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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
BHR
3051
Braemar Hotels & Resorts
BHR
$139M
$293K ﹤0.01%
102,409
-622,800
-86% -$1.81M
AKTX
3052
Akari Therapeutics
AKTX
$12.3M
$291K ﹤0.01%
167
+5
+3% +$7.62K
ELDN icon
3053
Eledon Pharmaceuticals
ELDN
$286M
$291K ﹤0.01%
35,293
+9,886
+39% +$112K
HOOK
3054
DELISTED
HOOKIPA Pharma
HOOK
$290K ﹤0.01%
+2,492
New +$243K
PRPH
3055
DELISTED
ProPhase Labs
PRPH
$289K ﹤0.01%
20,070
+580
+3% +$9.61K
BHAT
3056
DELISTED
Blue Hat Interactive Entertainment Technology
BHAT
$288K ﹤0.01%
+4
New +$217K
ETTX
3057
DELISTED
Entasis Therapeutics Holdings Inc.
ETTX
$288K ﹤0.01%
97,446
+62,343
+178% +$170K
OEF icon
3058
iShares S&P 100 ETF
OEF
$20.6B
$285K ﹤0.01%
+2,000
New +$269K
CALB
3059
DELISTED
California BanCorp Common Stock
CALB
$285K ﹤0.01%
+19,100
New +$277K
LOOP icon
3060
Loop Industries
LOOP
$30.6M
$284K ﹤0.01%
+31,600
New +$271K
PSTL
3061
Postal Realty Trust
PSTL
$701M
$283K ﹤0.01%
+17,750
New +$280K
NTRP
3062
DELISTED
Neurotrope, Inc. Common
NTRP
$283K ﹤0.01%
244,196
+228,886
+1,495% +$287K
MTUS icon
3063
Metallus
MTUS
$892M
$281K ﹤0.01%
72,146
+48,746
+208% +$163K
UFAB
3064
DELISTED
Unique Fabricating, Inc.
UFAB
$281K ﹤0.01%
88,177
+5,557
+7% +$17.3K
XERS icon
3065
Xeris Biopharma Holdings
XERS
$1.52B
$279K ﹤0.01%
105,000
-282,516
-73% -$984K
CPSH icon
3066
CPS Technologies
CPSH
$83M
$278K ﹤0.01%
+115,000
New +$154K
FFWM
3067
DELISTED
First Foundation Inc
FFWM
$276K ﹤0.01%
16,900
-146,065
-90% -$1.96M
RMBI icon
3068
Richmond Mutual Bancorp
RMBI
$256M
$276K ﹤0.01%
24,542
+5,033
+26% +$53.2K
FWONK icon
3069
Liberty Media Series C
FWONK
$26B
$275K ﹤0.01%
8,977
-283,613
-97% -$8.42M
DPST icon
3070
Direxion Daily Regional Banks Bull 3X ETF
DPST
$414M
$274K ﹤0.01%
+2,250
New +$283K
SDY icon
3071
State Street SPDR S&P Dividend ETF
SDY
$22.2B
$274K ﹤0.01%
+3,000
New +$264K
ELOX
3072
DELISTED
Eloxx Pharmaceuticals, Inc. Common Stock
ELOX
$274K ﹤0.01%
2,258
-1,012
-31% -$115K
LCUT icon
3073
Lifetime Brands
LCUT
$220M
$272K ﹤0.01%
40,500
-17,300
-30% -$92.8K
SIF icon
3074
SIFCO Industries
SIF
$121M
$272K ﹤0.01%
68,034
+1,400
+2% +$4.72K
VOOV icon
3075
Vanguard S&P 500 Value ETF
VOOV
$6.8B
$272K ﹤0.01%
+2,600
New +$267K
121 122
123
124 125

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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.