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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
CZWI icon
3151
Citizens Community Bancorp
CZWI
$204M
$205K ﹤0.01%
29,900
+15,426
+107% +$108K
IGIB icon
3152
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$205K ﹤0.01%
+3,400
New +$198K
MNK
3153
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
$205K ﹤0.01%
+76,600
New +$230K
BZQ icon
3154
ProShares UltraShort MSCI Brazil Capped
BZQ
$2.72M
$204K ﹤0.01%
+731
New +$301K
CNTG
3155
DELISTED
Centogene N.V. Common Shares
CNTG
$204K ﹤0.01%
+8,900
New +$167K
CBUS icon
3156
Cibus
CBUS
$145M
$202K ﹤0.01%
818
-244
-23% -$54.6K
XTNT icon
3157
Xtant Medical Holdings
XTNT
$43.8M
$202K ﹤0.01%
224,688
+135,927
+153% +$125K
CKPT
3158
DELISTED
Checkpoint Therapeutics
CKPT
$201K ﹤0.01%
10,150
+5,560
+121% +$101K
DSI icon
3159
iShares MSCI KLD 400 Social ETF
DSI
$5.58B
$201K ﹤0.01%
+3,400
New +$189K
LFT
3160
Lument Finance Trust
LFT
$36.4M
$201K ﹤0.01%
75,709
-29,000
-28% -$63.2K
NSYS icon
3161
Nortech Systems
NSYS
$35.6M
$201K ﹤0.01%
46,959
-6,580
-12% -$24.6K
RGLS
3162
DELISTED
Regulus Therapeutics
RGLS
$201K ﹤0.01%
29,526
-22,122
-43% -$145K
FAMI icon
3163
Farmmi Inc
FAMI
$4.96M
$200K ﹤0.01%
119
+56
+89% +$75.1K
DAN icon
3164
Dana Inc
DAN
$3.26B
$199K ﹤0.01%
+16,292
New +$177K
ACHV icon
3165
Achieve Life Sciences
ACHV
$744M
$198K ﹤0.01%
24,962
-10,693
-30% -$85.2K
MNTX
3166
DELISTED
Manitex International, Inc.
MNTX
$198K ﹤0.01%
39,840
+2,700
+7% +$11.5K
AIRI icon
3167
Air Industries Group
AIRI
$12.2M
$197K ﹤0.01%
16,560
-10,670
-39% -$120K
GES
3168
DELISTED
Guess Inc
GES
$196K ﹤0.01%
20,309
-997,491
-98% -$8.77M
VGZ icon
3169
Vista Gold
VGZ
$328M
$196K ﹤0.01%
233,800
+143,874
+160% +$113K
APEX
3170
DELISTED
Apex Global Brands Inc. Common Stock
APEX
$196K ﹤0.01%
17,466
+3,760
+27% +$21.2K
BRN icon
3171
Barnwell Industries
BRN
$13.9M
$195K ﹤0.01%
217,344
+55,200
+34% +$36.6K
ONCT
3172
DELISTED
Oncternal Therapeutics, Inc. Common Stock
ONCT
$193K ﹤0.01%
3,402
+2,036
+149% +$115K
DMTK
3173
DELISTED
DermTech, Inc. Common Stock
DMTK
$191K ﹤0.01%
+14,400
New +$188K
ITP icon
3174
IT Tech Packaging
ITP
$2.88M
$190K ﹤0.01%
31,406
+20,036
+176% +$115K
OVLY icon
3175
Oak Valley Bancorp
OVLY
$288M
$189K ﹤0.01%
14,873
+1,700
+13% +$22.7K
125 126
127
128 129

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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.