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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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
+30.27%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$116B
AUM Growth
+$12.9B
Cap. Flow
-$8.24B
Cap. Flow %
-7.11%
Top 10 Hldgs %
14.35%
Holding
3,987
New
584
Increased
1,418
Reduced
1,366
Closed
596

Top Buys

Rank Stock Value
1
ZM icon
Zoom
ZM
+$806M
2
ABBV icon
AbbVie
ABBV
+$481M
3
TMUS icon
T-Mobile US
TMUS
+$464M
4
KR icon
Kroger
KR
+$430M
5
BIDU icon
Baidu
BIDU
+$423M

Top Sells

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$1.35B
2
AGN
Allergan plc
AGN
+$1.26B
3
S
Sprint Corporation
S
+$675M
4
AMGN icon
Amgen
AMGN
+$488M
5
HUM icon
Humana
HUM
+$450M

Sector Composition

Rank Sector Weight
1 Healthcare 23.45%
2 Technology 16.09%
3 Consumer Staples 10.57%
4 Consumer Discretionary 9.95%
5 Communication Services 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AIR icon
3401
AAR Corp
AIR
$5.77B
– –
-104,660
Closed -$1.86M
ALG icon
3402
Alamo Group
ALG
$1.99B
– –
-6,700
Closed -$595K
ALK icon
3403
Alaska Air
ALK
$5.3B
– –
-539,767
Closed -$15.4M
ALLY icon
3404
Ally Financial
ALLY
$13.6B
– –
-83,800
Closed -$1.21M
AMAL icon
3405
Amalgamated Financial
AMAL
$1.53B
– –
-132,900
Closed -$1.44M
AMAT icon
3406
Applied Materials
AMAT
$424B
– –
-1,384,948
Closed -$63.5M
AMLP icon
3407
Alerian MLP ETF
AMLP
$13.1B
– –
-52,964
Closed -$911K
AMPY icon
3408
Amplify Energy
AMPY
$200M
– –
-427,800
Closed -$242K
AMRC icon
3409
Ameresco
AMRC
$1.47B
– –
-59,000
Closed -$1M
AMWD
3410
DELISTED
American Woodmark
AMWD
– –
-40,100
Closed -$1.83M
AMZA icon
3411
InfraCap MLP ETF
AMZA
$477M
– –
-14,360
Closed -$155K
AMZN icon
3412
Amazon
AMZN
$2.86T
– –
-3,857,100
Closed -$376M
ANAB icon
3413
AnaptysBio
ANAB
$1.66B
– –
-293,500
Closed -$4.15M
ANIX icon
3414
Anixa Biosciences
ANIX
$109M
– –
-32,216
Closed -$51K
APLT
3415
DELISTED
Applied Therapeutics
APLT
– –
-19,486
Closed -$637K
APM
3416
DELISTED
Aptorum Group
APM
– –
-3,304
Closed -$121K
APPN icon
3417
Appian
APPN
$2.65B
– –
-61,700
Closed -$2.48M
AQST icon
3418
Aquestive Therapeutics
AQST
$533M
– –
-294,051
Closed -$644K
AR icon
3419
Antero Resources
AR
$11.3B
– –
-241,100
Closed -$172K
ARE icon
3420
Alexandria Real Estate Equities
ARE
$8.33B
– –
-120,200
Closed -$16.5M
ARES icon
3421
Ares Management
ARES
$33.7B
– –
-28,800
Closed -$891K
ARWR icon
3422
Arrowhead Research
ARWR
$12.1B
– –
-666,400
Closed -$19.2M
ASTE icon
3423
Astec Industries
ASTE
$975M
– –
-7,445
Closed -$260K
ATO icon
3424
Atmos Energy
ATO
$28.7B
– –
-116,800
Closed -$11.6M
ATRA icon
3425
Atara Biotherapeutics
ATRA
$76.7M
– –
-1,024
Closed -$218K
135 136
137
138 139

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Jim Simons's Q2 2020 Portfolio in Review

As of Q2 2020, Jim Simons held 3,987 positions worth $116B, up 13% from $103B the previous quarter. Its ten largest holdings account for 14% of the portfolio.

Jim Simons withdrew a net $8.24B in Q2 2020, closing 596 positions and reducing 1,366 holdings. Its most notable exit was Allergan plc, an estimated $1.26B position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 23% of assets, down from 25% a quarter earlier, followed by Technology and Consumer Staples.

Against the trend, Jim Simons opened a new position in Uber worth $187M.

  • Jim Simons's largest Q2 2020 buy was Uber: 6,030,316 shares worth $187M.
  • Jim Simons added most to Zoom in Q2 2020, an estimated $806M increase.
  • Jim Simons's biggest Q2 2020 reduction was Bristol-Myers Squibb, cutting an estimated $1.35B.
  • Jim Simons fully exited Allergan plc in Q2 2020, selling an estimated $1.26B.
  • Jim Simons's ten largest holdings make up 14% of its $116B portfolio in Q2 2020.
  • Jim Simons opened 584 new positions and closed 596 in Q2 2020.
  • Jim Simons's portfolio value rose 13% quarter-over-quarter to $116B.

Based on Renaissance Technologies's 13F filing for Q2 2020, filed 13 Aug 2020.