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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
CDXS icon
2976
Codexis
CDXS
$175M
$367K ﹤0.01%
+32,200
New +$364K
CYAN
2977
DELISTED
Cyanotech Corp
CYAN
$365K ﹤0.01%
156,800
+8,700
+6% +$19.4K
CTRM icon
2978
Castor Maritime
CTRM
$20.2M
$364K ﹤0.01%
9,092
+7,893
+658% +$513K
ERF
2979
DELISTED
Enerplus Corporation
ERF
$362K ﹤0.01%
127,741
-3,344,854
-96% -$8.5M
ERY icon
2980
Direxion Daily Energy Bear 2X ETF
ERY
$36.4M
$361K ﹤0.01%
+730
New +$458K
MOG.B icon
2981
Moog Inc Class B
MOG.B
$13B
$361K ﹤0.01%
6,000
– –
SDPI
2982
DELISTED
Superior Drilling Products Inc.
SDPI
$360K ﹤0.01%
484,124
+37,500
+8% +$24K
ELVN icon
2983
Enliven Therapeutics
ELVN
$4.24B
$359K ﹤0.01%
+3,247
New +$363K
CBMG
2984
DELISTED
Cellular Biomedicine Group, Inc.
CBMG
$359K ﹤0.01%
+24,000
New +$343K
INWK
2985
DELISTED
InnerWorkings, Inc.
INWK
$357K ﹤0.01%
270,525
-13,375
-5% -$17.8K
LEDS icon
2986
SemiLEDS
LEDS
$19.9M
$356K ﹤0.01%
+99,197
New +$248K
IXUS icon
2987
iShares Core MSCI Total International Stock ETF
IXUS
$60.8B
$354K ﹤0.01%
+6,500
New +$334K
LKCO
2988
DELISTED
Luokung Technology Corp Ordinary Shares
LKCO
$354K ﹤0.01%
2,224
+921
+71% +$122K
PNTG icon
2989
Pennant Group
PNTG
$1.34B
$353K ﹤0.01%
15,600
-27,265
-64% -$571K
HBMD
2990
DELISTED
Howard Bancorp, Inc. Common Stock
HBMD
$350K ﹤0.01%
33,000
-5,800
-15% -$59.2K
DGRW icon
2991
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.4B
$346K ﹤0.01%
+7,600
New +$329K
HYLB icon
2992
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.48B
$346K ﹤0.01%
+9,250
New +$341K
SDI
2993
DELISTED
Standard Diversified Inc. Class A Common Stock
SDI
$346K ﹤0.01%
26,794
+11,394
+74% +$140K
AUBN icon
2994
Auburn National Bancorp
AUBN
$92.8M
$345K ﹤0.01%
6,041
-300
-5% -$14.9K
MNA icon
2995
IQ ARB Merger Arbitrage ETF
MNA
$254M
$344K ﹤0.01%
+10,900
New +$340K
INN
2996
Summit Hotel Properties
INN
$656M
$338K ﹤0.01%
56,952
-443,673
-89% -$2.5M
VOX icon
2997
Vanguard Communication Services ETF
VOX
$5.88B
$335K ﹤0.01%
+3,600
New +$319K
SOLO
2998
DELISTED
Electrameccanica Vehicles Corp. Ltd.
SOLO
$334K ﹤0.01%
148,334
+32,181
+28% +$41.5K
AVEO
2999
DELISTED
AVEO Pharmaceuticals, Inc.
AVEO
$334K ﹤0.01%
+64,868
New +$409K
ARMP icon
3000
Armata Pharmaceuticals
ARMP
$158M
$333K ﹤0.01%
84,877
+18,150
+27% +$62.9K
118 119
120
121 122

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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.