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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
BTE icon
3451
Baytex Energy
BTE
$3B
– –
-2,016,797
Closed -$471K
BURL icon
3452
Burlington
BURL
$22.4B
– –
-192,269
Closed -$30.5M
BX icon
3453
Blackstone
BX
$112B
– –
-113,500
Closed -$5.17M
BYND icon
3454
Beyond Meat
BYND
$210M
– –
-252,152
Closed -$16.8M
CACC icon
3455
Credit Acceptance
CACC
$6.05B
– –
-34,510
Closed -$8.82M
CAN
3456
Canaan Creative
CAN
$159M
– –
-17,400
Closed -$53K
CAR icon
3457
Avis
CAR
$4.84B
– –
-1,894,807
Closed -$26.3M
CARE icon
3458
Carter Bankshares
CARE
$757M
– –
-13,487
Closed -$124K
CARS icon
3459
Cars.com
CARS
$672M
– –
-369,400
Closed -$1.59M
CASH icon
3460
Pathward Financial
CASH
$1.79B
– –
-30,700
Closed -$667K
CASS icon
3461
Cass Information Systems
CASS
$750M
– –
-56,349
Closed -$1.98M
CASY icon
3462
Casey's General Stores
CASY
$31.6B
– –
-62,143
Closed -$8.23M
CCO icon
3463
Clear Channel Outdoor Holdings
CCO
$1.18B
– –
-44,882
Closed -$29K
CDLX icon
3464
Cardlytics
CDLX
$25.1M
– –
-23,734
Closed -$8.3M
CELH icon
3465
Celsius Holdings
CELH
$7.28B
– –
-348,135
Closed -$489K
CETX icon
3466
Cemtrex
CETX
$5.2M
– –
0
– -$175K
CFG icon
3467
Citizens Financial Group
CFG
$31.2B
– –
-1,102,900
Closed -$20.7M
CFR icon
3468
Cullen/Frost Bankers
CFR
$10.5B
– –
-40,700
Closed -$2.27M
CHCT
3469
Community Healthcare Trust
CHCT
$433M
– –
-15,100
Closed -$578K
CHRD icon
3470
Chord Energy
CHRD
$7.35B
– –
-2,168,800
Closed -$759K
CHX
3471
DELISTED
ChampionX
CHX
– –
-1,005,700
Closed -$5.78M
CIEN icon
3472
Ciena
CIEN
$62.7B
– –
-283,974
Closed -$11.3M
CLOU icon
3473
Global X Cloud Computing ETF
CLOU
$281M
– –
-17,900
Closed -$261K
CLS icon
3474
Celestica
CLS
$43.8B
– –
-830,505
Closed -$2.91M
CMCT
3475
Creative Media & Community Trust
CMCT
$15M
– –
-1
Closed -$145K
137 138
139
140 141

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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.