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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
AQB icon
3076
AquaBounty Technologies
AQB
$7.72M
$271K ﹤0.01%
+4,202
New +$195K
USIO icon
3077
Usio Inc
USIO
$71.5M
$270K ﹤0.01%
138,418
+103,400
+295% +$179K
BLRX
3078
BioLineRX
BLRX
$11.8M
$269K ﹤0.01%
+3,934
New +$269K
MPB icon
3079
Mid Penn Bancorp
MPB
$971M
$269K ﹤0.01%
14,606
-8,700
-37% -$163K
XSD icon
3080
State Street SPDR S&P Semiconductor ETF
XSD
$2.88B
$269K ﹤0.01%
+2,400
New +$243K
KPRX icon
3081
Kiora Pharmaceuticals
KPRX
$11.5M
$267K ﹤0.01%
154
+1
+0.7% +$1.88K
PHX
3082
DELISTED
PHX Minerals
PHX
$267K ﹤0.01%
+99,693
New +$373K
MNRL
3083
DELISTED
Brigham Minerals, Inc. Class A Common Stock
MNRL
$267K ﹤0.01%
+21,659
New +$263K
YJ
3084
Yunji
YJ
$9.56M
$265K ﹤0.01%
+2,464
New +$331K
GNCA
3085
DELISTED
Genocea Biosciences, Inc.
GNCA
$265K ﹤0.01%
115,371
-37,925
-25% -$87.3K
INSE icon
3086
Inspired Entertainment
INSE
$164M
$264K ﹤0.01%
91,170
-6,700
-7% -$18.1K
PTCT icon
3087
PTC Therapeutics
PTCT
$6.01B
$264K ﹤0.01%
5,200
-374,200
-99% -$18.4M
SAFE
3088
DELISTED
Safehold Inc.
SAFE
$264K ﹤0.01%
4,600
-48,200
-91% -$2.64M
CBB
3089
DELISTED
Cincinnati Bell Inc.
CBB
$261K ﹤0.01%
+17,600
New +$260K
ARL icon
3090
American Realty Investors
ARL
$246M
$260K ﹤0.01%
28,900
-3,900
-12% -$31.6K
ORIO
3091
Orion Digital Corp
ORIO
$21.1M
$259K ﹤0.01%
+91,608
New +$263K
KA
3092
DELISTED
Kineta, Inc. Common Stock
KA
$259K ﹤0.01%
+1,353
New +$276K
MYFW icon
3093
First Western Financial
MYFW
$309M
$258K ﹤0.01%
+18,100
New +$242K
LQDA icon
3094
Liquidia Corp
LQDA
$6.45B
$257K ﹤0.01%
+30,500
New +$231K
ERII icon
3095
Energy Recovery
ERII
$399M
$256K ﹤0.01%
33,700
-34,400
-51% -$272K
ASLN
3096
DELISTED
ASLAN Pharmaceuticals Limited American Depositary Shares
ASLN
$256K ﹤0.01%
3,201
+1,322
+70% +$89.8K
ERNA icon
3097
Eterna Therapeutics
ERNA
$5.02M
$253K ﹤0.01%
8
+4
+100% +$86.9K
HZO icon
3098
MarineMax
HZO
$1.15B
$253K ﹤0.01%
+11,300
New +$186K
MIRM icon
3099
Mirum Pharmaceuticals
MIRM
$6.02B
$253K ﹤0.01%
+13,000
New +$217K
SPTL icon
3100
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.8B
$253K ﹤0.01%
5,400
-2,900
-35% -$137K
122 123
124
125 126

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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.