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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
XTNT icon
3301
Xtant Medical Holdings
XTNT
$43.2M
$59K ﹤0.01%
88,761
+4,700
+6% +$5.67K
MOTS
3302
DELISTED
Motus GI Holdings, Inc. Common Stock
MOTS
$59K ﹤0.01%
+290
New +$147K
ONCY
3303
Oncolytics Biotech
ONCY
$97.5M
$58K ﹤0.01%
+41,999
New +$105K
APEX
3304
DELISTED
Apex Global Brands Inc. Common Stock
APEX
$58K ﹤0.01%
13,706
+790
+6% +$4.95K
PRPO icon
3305
Precipio
PRPO
$40.6M
$57K ﹤0.01%
+4,085
New +$128K
EMAN
3306
DELISTED
eMagin Corporation
EMAN
$57K ﹤0.01%
268,211
+25,140
+10% +$10K
VTLE
3307
DELISTED
Vital Energy
VTLE
$56K ﹤0.01%
7,365
-322,243
-98% -$9.34M
AVGR
3308
DELISTED
Avinger, Inc. Common Stock
AVGR
$56K ﹤0.01%
453
-208
-31% -$44K
CTXR icon
3309
Citius Pharmaceuticals
CTXR
$19.9M
$55K ﹤0.01%
+3,692
New +$78K
INDP icon
3310
Indaptus Therapeutics
INDP
$140M
$55K ﹤0.01%
+124
New +$93.7K
BBCP icon
3311
Concrete Pumping Holdings
BBCP
$478M
$54K ﹤0.01%
19,000
+7,100
+60% +$34.3K
VIST icon
3312
Vista Energy
VIST
$7.35B
$54K ﹤0.01%
+26,900
New +$162K
BBDO icon
3313
Banco Bradesco
BBDO
$33.4B
$53K ﹤0.01%
+17,946
New +$93.5K
CAN
3314
Canaan Creative
CAN
$150M
$53K ﹤0.01%
+17,400
New +$85.4K
POLA icon
3315
Polar Power
POLA
$7.09M
$53K ﹤0.01%
6,165
+1,958
+47% +$32.6K
SOS
3316
SOS Limited
SOS
$18.9M
$53K ﹤0.01%
47
+21
+81% +$28K
RRTS
3317
DELISTED
RoadRunner Transportation Systems, Inc.
RRTS
$53K ﹤0.01%
20,688
-26,900
-57% -$197K
ARTW icon
3318
Arts-Way Manufacturing Co
ARTW
$15.2M
$52K ﹤0.01%
24,500
+5,200
+27% +$10.3K
VTSI icon
3319
VirTra
VTSI
$37.3M
$52K ﹤0.01%
+23,289
New +$83.9K
ANIX icon
3320
Anixa Biosciences
ANIX
$111M
$51K ﹤0.01%
+32,216
New +$94.4K
AXU
3321
DELISTED
Alexco Resource Corp
AXU
$50K ﹤0.01%
+41,183
New +$69.6K
METC icon
3322
Ramaco Resources Class A
METC
$669M
$49K ﹤0.01%
21,053
+8,269
+65% +$24.1K
MOGU
3323
MOGU Inc
MOGU
$15.4M
$49K ﹤0.01%
3,592
+2,249
+167% +$50.4K
GRCE
3324
Grace Therapeutics
GRCE
$43.3M
$49K ﹤0.01%
2,693
-7,113
-73% -$252K
OTEL
3325
DELISTED
Otelco, Inc. Class A
OTEL
$48K ﹤0.01%
+10,218
New +$79.3K
131 132
133
134 135

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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.