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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
LBRT icon
3251
Liberty Energy
LBRT
$3.46B
$86K ﹤0.01%
31,800
-491,700
-94% -$3.43M
OSS icon
3252
One Stop Systems
OSS
$334M
$85K ﹤0.01%
58,910
+43,490
+282% +$92.1K
SUMR
3253
DELISTED
Summer Infant, Inc.
SUMR
$85K ﹤0.01%
40,523
-1,023
-2% -$3.53K
FAMI icon
3254
Farmmi Inc
FAMI
$4.59M
$84K ﹤0.01%
63
+53
+530% +$89.3K
ESEA icon
3255
Euroseas
ESEA
$518M
$83K ﹤0.01%
45,113
-1,475
-3% -$3.63K
IHRT icon
3256
iHeartMedia
IHRT
$474M
$83K ﹤0.01%
+11,300
New +$166K
XPL icon
3257
Solitario Resources
XPL
$74.1M
$83K ﹤0.01%
417,030
+63,661
+18% +$16.9K
VJET
3258
DELISTED
VOXELJET AG American Depositary Shares (each representing one Ordinary Share)
VJET
$83K ﹤0.01%
+18,993
New +$149K
CTRM icon
3259
Castor Maritime
CTRM
$21.2M
$82K ﹤0.01%
1,199
+365
+44% +$44K
SIEB icon
3260
Siebert Financial
SIEB
$77.7M
$82K ﹤0.01%
+11,400
New +$91.5K
ICD
3261
DELISTED
Independence Contract Drilling, Inc.
ICD
$82K ﹤0.01%
58,295
+27,510
+89% +$287K
THER
3262
DELISTED
THERATECHNOLOGIES INC COM
THER
$82K ﹤0.01%
51,000
-53,267
-51% -$85.6K
ONCT
3263
DELISTED
Oncternal Therapeutics, Inc. Common Stock
ONCT
$80K ﹤0.01%
1,366
+317
+30% +$23.7K
WRN
3264
Western Copper and Gold
WRN
$538M
$79K ﹤0.01%
198,900
-39,720
-17% -$23.8K
FNCB
3265
DELISTED
FNCB Bancorp Inc. Common Stock
FNCB
$79K ﹤0.01%
11,500
-20,900
-65% -$152K
TMDI
3266
DELISTED
Titan Medical Inc. Ordinary Shares
TMDI
$79K ﹤0.01%
293,300
+204,800
+231% +$81.6K
SUPV
3267
Grupo Supervielle
SUPV
$732M
$78K ﹤0.01%
50,317
-92,183
-65% -$248K
VOC icon
3268
VOC Energy
VOC
$55.1M
$78K ﹤0.01%
49,312
+23,791
+93% +$88.7K
NVIV
3269
DELISTED
InVivo Therapeutics Holdings Corp
NVIV
$78K ﹤0.01%
1,855
+873
+89% +$124K
NHLD
3270
DELISTED
National Holdings Corporation
NHLD
$78K ﹤0.01%
50,308
+4,105
+9% +$9.76K
ASLN
3271
DELISTED
ASLAN Pharmaceuticals Limited American Depositary Shares
ASLN
$77K ﹤0.01%
1,879
+1,444
+332% +$110K
MTUS icon
3272
Metallus
MTUS
$899M
$76K ﹤0.01%
+23,400
New +$131K
EVFM
3273
DELISTED
Evofem Biosciences, Inc. Common Stock
EVFM
$76K ﹤0.01%
947
-2,210
-70% -$177K
FRAN
3274
DELISTED
Francesca's Holdings Corporation
FRAN
$76K ﹤0.01%
33,438
-79,700
-70% -$520K
FEDU
3275
Four Seasons Education Depositary Shares Rep 10 Ordinary Shares
FEDU
$18.8M
$74K ﹤0.01%
3,243
+125
+4% +$3.71K
129 130
131
132 133

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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.