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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
LVO icon
3326
LiveOne
LVO
$57.3M
$47K ﹤0.01%
2,990
+880
+42% +$12.7K
CD
3327
Chaince Digital Holdings
CD
$375M
$47K ﹤0.01%
36,716
-6,120
-14% -$11.3K
XYLO
3328
DELISTED
Xylo Technologies
XYLO
$47K ﹤0.01%
1,190
+162
+16% +$9.92K
VTNR
3329
DELISTED
Vertex Energy, Inc
VTNR
$46K ﹤0.01%
77,077
-6,829
-8% -$8.49K
VIVE
3330
DELISTED
VIVEVE MED INC
VIVE
$46K ﹤0.01%
+6,722
New +$66.9K
PACD
3331
DELISTED
Pacific Drilling S.A. Common Shares
PACD
$46K ﹤0.01%
107,800
-197,100
-65% -$371K
TIO
3332
DELISTED
Tingo Group, Inc. Common Stock
TIO
$46K ﹤0.01%
61,690
-10,800
-15% -$10.6K
SDEV
3333
Stablecoin Development Corp
SDEV
$51.1M
$45K ﹤0.01%
12
-23
-66% -$84.8K
GRIN
3334
DELISTED
Grindrod Shipping Holdings Ltd. Ordinary Shares
GRIN
$44K ﹤0.01%
15,320
-1,580
-9% -$7.77K
BDR
3335
DELISTED
Blonder Tongue Laboratories Inc
BDR
$44K ﹤0.01%
69,757
+300
+0.4% +$230
AWX icon
3336
Avalon Holdings
AWX
$10.6M
$43K ﹤0.01%
33,100
+8,900
+37% +$15.5K
BNED icon
3337
Barnes & Noble Education
BNED
$424M
$43K ﹤0.01%
+316
New +$101K
CPAH
3338
DELISTED
Counterpath Corp
CPAH
$43K ﹤0.01%
+21,400
New +$48.2K
IBIO icon
3339
iBio
IBIO
$70.5M
$42K ﹤0.01%
+80
New +$30.8K
VGZ icon
3340
Vista Gold
VGZ
$326M
$42K ﹤0.01%
89,926
-100,374
-53% -$64.3K
USIO icon
3341
Usio Inc
USIO
$72.6M
$40K ﹤0.01%
35,018
+4,319
+14% +$6.82K
AMBO
3342
Ambow Education Holding
AMBO
$5.72M
$39K ﹤0.01%
2,064
-10
-0.5% -$211
GALT icon
3343
Galectin Therapeutics
GALT
$336M
$39K ﹤0.01%
20,100
-19,000
-49% -$46.2K
ZVRA icon
3344
Zevra Therapeutics
ZVRA
$671M
$38K ﹤0.01%
+10,662
New +$59K
AIRTW
3345
DELISTED
Air T Inc Warrants
AIRTW
$38K ﹤0.01%
539,436
-15,500
-3% -$1.13K
CBAT icon
3346
CBAK Energy Technology Ltd
CBAT
$64.2M
$37K ﹤0.01%
91,249
-11,517
-11% -$7.33K
USWS
3347
DELISTED
U.S. Well Services, Inc. Class A Common Stock
USWS
$37K ﹤0.01%
5,934
+1,676
+39% +$40.7K
BXRX
3348
DELISTED
Baudax Bio, Inc. Common Stock
BXRX
$37K ﹤0.01%
11
-197
-95% -$1.86M
FTK icon
3349
Flotek Industries
FTK
$1.31B
$36K ﹤0.01%
+6,712
New +$60.8K
IMH
3350
DELISTED
Impac Mortgage Holdings Inc.
IMH
$36K ﹤0.01%
14,800
+1,957
+15% +$10.2K
132 133
134
135 136

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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.