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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
IMXI icon
3201
International Money Express
IMXI
$353M
$160K ﹤0.01%
12,815
-800
-6% -$8.14K
WRN
3202
Western Copper and Gold
WRN
$541M
$160K ﹤0.01%
184,441
-14,459
-7% -$10.2K
GRTX
3203
DELISTED
Galera Therapeutics, Inc. Common Stock
GRTX
$158K ﹤0.01%
+22,063
New +$234K
CTEK
3204
DELISTED
CynergisTek, Inc.
CTEK
$157K ﹤0.01%
107,213
-132
-0.1% -$222
NFH
3205
DELISTED
New Frontier Health Corporation Ordinary Shares
NFH
$155K ﹤0.01%
+18,700
New +$152K
JG
3206
Aurora Mobile
JG
$31.3M
$154K ﹤0.01%
4,851
+2,370
+96% +$93.3K
MREO
3207
Mereo BioPharma
MREO
$49.1M
$154K ﹤0.01%
+50,400
New +$88.9K
DZSI
3208
DELISTED
DZS Inc. Common Stock
DZSI
$154K ﹤0.01%
17,210
-94,980
-85% -$633K
AVGR
3209
DELISTED
Avinger, Inc. Common Stock
AVGR
$153K ﹤0.01%
1,653
+1,200
+265% +$136K
APEN
3210
DELISTED
Apollo Endosurgery, Inc.
APEN
$153K ﹤0.01%
93,300
+3,900
+4% +$7.75K
PROS
3211
DELISTED
ProSight Global, Inc.
PROS
$152K ﹤0.01%
17,105
+7,100
+71% +$64.5K
BYU
3212
DELISTED
BAIYU Holdings, Inc. Common Stock
BYU
$151K ﹤0.01%
+320
New +$138K
NEPH icon
3213
Nephros
NEPH
$50.9M
$150K ﹤0.01%
+17,900
New +$142K
CEPU
3214
Central Puerto
CEPU
$1.99B
$149K ﹤0.01%
58,500
+17,800
+44% +$45.7K
SND icon
3215
Smart Sand
SND
$213M
$147K ﹤0.01%
+140,000
New +$133K
NVIV
3216
DELISTED
InVivo Therapeutics Holdings Corp
NVIV
$147K ﹤0.01%
3,729
+1,874
+101% +$73K
PETZ icon
3217
TDH Holdings
PETZ
$15.5M
$146K ﹤0.01%
4,465
+615
+16% +$13.9K
LE icon
3218
Lands' End
LE
$390M
$145K ﹤0.01%
18,083
-154,400
-90% -$1.11M
IMDX
3219
Insight Molecular Diagnostics
IMDX
$121M
$143K ﹤0.01%
+3,735
New +$193K
MTL.PR
3220
DELISTED
Mechel PAO American Depositary Shares (each representing one-half of a Preferred Share)
MTL.PR
$143K ﹤0.01%
273,438
-61,364
-18% -$29.9K
MNDO icon
3221
Mind CTI
MNDO
$20.6M
$140K ﹤0.01%
66,571
+6,071
+10% +$11.2K
NEON icon
3222
Neonode
NEON
$14.8M
$140K ﹤0.01%
+16,335
New +$75.4K
FORK
3223
DELISTED
Fuling Global Inc
FORK
$140K ﹤0.01%
67,795
+12,400
+22% +$21K
NSEC
3224
DELISTED
National Security Group Inc
NSEC
$138K ﹤0.01%
10,300
– –
IRCP
3225
DELISTED
IRSA Propiedades Comerciales S.A.
IRCP
$138K ﹤0.01%
+93,214
New +$135K
127 128
129
130 131

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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.