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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
BXG
3226
DELISTED
Bluegreen Vacations Corporation Common Stock
BXG
$138K ﹤0.01%
+25,500
New +$122K
SUPV
3227
Grupo Supervielle
SUPV
$738M
$137K ﹤0.01%
62,376
+12,059
+24% +$24.4K
XTKG
3228
DELISTED
X3 Holdings Co., Ltd. Class A Ordinary Shares
XTKG
– –
0
– –
AMOV
3229
DELISTED
America Movil SAB de CV
AMOV
$133K ﹤0.01%
+10,703
New +$129K
USAU icon
3230
US Gold Corp
USAU
$249M
$131K ﹤0.01%
+19,500
New +$114K
MDLY
3231
DELISTED
Medley Management Inc
MDLY
$131K ﹤0.01%
17,030
-5,310
-24% -$29.6K
CVU icon
3232
CPI Aerostructures
CVU
$75M
$130K ﹤0.01%
39,500
-228,240
-85% -$672K
TIGR
3233
UP Fintech Holding
TIGR
$833M
$130K ﹤0.01%
31,200
+4,801
+18% +$15.7K
GRDX
3234
GridAI Technologies Corp
GRDX
$26.8M
$130K ﹤0.01%
+1
New +$98.1K
YHGJ icon
3235
Yunhong Green CTI Ltd
YHGJ
$8.87M
$128K ﹤0.01%
4,930
+3,230
+190% +$50.7K
LONE
3236
DELISTED
Lonestar Resources US Inc. Class A Common Stock
LONE
$128K ﹤0.01%
271,671
+47,844
+21% +$29.9K
BGC icon
3237
BGC Group
BGC
$5.2B
$127K ﹤0.01%
46,400
-498,548
-91% -$1.38M
CLGN icon
3238
CollPlant Biotechnologies
CLGN
$6.02M
$127K ﹤0.01%
+12,697
New +$131K
DTEA
3239
DELISTED
DAVIDsTEA Inc. Common Stock
DTEA
$124K ﹤0.01%
129,549
-1,931
-1% -$1.62K
SMTS
3240
DELISTED
Sierra Metals Inc. Common Stock
SMTS
$124K ﹤0.01%
+97,000
New +$82.7K
POLA icon
3241
Polar Power
POLA
$6.93M
$122K ﹤0.01%
3,504
-2,661
-43% -$26.4K
MOTS
3242
DELISTED
Motus GI Holdings, Inc. Common Stock
MOTS
$122K ﹤0.01%
307
+17
+6% +$5.57K
UNAM
3243
DELISTED
Unico American Corp
UNAM
$122K ﹤0.01%
22,029
+229
+1% +$1.1K
VOC icon
3244
VOC Energy
VOC
$55.8M
$121K ﹤0.01%
50,060
+748
+2% +$1.51K
AMRB
3245
DELISTED
American River Bankshares
AMRB
$121K ﹤0.01%
11,400
-500
-4% -$4.96K
RTW
3246
DELISTED
RTW Retailwinds, Inc.
RTW
$121K ﹤0.01%
602,628
-1,547,729
-72% -$456K
PBFS icon
3247
Pioneer Bancorp
PBFS
$418M
$119K ﹤0.01%
13,000
+2,600
+25% +$24.2K
SPI
3248
DELISTED
SPI Energy Co., Ltd. Ordinary Shares
SPI
$119K ﹤0.01%
+113,800
New +$99.8K
VIVO
3249
VivoPower PLC
VIVO
$141M
$118K ﹤0.01%
8,959
+7,539
+531% +$75.1K
CCRC
3250
DELISTED
China Customer Relations Centers, Inc
CCRC
$118K ﹤0.01%
25,606
+1,300
+5% +$6.39K
128 129
130
131 132

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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.