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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
SCHH icon
3051
Schwab US REIT ETF
SCHH
$11.4B
$239K ﹤0.01%
14,600
+5,200
+55% +$111K
RGLS
3052
DELISTED
Regulus Therapeutics
RGLS
$238K ﹤0.01%
51,648
+3,949
+8% +$34.4K
TSRI
3053
DELISTED
TSR Inc. New
TSRI
$238K ﹤0.01%
76,250
+700
+0.9% +$2.58K
GSUM
3054
DELISTED
Gridsum Holding Inc.
GSUM
$237K ﹤0.01%
349,026
+3,200
+0.9% +$3.31K
SALM
3055
DELISTED
Salem Media Group, Inc. Class A Common Stock
SALM
$236K ﹤0.01%
274,898
+24,300
+10% +$31.4K
QTRX icon
3056
Quanterix
QTRX
$135M
$235K ﹤0.01%
12,800
-3,800
-23% -$86.7K
ATXS
3057
DELISTED
Astria Therapeutics
ATXS
$234K ﹤0.01%
9,388
-5,886
-39% -$182K
BAK icon
3058
Braskem
BAK
$825M
$234K ﹤0.01%
35,300
-88,500
-71% -$1.13M
PID icon
3059
Invesco International Dividend Achievers ETF
PID
$917M
$234K ﹤0.01%
20,600
+7,900
+62% +$121K
ACHV icon
3060
Achieve Life Sciences
ACHV
$744M
$233K ﹤0.01%
35,655
+18,542
+108% +$179K
LUB
3061
DELISTED
Luby's Inc.
LUB
$233K ﹤0.01%
347,127
-7,147
-2% -$14.2K
DOYU
3062
DouYu International Holdings
DOYU
$136M
$232K ﹤0.01%
+3,620
New +$291K
FIXD icon
3063
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.24B
$232K ﹤0.01%
+4,400
New +$231K
ATSG
3064
DELISTED
Air Transport Services Group
ATSG
$232K ﹤0.01%
12,700
-44,400
-78% -$891K
ALRS icon
3065
Alerus Financial
ALRS
$844M
$231K ﹤0.01%
+13,965
New +$279K
ATNM icon
3066
Actinium Pharmaceuticals
ATNM
$30.2M
$230K ﹤0.01%
39,548
+6,537
+20% +$46.4K
SPTM icon
3067
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$230K ﹤0.01%
7,300
-10,100
-58% -$380K
NTP
3068
DELISTED
Nam Tai Property Inc.
NTP
$229K ﹤0.01%
41,598
+19,363
+87% +$143K
SOXL icon
3069
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$24.8B
$227K ﹤0.01%
+36,000
New +$544K
PDSB icon
3070
PDS Biotechnology
PDSB
$13M
$226K ﹤0.01%
309,621
+189,352
+157% +$328K
QNCX icon
3071
Quince Therapeutics
QNCX
$33M
$226K ﹤0.01%
+25
New +$247K
BGFV
3072
DELISTED
Big 5 Sporting Goods
BGFV
$225K ﹤0.01%
210,409
+189,909
+926% +$525K
COWN
3073
DELISTED
Cowen Inc. Class A Common Stock
COWN
$225K ﹤0.01%
23,250
-1,800
-7% -$25.7K
HBP
3074
DELISTED
Huttig Building Products, Inc.
HBP
$224K ﹤0.01%
319,338
+5,132
+2% +$6.24K
CBMB
3075
DELISTED
CBM Bancorp, Inc.
CBMB
$224K ﹤0.01%
19,303
-5,022
-21% -$67.5K
121 122
123
124 125

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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.