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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
VRNA
3276
DELISTED
Verona Pharma
VRNA
$100K ﹤0.01%
+21,410
New +$99.1K
VTNR
3277
DELISTED
Vertex Energy, Inc
VTNR
$100K ﹤0.01%
139,855
+62,778
+81% +$40K
EPSN icon
3278
Epsilon Energy
EPSN
$161M
$99K ﹤0.01%
+33,600
New +$97.5K
FTK icon
3279
Flotek Industries
FTK
$1.25B
$99K ﹤0.01%
13,777
+7,065
+105% +$40.5K
ENFY
3280
DELISTED
Enlightify Inc
ENFY
$99K ﹤0.01%
34,103
-6,373
-16% -$17.1K
BRQS
3281
DELISTED
Borqs Technologies, Inc. Ordinary Shares
BRQS
$98K ﹤0.01%
+389
New +$130K
SHSP
3282
DELISTED
SharpSpring, Inc.
SHSP
$98K ﹤0.01%
+11,200
New +$87.8K
TIO
3283
DELISTED
Tingo Group, Inc. Common Stock
TIO
$98K ﹤0.01%
66,395
+4,705
+8% +$5.25K
AIHS icon
3284
Senmiao Technology Ltd
AIHS
$24.3M
$96K ﹤0.01%
1,300
+810
+165% +$37.6K
MTVA
3285
MetaVia Inc
MTVA
$7.54M
$96K ﹤0.01%
+5
New +$181K
QES
3286
DELISTED
Quintana Energy Services Inc.
QES
$96K ﹤0.01%
96,910
+23,600
+32% +$22.4K
WHLR
3287
Wheeler Real Estate Investment Trust
WHLR
$383K
– –
0
– –
AYTU icon
3288
AYTU BioPharma
AYTU
$24.7M
$94K ﹤0.01%
330
-1,198
-78% -$363K
UUUU icon
3289
Energy Fuels
UUUU
$3.64B
$93K ﹤0.01%
61,500
-122,700
-67% -$195K
WAFU icon
3290
Wah Fu Education Group
WAFU
$6.31M
$93K ﹤0.01%
+21,131
New +$54.6K
NWHM
3291
DELISTED
THE NEW HOME COMPANY INC.
NWHM
$93K ﹤0.01%
27,798
-86,244
-76% -$227K
STG
3292
Sunlands Technology
STG
$44.1M
$92K ﹤0.01%
5,510
+3,528
+178% +$69.1K
AAME icon
3293
Atlantic American Corp
AAME
$29M
$91K ﹤0.01%
54,900
+900
+2% +$1.69K
ESEA icon
3294
Euroseas
ESEA
$519M
$89K ﹤0.01%
43,638
-1,475
-3% -$2.92K
OPTT icon
3295
Ocean Power Technologies
OPTT
$55.4M
$86K ﹤0.01%
122,579
-60,278
-33% -$29.6K
MPU icon
3296
Mega Matrix
MPU
$13.7M
$85K ﹤0.01%
172,500
+27,000
+19% +$10.5K
SCKT icon
3297
Socket Mobile
SCKT
$11.2M
$85K ﹤0.01%
55,052
+800
+1% +$987
PTN
3298
Palatin Technologies
PTN
$17.8M
$84K ﹤0.01%
+131
New +$81.4K
JOB icon
3299
GEE Group
JOB
$24.9M
$83K ﹤0.01%
151,836
+138,366
+1,027% +$51.3K
FEDU
3300
Four Seasons Education Depositary Shares Rep 10 Ordinary Shares
FEDU
$19.2M
$82K ﹤0.01%
3,533
+290
+9% +$7.15K
130 131
132
133 134

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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.