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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
TNA icon
3126
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.5B
$175K ﹤0.01%
+10,600
New +$576K
AR icon
3127
Antero Resources
AR
$11.3B
$172K ﹤0.01%
241,100
-3,947,600
-94% -$6.6M
APEN
3128
DELISTED
Apollo Endosurgery, Inc.
APEN
$172K ﹤0.01%
89,400
+3,500
+4% +$9.19K
DARE icon
3129
Dare Bioscience
DARE
$20.5M
$171K ﹤0.01%
16,751
-1,404
-8% -$18.9K
STKS icon
3130
The ONE Group
STKS
$56.8M
$169K ﹤0.01%
+130,710
New +$435K
SDI
3131
DELISTED
Standard Diversified Inc. Class A Common Stock
SDI
$168K ﹤0.01%
15,400
-7,800
-34% -$93.9K
PLXP
3132
DELISTED
PLx Pharma Inc. Common Stock
PLXP
$167K ﹤0.01%
74,400
+4,289
+6% +$19.6K
OSN
3133
DELISTED
Ossen Innovation Co., Ltd.
OSN
$167K ﹤0.01%
76,906
-24,301
-24% -$64.3K
XYF
3134
X Financial
XYF
$214M
$166K ﹤0.01%
52,761
-19,456
-27% -$78.3K
GREK
3135
Global X MSCI Greece ETF
GREK
$331M
$165K ﹤0.01%
+9,667
New +$239K
SMHI icon
3136
SEACOR Marine Holdings
SMHI
$262M
$165K ﹤0.01%
37,661
-11,711
-24% -$103K
EQ icon
3137
Equillium
EQ
$127M
$164K ﹤0.01%
60,447
+35,407
+141% +$152K
SCNI
3138
Scinai Immunotherapeutics
SCNI
$1.24M
$163K ﹤0.01%
212
+69
+48% +$61.1K
REVG
3139
DELISTED
REV Group
REVG
$162K ﹤0.01%
38,791
-41,209
-52% -$362K
SKYS
3140
DELISTED
Sky Solar Holdings, Ltd.
SKYS
$162K ﹤0.01%
110,346
+5,217
+5% +$8.38K
LFCR icon
3141
Lifecore Biomedical
LFCR
$179M
$159K ﹤0.01%
+18,300
New +$190K
ABEO icon
3142
Abeona Therapeutics
ABEO
$361M
$158K ﹤0.01%
+3,009
New +$201K
RNTX
3143
Rein Therapeutics
RNTX
$67.4M
$158K ﹤0.01%
23,859
-695
-3% -$8.37K
MITO
3144
DELISTED
Stealth BioTherapeutics Corp. ADS
MITO
$158K ﹤0.01%
+127,800
New +$284K
TRQ
3145
DELISTED
Turquoise Hill Resources Ltd
TRQ
$158K ﹤0.01%
41,293
-26,901
-39% -$153K
ESBK
3146
DELISTED
Elmira Savings Bank Elmira NY
ESBK
$157K ﹤0.01%
13,642
-11,143
-45% -$171K
NWHM
3147
DELISTED
THE NEW HOME COMPANY INC.
NWHM
$156K ﹤0.01%
114,042
+59,542
+109% +$259K
AMZA icon
3148
InfraCap MLP ETF
AMZA
$477M
$155K ﹤0.01%
+14,360
New +$469K
DCOY
3149
Decoy Therapeutics
DCOY
$1.88M
$155K ﹤0.01%
6
+4
+200% +$243K
SDPI
3150
DELISTED
Superior Drilling Products Inc.
SDPI
$155K ﹤0.01%
446,624
-51,100
-10% -$32K
124 125
126
127 128

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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.