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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
FGBI icon
2901
First Guaranty Bancshares
FGBI
$139M
$472K ﹤0.01%
42,424
-44
-0.1% -$513
GDYN icon
2902
Grid Dynamics Holdings
GDYN
$632M
$471K ﹤0.01%
+68,200
New +$559K
IQLT icon
2903
iShares MSCI Intl Quality Factor ETF
IQLT
$14.3B
$471K ﹤0.01%
+16,000
New +$447K
GLOP
2904
DELISTED
GASLOG PARTNERS LP
GLOP
$470K ﹤0.01%
114,711
-330,700
-74% -$1.44M
SIC
2905
DELISTED
Select Interior Concepts, Inc. Class A Common Stock
SIC
$469K ﹤0.01%
134,000
-2,100
-2% -$6.14K
STRS
2906
DELISTED
STRATUS PPTYS INC
STRS
$468K ﹤0.01%
23,600
-12,000
-34% -$204K
MITO
2907
DELISTED
Stealth BioTherapeutics Corp. ADS
MITO
$468K ﹤0.01%
255,557
+127,757
+100% +$233K
FNJN
2908
DELISTED
Finjan Holdings, Inc.
FNJN
$467K ﹤0.01%
+303,492
New +$401K
SPIP icon
2909
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$464K ﹤0.01%
+15,400
New +$458K
TOVX icon
2910
Theriva Biologics
TOVX
$10.6M
$455K ﹤0.01%
3,558
+803
+29% +$76.5K
STRM
2911
DELISTED
Streamline Health Solutions
STRM
$454K ﹤0.01%
22,746
+66
+0.3% +$979
GRCE
2912
Grace Therapeutics
GRCE
$44.2M
$452K ﹤0.01%
20,054
+17,361
+645% +$506K
G icon
2913
Genpact
G
$5.7B
$449K ﹤0.01%
12,300
-439,500
-97% -$14.9M
SIFY
2914
Sify Technologies
SIFY
$1.14B
$447K ﹤0.01%
95,728
+5,173
+6% +$27.4K
CFB
2915
DELISTED
CrossFirst Bankshares, Inc. Common Stock
CFB
$446K ﹤0.01%
45,608
+7,500
+20% +$68.6K
BOSC icon
2916
Better Online Solutions
BOSC
$31.8M
$445K ﹤0.01%
153,043
+10,428
+7% +$21.7K
STR
2917
DELISTED
Sitio Royalties
STR
$442K ﹤0.01%
34,500
+26,725
+344% +$281K
HIHO icon
2918
Highway Holdings
HIHO
$5.27M
$439K ﹤0.01%
197,627
+900
+0.5% +$1.87K
TQQQ icon
2919
ProShares UltraPro QQQ
TQQQ
$38.7B
$439K ﹤0.01%
36,000
-29,856
-45% -$280K
PSHG icon
2920
Performance Shipping
PSHG
$21.8M
$437K ﹤0.01%
4,864
+609
+14% +$60.5K
BH icon
2921
Biglari Holdings Class B
BH
$1.22B
$434K ﹤0.01%
6,295
-9,711
-61% -$625K
TBT icon
2922
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$306M
$434K ﹤0.01%
+27,300
New +$437K
FGNX
2923
FG Nexus Inc
FGNX
$40.2M
$428K ﹤0.01%
768
+32
+4% +$18.6K
LCTX icon
2924
Lineage Cell Therapeutics
LCTX
$268M
$428K ﹤0.01%
491,700
+223,300
+83% +$197K
GSV
2925
DELISTED
Gold Standard Ventures Corp.
GSV
$428K ﹤0.01%
+527,226
New +$348K
115 116
117
118 119

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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.