-7,712
-17% -$89.3K
RTC
2887
DELISTED
Baijiayun Group
RTC
$381K ﹤0.01%
38,317
-3,620
-9% -$48K
HUSN
2888
DELISTED
Hudson Capital Inc. Ordinary Shares
HUSN
$377K ﹤0.01%
349,077
+21,111
+6% +$33.9K
PLOW icon
2889
Douglas Dynamics
PLOW
$967M
$376K ﹤0.01%
10,600
-35,500
-77% -$1.66M
CNVS icon
2890
Cineverse
CNVS
$68.2M
$375K ﹤0.01%
51,346
-495
-1% -$5.21K
QBAK
2891
DELISTED
Qualstar Corp
QBAK
$375K ﹤0.01%
139,500
-5,696
-4% -$26.8K
DFEN icon
2892
Direxion Daily Aerospace & Defense Bull 3X ETF
DFEN
$424M
$373K ﹤0.01%
+37,378
New +$1.79M
BLFS icon
2893
BioLife Solutions
BLFS
$1.72B
$372K ﹤0.01%
39,200
+8,946
+30% +$123K
ORKA
2894
Oruka Therapeutics
ORKA
$7.16B
$372K ﹤0.01%
11,108
-773
-7% -$42K
KWEB icon
2895
KraneShares CSI China Internet ETF
KWEB
$5.31B
$371K ﹤0.01%
8,200
-16,300
-67% -$803K
BOTZ icon
2896
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.59B
$370K ﹤0.01%
+20,400
New +$420K
LEVL
2897
DELISTED
Level One Bancorp, Inc. Common Stock
LEVL
$370K ﹤0.01%
20,581
-21,404
-51% -$498K
PRPH
2898
DELISTED
ProPhase Labs
PRPH
$368K ﹤0.01%
19,490
+230
+1% +$4.3K
BVSN
2899
DELISTED
Broadvision Inc Com
BVSN
$366K ﹤0.01%
85,000
-15,500
-15% -$42.5K
KALV
2900
DELISTED
KalVista Pharmaceuticals
KALV
$364K ﹤0.01%
+47,528
New +$641K
114 115
116
117 118

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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.