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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
GENE
2951
DELISTED
Genetic Technologies Ltd.
GENE
$321K ﹤0.01%
32,621
+6,559
+25% +$104K
LBY
2952
DELISTED
Libbey, Inc.
LBY
$321K ﹤0.01%
629,100
+14,300
+2% +$17.5K
QRHC icon
2953
Quest Resource Holding
QRHC
$30.8M
$320K ﹤0.01%
273,130
+2,906
+1% +$5.99K
CFB
2954
DELISTED
CrossFirst Bankshares, Inc. Common Stock
CFB
$320K ﹤0.01%
+38,108
New +$459K
TWIN icon
2955
Twin Disc
TWIN
$349M
$316K ﹤0.01%
45,293
-50,900
-53% -$477K
FLWS icon
2956
1-800-Flowers.com
FLWS
$261M
$315K ﹤0.01%
23,840
-77,160
-76% -$1.19M
WTRE
2957
DELISTED
Watford Holdings Ltd. Common Shares
WTRE
$314K ﹤0.01%
+21,400
New +$470K
BEEM icon
2958
Beam Global
BEEM
$25.5M
$313K ﹤0.01%
+41,200
New +$319K
BW icon
2959
Babcock & Wilcox
BW
$1.39B
$313K ﹤0.01%
306,450
-27,500
-8% -$99.2K
FSTX
2960
DELISTED
F-star Therapeutics, Inc. Common Stock
FSTX
$313K ﹤0.01%
84,232
+33,999
+68% +$176K
AOM icon
2961
iShares Core Moderate Allocation ETF
AOM
$1.78B
$312K ﹤0.01%
8,500
-18,663
-69% -$731K
ELSE
2962
DELISTED
Electro-Sensors
ELSE
$312K ﹤0.01%
104,800
+2,800
+3% +$9.68K
KZR
2963
DELISTED
Kezar Life Sciences
KZR
$311K ﹤0.01%
7,142
-30
-0.4% -$1.22K
CNX icon
2964
CNX Resources
CNX
$5.23B
$310K ﹤0.01%
+58,200
New +$387K
MOG.B icon
2965
Moog Inc Class B
MOG.B
$310K ﹤0.01%
6,000
– –
AFH
2966
DELISTED
Atlas Financial Holdings, Inc. Ordinary Shares
AFH
$310K ﹤0.01%
911,325
-41,918
-4% -$21.8K
CLRB icon
2967
Cellectar Biosciences
CLRB
$19.8M
$309K ﹤0.01%
774
+111
+17% +$74.3K
IPI icon
2968
Intrepid Potash
IPI
$484M
$309K ﹤0.01%
38,660
+37,410
+2,993% +$696K
SURF
2969
DELISTED
Surface Oncology, Inc. Common Stock
SURF
$309K ﹤0.01%
165,342
-23,758
-13% -$62.6K
RAIL icon
2970
FreightCar America
RAIL
$243M
$308K ﹤0.01%
330,866
-25,718
-7% -$38.5K
TTPH
2971
DELISTED
Tetraphase Pharmaceuticals, Inc.
TTPH
$307K ﹤0.01%
239,940
+15,000
+7% +$30.6K
CYAN
2972
DELISTED
Cyanotech Corp
CYAN
$305K ﹤0.01%
148,100
+7,700
+5% +$17.3K
VRTS icon
2973
Virtus Investment Partners
VRTS
$1.14B
$304K ﹤0.01%
4,000
– –
ALIM
2974
DELISTED
Alimera Sciences
ALIM
$304K ﹤0.01%
76,004
+300
+0.4% +$1.83K
ARL icon
2975
American Realty Investors
ARL
$246M
$303K ﹤0.01%
32,800
-300
-0.9% -$3.88K
117 118
119
120 121

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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.