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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
CNO icon
3476
CNO Financial Group
CNO
$5.07B
– –
-227,970
Closed -$4.13M
CNXN icon
3477
PC Connection
CNXN
$2.05B
– –
-16,300
Closed -$809K
CODX
3478
Co-Diagnostics
CODX
$5.68M
– –
-534
Closed -$14K
COO icon
3479
Cooper Companies
COO
$15.1B
– –
-141,992
Closed -$11.4M
COOP
3480
DELISTED
Mr. Cooper
COOP
– –
-139,296
Closed -$1.74M
CORP icon
3481
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.59B
– –
-4,900
Closed -$539K
CPRT icon
3482
Copart
CPRT
$27.3B
– –
-674,400
Closed -$15.3M
CQP icon
3483
Cheniere Energy
CQP
$33.3B
– –
-15,342
Closed -$611K
CSCO icon
3484
Cisco
CSCO
$452B
– –
-1,698,005
Closed -$81.4M
CTRE icon
3485
CareTrust REIT
CTRE
$9.3B
– –
-437,000
Closed -$9.02M
CVLG icon
3486
Covenant Logistics
CVLG
$876M
– –
-87,126
Closed -$563K
CVM icon
3487
CEL-SCI Corp
CVM
$25.7M
– –
-1,486
Closed -$408K
CVNA icon
3488
Carvana
CVNA
$81.7B
– –
-2,297,000
Closed -$42.3M
CVX icon
3489
Chevron
CVX
$382B
– –
-1,703,284
Closed -$205M
CWB icon
3490
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.77B
– –
-62,300
Closed -$3.46M
CWH icon
3491
Camping World
CWH
$679M
– –
-95,800
Closed -$1.41M
CX icon
3492
Cemex
CX
$16.1B
– –
-480,600
Closed -$1.82M
CYTK icon
3493
Cytokinetics
CYTK
$10.4B
– –
-153,767
Closed -$1.63M
DAL icon
3494
Delta Air Lines
DAL
$60.4B
– –
-895,200
Closed -$52.4M
DBEF icon
3495
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.45B
– –
-89,000
Closed -$3.01M
DCI icon
3496
Donaldson
DCI
$11.1B
– –
-34,400
Closed -$1.98M
DDM icon
3497
ProShares Ultra Dow30
DDM
$547M
– –
-53,800
Closed -$1.5M
DELL icon
3498
Dell
DELL
$322B
– –
-58,259
Closed -$1.52M
DEM icon
3499
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.99B
– –
-10,248
Closed -$469K
DFIN icon
3500
Donnelley Financial Solutions
DFIN
$1.19B
– –
-32,500
Closed -$340K
138 139
140
141 142

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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.