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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
QFIN icon
2926
Qfin Holdings
QFIN
$1.52B
$338K ﹤0.01%
42,196
-80,504
-66% -$689K
TGS icon
2927
Transportadora de Gas del Sur
TGS
$4.2B
$337K ﹤0.01%
73,177
-169,000
-70% -$986K
VOLT
2928
DELISTED
Volt Information Sciences, Inc.
VOLT
$337K ﹤0.01%
415,702
+22,092
+6% +$43.5K
DLS icon
2929
WisdomTree International SmallCap Dividend Fund
DLS
$1.08B
$336K ﹤0.01%
+7,000
New +$436K
SXTC icon
2930
China SXT Pharmaceuticals
SXTC
$1.76M
– –
0
– –
VB icon
2931
Vanguard Morningstar Small-Cap ETF
VB
$83.4B
$335K ﹤0.01%
+2,900
New +$436K
IRD
2932
Opus Genetics
IRD
$309M
$334K ﹤0.01%
46,441
+9,358
+25% +$81.3K
NAIL icon
2933
Direxion Daily Homebuilders & Supplies Bull 3X ETF
NAIL
$594M
$333K ﹤0.01%
+32,500
New +$2.1M
BLMN icon
2934
Bloomin' Brands
BLMN
$924M
$332K ﹤0.01%
+46,477
New +$809K
TENX icon
2935
Tenax Therapeutics
TENX
$68.5M
$332K ﹤0.01%
363
+83
+30% +$146K
BNSO
2936
DELISTED
Bonso Electronic International
BNSO
$332K ﹤0.01%
140,400
+1,500
+1% +$3.67K
INWK
2937
DELISTED
InnerWorkings, Inc.
INWK
$332K ﹤0.01%
283,900
+80,300
+39% +$287K
INSE icon
2938
Inspired Entertainment
INSE
$164M
$331K ﹤0.01%
97,870
-4,300
-4% -$23.8K
RLH
2939
DELISTED
Red Lions Hotel Corporation
RLH
$331K ﹤0.01%
226,390
-10,100
-4% -$27K
MYRG icon
2940
MYR Group
MYRG
$5.1B
$330K ﹤0.01%
12,600
-13,300
-51% -$373K
RLGT icon
2941
Radiant Logistics
RLGT
$406M
$329K ﹤0.01%
85,100
+39,593
+87% +$183K
SCHC icon
2942
Schwab International Small-Cap Equity ETF
SCHC
$5.69B
$329K ﹤0.01%
+13,500
New +$415K
LCUT icon
2943
Lifetime Brands
LCUT
$220M
$327K ﹤0.01%
57,800
-15,200
-21% -$98.8K
PRIM icon
2944
Primoris Services
PRIM
$4.35B
$326K ﹤0.01%
20,500
-49,200
-71% -$959K
VBIV
2945
DELISTED
VBI Vaccines, Inc. New Common Stock (Canada)
VBIV
$326K ﹤0.01%
+11,427
New +$444K
SCHA icon
2946
Schwab U.S Small- Cap ETF
SCHA
$23.5B
$325K ﹤0.01%
+25,200
New +$428K
GSLC icon
2947
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$16.1B
$324K ﹤0.01%
+6,200
New +$382K
LITB
2948
LightInTheBox
LITB
$53.8M
$324K ﹤0.01%
77,037
+14,165
+23% +$83.3K
ULH icon
2949
Universal Logistics Holdings
ULH
$518M
$321K ﹤0.01%
+24,500
New +$404K
EGIO
2950
DELISTED
Edgio, Inc. Common Stock
EGIO
$321K ﹤0.01%
1,407
-19,281
-93% -$3.83M
116 117
118
119 120

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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.