We are live on ! Find out more
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
TBLT
3401
DELISTED
ToughBuilt Industries, Inc. Common Stock
TBLT
– –
0
– –
AACG
3402
ATA Creativity
AACG
$43.2M
– –
-19,250
Closed -$26K
AAL icon
3403
American Airlines Group
AAL
$9.94B
– –
-385,832
Closed -$11.1M
AAOI icon
3404
Applied Optoelectronics
AAOI
$11.7B
– –
-63,200
Closed -$751K
AB icon
3405
AllianceBernstein
AB
$3.41B
– –
-15,673
Closed -$474K
ABG icon
3406
Asbury Automotive
ABG
$3.75B
– –
-12,200
Closed -$1.36M
ACN icon
3407
Accenture
ACN
$109B
– –
-282,100
Closed -$59.4M
ACRE
3408
Ares Commercial Real Estate
ACRE
$261M
– –
-34,828
Closed -$552K
ACWI icon
3409
iShares MSCI ACWI ETF
ACWI
$33.6B
– –
-35,300
Closed -$2.8M
ZNB
3410
Zeta Network Group
ZNB
$2.16M
– –
0
– -$21K
AEMD icon
3411
Aethlon Medical
AEMD
$1.55M
– –
-6
Closed -$23K
AGNC icon
3412
AGNC Investment
AGNC
$12.9B
– –
-3,307,199
Closed -$58.5M
AGZ icon
3413
iShares Agency Bond ETF
AGZ
$566M
– –
-2,396
Closed -$277K
AIT icon
3414
Applied Industrial Technologies
AIT
$13B
– –
-148,250
Closed -$9.89M
AKBA icon
3415
Akebia Therapeutics
AKBA
$247M
– –
-138,527
Closed -$875K
ALGT icon
3416
Allegiant Air
ALGT
$2.38B
– –
-2,500
Closed -$435K
ALLK
3417
DELISTED
Allakos
ALLK
– –
-11,200
Closed -$1.07M
AMC icon
3418
AMC Entertainment Holdings
AMC
$2.29B
– –
-40,999
Closed -$2.97M
AN icon
3419
AutoNation
AN
$6.87B
– –
-225,100
Closed -$10.9M
ANDE icon
3420
Andersons Inc
ANDE
$2.24B
– –
-21,400
Closed -$541K
ANGL icon
3421
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.12B
– –
-161,928
Closed -$4.83M
AOA icon
3422
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.29B
– –
-6,456
Closed -$374K
AOR icon
3423
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.75B
– –
-17,754
Closed -$849K
AORT icon
3424
Artivion
AORT
$1.38B
– –
-25,200
Closed -$683K
APLS
3425
DELISTED
Apellis Pharmaceuticals
APLS
– –
-19,513
Closed -$597K
135 136
137
138 139

Similar funds

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.