We are live on ! Find out more
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
CLPT icon
3226
ClearPoint Neuro
CLPT
$470M
$101K ﹤0.01%
+28,300
New +$139K
BRN icon
3227
Barnwell Industries
BRN
$13.9M
$100K ﹤0.01%
162,144
+6,300
+4% +$5.28K
UONE icon
3228
Urban One Class A
UONE
$23.5M
$100K ﹤0.01%
9,370
-80
-0.8% -$1.48K
FLXN
3229
DELISTED
Flexion Therapeutics, Inc.
FLXN
$100K ﹤0.01%
12,700
-13,900
-52% -$209K
ASYS icon
3230
Amtech Systems
ASYS
$280M
$99K ﹤0.01%
+22,766
New +$128K
KZIA
3231
Kazia Therapeutics
KZIA
$151M
$99K ﹤0.01%
685
-32
-4% -$6.34K
LFWD icon
3232
ReWalk Robotics
LFWD
$22.2M
$99K ﹤0.01%
+2,738
New +$285K
HSDT icon
3233
Solana Company
HSDT
$105M
– –
0
– –
VMD icon
3234
Viemed Healthcare
VMD
$349M
$98K ﹤0.01%
20,500
-166,900
-89% -$828K
PROS
3235
DELISTED
ProSight Global, Inc.
PROS
$98K ﹤0.01%
+10,005
New +$138K
SPN
3236
DELISTED
Superior Energy Services, Inc.
SPN
$97K ﹤0.01%
+66,242
New +$261K
PRSO icon
3237
Peraso
PRSO
$10.3M
$96K ﹤0.01%
2,612
+180
+7% +$13.3K
CABA icon
3238
Cabaletta Bio
CABA
$442M
$95K ﹤0.01%
+13,000
New +$178K
ERNA icon
3239
Eterna Therapeutics
ERNA
$5.02M
$94K ﹤0.01%
4
– –
TWAV
3240
TaoWeave Inc
TWAV
$5.16M
$94K ﹤0.01%
130
+76
+141% +$67.4K
LOV
3241
DELISTED
Spark Networks SE American Depositary Shares
LOV
$94K ﹤0.01%
36,400
-190,964
-84% -$888K
CZWI icon
3242
Citizens Community Bancorp
CZWI
$204M
$93K ﹤0.01%
14,474
-25,526
-64% -$273K
ETTX
3243
DELISTED
Entasis Therapeutics Holdings Inc.
ETTX
$93K ﹤0.01%
35,103
+9,803
+39% +$44.2K
FORK
3244
DELISTED
Fuling Global Inc
FORK
$93K ﹤0.01%
55,395
+1,600
+3% +$3.44K
LONE
3245
DELISTED
Lonestar Resources US Inc. Class A Common Stock
LONE
$93K ﹤0.01%
223,827
-77,689
-26% -$113K
CEPU
3246
Central Puerto
CEPU
$1.99B
$92K ﹤0.01%
+40,700
New +$138K
GLUU
3247
DELISTED
Glu Mobile Inc.
GLUU
$91K ﹤0.01%
14,500
-456,400
-97% -$2.94M
JP
3248
DELISTED
Jupai Holdings Limited American depositary shares, each representing six ordinary shares
JP
$90K ﹤0.01%
86,100
+19,500
+29% +$26K
QCLS
3249
Q/C Technologies Inc
QCLS
$22.5M
$89K ﹤0.01%
+7
New +$122K
ASM
3250
Avino Silver & Gold Mines
ASM
$1.21B
$87K ﹤0.01%
257,238
-176,900
-41% -$83.2K
128 129
130
131 132

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.