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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 23.45%
2 Technology 16.09%
3 Consumer Staples 10.57%
4 Consumer Discretionary 9.95%
5 Communication Services 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KALV
2876
DELISTED
KalVista Pharmaceuticals
KALV
$500K ﹤0.01%
41,346
-6,182
-13% -$65.7K
SPMD icon
2877
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$19.1B
$500K ﹤0.01%
+16,000
New +$467K
PAVS icon
2878
Paranovus Entertainment Technology
PAVS
$5.71M
– –
0
– –
EDV icon
2879
Vanguard World Funds Extended Duration ETF
EDV
$3.49B
$498K ﹤0.01%
3,000
-4,900
-62% -$819K
DUST icon
2880
Direxion Daily Gold Miners Index Bear 2X ETF
DUST
$52.4M
$497K ﹤0.01%
+200
New +$687K
VYM icon
2881
Vanguard High Dividend Yield ETF
VYM
$84.2B
$496K ﹤0.01%
6,300
-1,400
-18% -$109K
HYRE
2882
DELISTED
HyreCar Inc. Common Stock
HYRE
$495K ﹤0.01%
+168,800
New +$350K
NETI
2883
DELISTED
Eneti Inc.
NETI
$494K ﹤0.01%
32,289
-121,050
-79% -$2.37M
AOR icon
2884
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.75B
$492K ﹤0.01%
+10,600
New +$471K
SXTC icon
2885
China SXT Pharmaceuticals
SXTC
$1.76M
– –
0
– –
EPAY
2886
DELISTED
Bottomline Technologies Inc
EPAY
$490K ﹤0.01%
+9,642
New +$431K
ASM
2887
Avino Silver & Gold Mines
ASM
$1.21B
$489K ﹤0.01%
603,888
+346,650
+135% +$184K
MTA
2888
Metalla Royalty & Streaming
MTA
$854M
$489K ﹤0.01%
+92,300
New +$504K
SCYX icon
2889
SCYNEXIS
SCYX
$47.9M
$488K ﹤0.01%
8,128
+2,481
+44% +$168K
SYPR icon
2890
Sypris Solutions
SYPR
$46.8M
$488K ﹤0.01%
673,297
+26,200
+4% +$18.5K
SISI
2891
DELISTED
Shineco
SISI
$487K ﹤0.01%
8
+1
+14% +$50.3K
DJCO icon
2892
Daily Journal
DJCO
$828M
$486K ﹤0.01%
1,800
-100
-5% -$26.6K
GYRE icon
2893
Gyre Therapeutics
GYRE
$706M
$486K ﹤0.01%
11,041
+5,267
+91% +$247K
FRTX
2894
DELISTED
Fresh Tracks Therapeutics, Inc. Common Stock
FRTX
$485K ﹤0.01%
10,778
+2,691
+33% +$143K
CGEN icon
2895
Compugen
CGEN
$228M
$484K ﹤0.01%
32,200
-432,700
-93% -$5.84M
AIH
2896
DELISTED
Aesthetic Medical International Holdings
AIH
$483K ﹤0.01%
78,146
+20,300
+35% +$160K
XLRE icon
2897
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.68B
$480K ﹤0.01%
+13,800
New +$466K
HTGM
2898
DELISTED
HTG Molecular Diagnostics, Inc. Common Stock
HTGM
$477K ﹤0.01%
+3,682
New +$325K
OCFT
2899
DELISTED
OneConnect Financial Technology
OCFT
$475K ﹤0.01%
+2,600
New +$348K
SSO icon
2900
ProShares Ultra S&P500
SSO
$8.51B
$475K ﹤0.01%
+30,400
New +$430K
114 115
116
117 118

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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 23% of assets, down from 25% 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.