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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
FEP icon
2976
First Trust Europe AlphaDEX Fund
FEP
$534M
$303K ﹤0.01%
+11,700
New +$393K
JHG
2977
DELISTED
Janus Henderson
JHG
$303K ﹤0.01%
19,800
-783,512
-98% -$17.2M
ITGR icon
2978
Integer Holdings
ITGR
$4.25B
$302K ﹤0.01%
+4,800
New +$392K
KBE icon
2979
State Street SPDR S&P Bank ETF
KBE
$1.75B
$302K ﹤0.01%
+11,200
New +$448K
OBSV
2980
DELISTED
ObsEva SA Ordinary Shares
OBSV
$302K ﹤0.01%
125,300
-98,800
-44% -$319K
ONCS
2981
DELISTED
OncoSec Medical Incorporated
ONCS
$302K ﹤0.01%
10,799
+1,775
+20% +$66.3K
CVV icon
2982
CVD Equipment Corp
CVV
$52.1M
$299K ﹤0.01%
125,691
-14,100
-10% -$54K
FPH icon
2983
Five Point Holdings
FPH
$372M
$299K ﹤0.01%
+59,000
New +$428K
TECS icon
2984
Direxion Daily Technology Bear 3x ETF
TECS
$58.9M
$297K ﹤0.01%
+5
New +$326K
SDRL
2985
DELISTED
Seadrill Limited Common Stock
SDRL
$297K ﹤0.01%
690,898
-211,402
-23% -$263K
KLXE icon
2986
KLX Energy Services
KLXE
$36M
$295K ﹤0.01%
84,219
+79,558
+1,707% +$1.28M
XLY icon
2987
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.5B
$294K ﹤0.01%
6,000
-262,400
-98% -$15.5M
LMPX
2988
DELISTED
LMP Automotive Holdings, Inc. Common Stock
LMPX
$292K ﹤0.01%
+52,700
New +$1.07M
RRD
2989
DELISTED
RR Donnelley & Sons Co.
RRD
$291K ﹤0.01%
303,206
+14,640
+5% +$35.4K
VXF icon
2990
Vanguard Extended Market ETF
VXF
$32.3B
$290K ﹤0.01%
+3,200
New +$372K
AIRI icon
2991
Air Industries Group
AIRI
$12.2M
$289K ﹤0.01%
27,230
+20,730
+319% +$324K
OPRT icon
2992
Oportun Financial
OPRT
$351M
$289K ﹤0.01%
+27,360
New +$525K
STRM
2993
DELISTED
Streamline Health Solutions
STRM
$289K ﹤0.01%
22,680
-3,405
-13% -$58.5K
GRTS
2994
DELISTED
Gritstone bio, Inc. Common Stock
GRTS
$288K ﹤0.01%
+49,500
New +$416K
KPRX icon
2995
Kiora Pharmaceuticals
KPRX
$11.5M
$287K ﹤0.01%
153
+62
+68% +$133K
OPRA
2996
Opera Ltd
OPRA
$1.8B
$287K ﹤0.01%
53,415
+18,992
+55% +$137K
IEV icon
2997
iShares Europe ETF
IEV
$1.7B
$286K ﹤0.01%
+8,100
New +$345K
FM
2998
DELISTED
iShares Frontier and Select EM ETF
FM
$286K ﹤0.01%
13,400
+1,700
+15% +$47K
MLPA icon
2999
Global X MLP ETF
MLPA
$2.28B
$285K ﹤0.01%
+15,097
New +$563K
GTN.A icon
3000
Gray Media Inc
GTN.A
$612M
$283K ﹤0.01%
23,800
+800
+3% +$13.2K
118 119
120
121 122

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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.