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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
STG
3351
Sunlands Technology
STG
$44.5M
$34K ﹤0.01%
+1,982
New +$59.5K
ATTO
3352
DELISTED
Atento S.A.
ATTO
$33K ﹤0.01%
+6,015
New +$73.4K
OBE
3353
Obsidian Energy
OBE
$691M
$32K ﹤0.01%
195,356
+156,985
+409% +$89.6K
NEWA
3354
DELISTED
Newater Technology, Inc. Ordinary Shares
NEWA
$31K ﹤0.01%
14,300
+200
+1% +$634
ENT
3355
DELISTED
Global Eagle Entertainment Inc.
ENT
$30K ﹤0.01%
7,610
+1,759
+30% +$15.2K
TRNX
3356
DELISTED
Taronis Technologies, Inc. Common Stock
TRNX
$30K ﹤0.01%
+186,100
New +$118K
CCO icon
3357
Clear Channel Outdoor Holdings
CCO
$1.2B
$29K ﹤0.01%
44,882
-988,141
-96% -$2.1M
MPU icon
3358
Mega Matrix
MPU
$13.6M
$29K ﹤0.01%
145,500
-3,000
-2% -$2.23K
HIND
3359
Vyome Holdings
HIND
$14.9M
– –
0
– –
THM
3360
International Tower Hill Mines
THM
$678M
$28K ﹤0.01%
74,678
-51,242
-41% -$25.2K
BDRX
3361
Biodexa Pharmaceuticals
BDRX
$1.55M
– –
0
– –
MYSZ icon
3362
My Size
MYSZ
$2.08M
$27K ﹤0.01%
+10
New +$37.5K
HOME
3363
DELISTED
At Home Group Inc.
HOME
$27K ﹤0.01%
+13,558
New +$66.6K
KOSS icon
3364
Koss Corp
KOSS
$34.6M
$26K ﹤0.01%
29,496
+2,800
+10% +$3.65K
SHIP icon
3365
Seanergy Maritime Holdings
SHIP
$361M
$25K ﹤0.01%
1,009
-374
-27% -$20K
SONM icon
3366
DNA X Inc
SONM
$5.21M
$25K ﹤0.01%
+20
New +$95.8K
BIOL
3367
DELISTED
Biolase, Inc.
BIOL
$24K ﹤0.01%
25
+16
+178% +$24.9K
UUU icon
3368
Universal Safety Products Inc
UUU
$10.6M
$23K ﹤0.01%
61,023
-2,600
-4% -$1.62K
WSG
3369
DELISTED
Wanda Sports Group Company Limited American Depositary Shares
WSG
$23K ﹤0.01%
+10,100
New +$30.6K
CTRC
3370
DELISTED
Centric Brands Inc. Common Stock
CTRC
$22K ﹤0.01%
19,906
-9,729
-33% -$18.8K
AIHS icon
3371
Senmiao Technology Ltd
AIHS
$22.3M
$21K ﹤0.01%
490
-288
-37% -$15.9K
PTE
3372
DELISTED
PolarityTE, Inc. Common Stock
PTE
$21K ﹤0.01%
786
-2,107
-73% -$114K
NES
3373
DELISTED
Nuverra Environmental Solutions, Inc. Common Stock
NES
$21K ﹤0.01%
14,900
+300
+2% +$747
XELB icon
3374
Xcel Brands
XELB
$6.66M
$20K ﹤0.01%
3,305
-1,155
-26% -$14.4K
MIST icon
3375
Milestone Pharmaceuticals
MIST
$134M
$19K ﹤0.01%
+10,242
New +$177K
133 134
135
136 137

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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.