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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
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
HZN
3151
DELISTED
Horizon Global Corporation
HZN
$155K ﹤0.01%
82,902
+5,500
+7% +$16.7K
NSEC
3152
DELISTED
National Security Group Inc
NSEC
$153K ﹤0.01%
10,300
+300
+3% +$4.3K
MNTX
3153
DELISTED
Manitex International, Inc.
MNTX
$153K ﹤0.01%
37,140
-15,559
-30% -$81.7K
CNSY
3154
Cerenome, Inc. Common Stock
CNSY
$25.3M
$152K ﹤0.01%
216
-12
-5% -$9.22K
MDLY
3155
DELISTED
Medley Management Inc
MDLY
$152K ﹤0.01%
22,340
+1,040
+5% +$24.7K
CHCI icon
3156
Comstock Holding Companies
CHCI
$171M
$151K ﹤0.01%
96,484
+800
+0.8% +$1.57K
CTEK
3157
DELISTED
CynergisTek, Inc.
CTEK
$151K ﹤0.01%
107,345
-1,400
-1% -$4.21K
SIF icon
3158
SIFCO Industries
SIF
$122M
$150K ﹤0.01%
66,634
+4,034
+6% +$16K
ETON icon
3159
Eton Pharmaceutcials
ETON
$1.12B
$149K ﹤0.01%
+36,283
New +$212K
CYCN icon
3160
Cyclerion Therapeutics
CYCN
$18.6M
$148K ﹤0.01%
+2,790
New +$199K
LIVE icon
3161
Live Ventures
LIVE
$30.8M
$148K ﹤0.01%
28,063
+2,100
+8% +$13.1K
LPL icon
3162
LG Display
LPL
$3.38B
$148K ﹤0.01%
+33,286
New +$199K
RMTI icon
3163
Rockwell Medical
RMTI
$31.1M
$148K ﹤0.01%
656
+281
+75% +$80.1K
MICR
3164
DELISTED
Micron Solutions, Inc.
MICR
$148K ﹤0.01%
72,250
-47,950
-40% -$122K
CMCT
3165
Creative Media & Community Trust
CMCT
$14.8M
$145K ﹤0.01%
1
-2
-67% -$659K
IMNN icon
3166
Imunon
IMNN
$6.68M
$142K ﹤0.01%
802
+395
+97% +$99K
ORGS
3167
DELISTED
Orgenesis Inc. Common Stock
ORGS
$142K ﹤0.01%
3,730
+2,310
+163% +$101K
CRDF icon
3168
Cardiff Oncology
CRDF
$76.5M
$141K ﹤0.01%
139,709
-177,594
-56% -$251K
PDS
3169
Precision Drilling
PDS
$1.07B
$140K ﹤0.01%
22,367
+4,264
+24% +$90.5K
GLMD icon
3170
Galmed Pharmaceuticals
GLMD
$4.39M
$139K ﹤0.01%
223
-138
-38% -$131K
SNES icon
3171
SenesTech
SNES
$6.94M
$139K ﹤0.01%
28
+27
+2,700% +$365K
NNA
3172
DELISTED
Navios Maritime Acquisition Corporation
NNA
$138K ﹤0.01%
28,702
-183,921
-87% -$994K
NTGN
3173
DELISTED
Neon Therapeutics, Inc. Common Stock
NTGN
$138K ﹤0.01%
52,105
-91,936
-64% -$151K
BLNK icon
3174
Blink Charging
BLNK
$87.1M
$136K ﹤0.01%
78,416
+60,916
+348% +$130K
PAVS icon
3175
Paranovus Entertainment Technology
PAVS
$5.76M
– –
0
– –
125 126
127
128 129

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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.