We are live on ! Find out more
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
SIC
3001
DELISTED
Select Interior Concepts, Inc. Class A Common Stock
SIC
$282K ﹤0.01%
+136,100
New +$937K
PPBI
3002
DELISTED
Pacific Premier Bancorp
PPBI
$281K ﹤0.01%
+14,900
New +$397K
GLRE icon
3003
Greenlight Captial
GLRE
$512M
$280K ﹤0.01%
47,000
+17,800
+61% +$153K
EZA icon
3004
iShares MSCI South Africa ETF
EZA
$559M
$278K ﹤0.01%
+9,800
New +$406K
RIOT icon
3005
Riot Platforms
RIOT
$7.21B
$278K ﹤0.01%
+333,901
New +$404K
OCC icon
3006
Optical Cable Corp
OCC
$147M
$277K ﹤0.01%
115,403
+1,300
+1% +$4.01K
SLNO
3007
DELISTED
Soleno Therapeutics
SLNO
$277K ﹤0.01%
7,764
-953
-11% -$40.5K
VO icon
3008
Vanguard Morningstar Mid-Cap ETF
VO
$111B
$276K ﹤0.01%
+8,400
New +$348K
QNRX
3009
Quoin Pharmaceuticals
QNRX
$12.2M
$275K ﹤0.01%
9
+4
+80% +$189K
BPTH
3010
DELISTED
Bio-Path Holdings Inc
BPTH
$274K ﹤0.01%
+3,042
New +$361K
CYPH
3011
Cypherpunk Technologies Inc
CYPH
$69.8M
$273K ﹤0.01%
+17,280
New +$335K
MLSS icon
3012
Milestone Scientific
MLSS
$48.9M
$272K ﹤0.01%
217,400
+125,129
+136% +$226K
VRDN icon
3013
Viridian Therapeutics
VRDN
$2.49B
$270K ﹤0.01%
40,275
+9,339
+30% +$109K
DES icon
3014
WisdomTree US SmallCap Dividend Fund
DES
$2.23B
$268K ﹤0.01%
+14,900
New +$369K
FFBW
3015
DELISTED
FFBW, Inc. Common Stock
FFBW
$268K ﹤0.01%
33,973
+18,737
+123% +$185K
FARO
3016
DELISTED
Faro Technologies
FARO
$267K ﹤0.01%
6,000
-11,942
-67% -$619K
AUBN icon
3017
Auburn National Bancorp
AUBN
$92.4M
$266K ﹤0.01%
6,341
-749
-11% -$38.5K
SCU
3018
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
$265K ﹤0.01%
+19,600
New +$421K
GNCA
3019
DELISTED
Genocea Biosciences, Inc.
GNCA
$264K ﹤0.01%
153,296
-126,215
-45% -$255K
DLA
3020
DELISTED
Delta Apparel Inc.
DLA
$262K ﹤0.01%
25,200
+12,200
+94% +$260K
CLOU icon
3021
Global X Cloud Computing ETF
CLOU
$281M
$261K ﹤0.01%
+17,900
New +$291K
ASTE icon
3022
Astec Industries
ASTE
$975M
$260K ﹤0.01%
+7,445
New +$292K
TFI icon
3023
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.18B
$260K ﹤0.01%
5,200
-44,195
-89% -$2.24M
CGRN
3024
DELISTED
Capstone Green Energy Corporation Common Stock
CGRN
$260K ﹤0.01%
216,927
-6,963
-3% -$16.9K
KRYS icon
3025
Krystal Biotech
KRYS
$9.72B
$259K ﹤0.01%
+6,000
New +$314K
119 120
121
122 123

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.