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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
BR icon
3451
Broadridge
BR
$19.4B
– –
-128,500
Closed -$15.9M
BSVN icon
3452
Bank7 Corp
BSVN
$495M
– –
-10,800
Closed -$205K
BWX icon
3453
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
– –
-26,278
Closed -$757K
BXMT icon
3454
Blackstone Mortgage Trust
BXMT
$2.44B
– –
-223,080
Closed -$8.3M
BYD icon
3455
Boyd Gaming
BYD
$6.04B
– –
-165,600
Closed -$4.96M
CAAP icon
3456
Corporacion America
CAAP
$6.51B
– –
-52,100
Closed -$313K
CANF
3457
Can-Fite BioPharma American Depositary Shares
CANF
$7.43M
– –
-162
Closed -$107K
CAT icon
3458
Caterpillar
CAT
$393B
– –
-2,400
Closed -$354K
CCL icon
3459
Carnival Corporation Ltd
CCL
$39B
– –
-489,100
Closed -$24.9M
CCK icon
3460
Crown Holdings
CCK
$13.1B
– –
-272,600
Closed -$19.8M
CDNS icon
3461
Cadence Design Systems
CDNS
$89.6B
– –
-179,094
Closed -$12.4M
CENN icon
3462
Cenntro
CENN
$8.53M
– –
-4
Closed -$51K
CENX icon
3463
Century Aluminum
CENX
$4.76B
– –
-304,999
Closed -$2.29M
CERS icon
3464
Cerus
CERS
$562M
– –
-28,266
Closed -$119K
CG icon
3465
Carlyle Group
CG
$17.5B
– –
-56,991
Closed -$1.83M
CGC
3466
Canopy Growth
CGC
$439M
– –
-82,770
Closed -$17.4M
CHNR icon
3467
China Natural Resources
CHNR
$5.19M
– –
-313
Closed -$26K
CIM
3468
Chimera Investment
CIM
$1B
– –
-431,659
Closed -$26.6M
CIVI
3469
DELISTED
Civitas Resources
CIVI
– –
-25,900
Closed -$605K
CLMT icon
3470
Calumet Specialty Products
CLMT
$4.1B
– –
-14,071
Closed -$51K
CLPS icon
3471
CLPS Inc
CLPS
$26M
– –
-22,500
Closed -$113K
CLWT icon
3472
Euro Tech Holdings
CLWT
$12M
– –
-31,373
Closed -$28K
CMC icon
3473
Commercial Metals
CMC
$8.03B
– –
-40,400
Closed -$900K
CMI icon
3474
Cummins
CMI
$87.3B
– –
-22,100
Closed -$3.96M
CNC icon
3475
Centene
CNC
$33.2B
– –
-1,082,700
Closed -$68.1M
137 138
139
140 141

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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.