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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
AVXL icon
3426
Anavex Life Sciences
AVXL
$303M
– –
-407,400
Closed -$1.28M
AWK icon
3427
American Water Works
AWK
$27.1B
– –
-746,700
Closed -$89.3M
DCH
3428
Dauch Corp
DCH
$1.6B
– –
-419,032
Closed -$1.51M
AZO icon
3429
AutoZone
AZO
$49.6B
– –
-35,500
Closed -$30M
AZUL
3430
DELISTED
Azul
AZUL
– –
-152,400
Closed -$1.55M
BAK icon
3431
Braskem
BAK
$825M
– –
-35,300
Closed -$234K
BBCP icon
3432
Concrete Pumping Holdings
BBCP
$475M
– –
-19,000
Closed -$54K
BBU
3433
DELISTED
Brookfield Business Partners
BBU
– –
-46,428
Closed -$758K
BCS icon
3434
Barclays
BCS
$94.6B
– –
-2,404,986
Closed -$10.9M
BDN
3435
Brandywine Realty Trust
BDN
$542M
– –
-995,498
Closed -$10.5M
BEN icon
3436
Franklin Resources
BEN
$17.2B
– –
-284,895
Closed -$4.75M
BFAM icon
3437
Bright Horizons
BFAM
$3.85B
– –
-146,200
Closed -$14.9M
BFST icon
3438
Business First Bancshares
BFST
$1.05B
– –
-31,004
Closed -$419K
BGFV
3439
DELISTED
Big 5 Sporting Goods
BGFV
– –
-210,409
Closed -$225K
BHP icon
3440
BHP
BHP
$222B
– –
-87,102
Closed -$2.85M
BIP icon
3441
Brookfield Infrastructure Partners
BIP
$18.4B
– –
-93,600
Closed -$2.25M
BKR icon
3442
Baker Hughes
BKR
$63B
– –
-189,440
Closed -$1.99M
BLFS icon
3443
BioLife Solutions
BLFS
$1.72B
– –
-39,200
Closed -$372K
BLNK icon
3444
Blink Charging
BLNK
$87.1M
– –
-78,416
Closed -$136K
BMRN icon
3445
BioMarin Pharmaceuticals
BMRN
$13.3B
– –
-19,100
Closed -$1.61M
BNED icon
3446
Barnes & Noble Education
BNED
$424M
– –
-316
Closed -$43K
BRSP
3447
BrightSpire Capital
BRSP
$629M
– –
-159,000
Closed -$626K
BRY
3448
DELISTED
Berry Corp
BRY
– –
-356,100
Closed -$858K
BRZU icon
3449
Direxion Daily MSCI Brazil Bull 2X ETF
BRZU
$89.2M
– –
-17,639
Closed -$938K
BTBT icon
3450
Bit Digital
BTBT
$520M
– –
-127,900
Closed -$70K
136 137
138
139 140

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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.