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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
ROSE
3376
DELISTED
Rosehill Resources Inc. Class A
ROSE
$19K ﹤0.01%
46,351
-36,300
-44% -$32.2K
JXG
3377
JX Luxventure
JXG
$85.6M
$18K ﹤0.01%
+19
New +$22K
YHGJ icon
3378
Yunhong Green CTI Ltd
YHGJ
$8.87M
$16K ﹤0.01%
1,700
+110
+7% +$1.49K
STAF
3379
DELISTED
Staffing 360 Solutions, Inc. Common Stock (DE)
STAF
$16K ﹤0.01%
77
+4
+5% +$1.71K
SMRT
3380
DELISTED
Stein Mart Inc
SMRT
$16K ﹤0.01%
35,016
-76,889
-69% -$54.8K
RBZ
3381
DELISTED
Reebonz Holding Limited Ordinary Shares
RBZ
$15K ﹤0.01%
+35,833
New +$33.5K
NTRP
3382
DELISTED
Neurotrope, Inc. Common
NTRP
$13K ﹤0.01%
+15,310
New +$16.7K
BHAT
3383
DELISTED
Blue Hat Interactive Entertainment Technology
BHAT
– –
0
– –
IHT
3384
InnSuites Hospitality Trust
IHT
$15.4M
$11K ﹤0.01%
+10,200
New +$14.5K
NNDM
3385
Nano Dimension
NNDM
$344M
$11K ﹤0.01%
+12,000
New +$19.1K
RETO icon
3386
ReTo Eco-Solutions
RETO
$9.66M
– –
0
– –
VIVO
3387
VivoPower PLC
VIVO
$146M
$11K ﹤0.01%
1,420
-30
-2% -$308
BOXL icon
3388
Boxlight
BOXL
$4.25M
$10K ﹤0.01%
12
+3
+33% +$4.33K
KIQ
3389
DELISTED
Kelso Technologies Inc.
KIQ
$10K ﹤0.01%
18,445
-28,572
-61% -$20.1K
NUWE icon
3390
Nuwellis
NUWE
$470K
– –
0
– –
XWEL icon
3391
XWELL
XWEL
$8.53M
$9K ﹤0.01%
775
-1,203
-61% -$45.9K
CSCI
3392
DELISTED
COSCIENS Biopharma Inc. Common Stock
CSCI
$9K ﹤0.01%
181
-323
-64% -$29.5K
BETS
3393
DELISTED
Bit Brother Limited Class A Ordinary Shares
BETS
– –
0
– –
MARA icon
3394
Marathon Digital Holdings
MARA
$3.6B
$7K ﹤0.01%
+16,100
New +$14.2K
GRDX
3395
GridAI Technologies Corp
GRDX
$24.6M
– –
0
– –
GMO
3396
DELISTED
General Moly, Inc.
GMO
$6K ﹤0.01%
37,895
-136,455
-78% -$27.9K
JOB icon
3397
GEE Group
JOB
$23.3M
$5K ﹤0.01%
+13,470
New +$4.81K
HURA
3398
TuHURA Biosciences
HURA
$162M
$5K ﹤0.01%
7
-3
-30% -$2.79K
AXAS
3399
DELISTED
Abraxas Petroleum Corp
AXAS
$5K ﹤0.01%
2,183
-37,398
-94% -$169K
FTSI
3400
DELISTED
FTS International, Inc. Common Stock
FTSI
$4K ﹤0.01%
895
-6,280
-88% -$92.1K
134 135
136
137 138

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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.