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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
+30.27%
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
$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
CNMD icon
3476
CONMED
CNMD
$1.49B
– –
-201,981
Closed -$11.6M
CNNE icon
3477
Cannae Holdings
CNNE
$673M
– –
-16,100
Closed -$539K
CNS icon
3478
Cohen & Steers
CNS
$4.39B
– –
-22,409
Closed -$1.02M
CNX icon
3479
CNX Resources
CNX
$5.24B
– –
-58,200
Closed -$310K
COLB icon
3480
Columbia Banking Systems
COLB
$9.17B
– –
-42,106
Closed -$1.13M
COLM icon
3481
Columbia Sportswear
COLM
$2.94B
– –
-111,902
Closed -$7.81M
COR icon
3482
Cencora
COR
$59.1B
– –
-32,000
Closed -$2.83M
CPRX
3483
DELISTED
Catalyst Pharmaceutical
CPRX
– –
-739,226
Closed -$2.85M
CREG
3484
DELISTED
Smart Powerr
CREG
– –
-350
Closed -$113K
CRMD icon
3485
CorMedix
CRMD
$634M
– –
-128,900
Closed -$463K
CSTM icon
3486
Constellium
CSTM
$3.95B
– –
-469,800
Closed -$2.45M
CTAS icon
3487
Cintas
CTAS
$80.5B
– –
-621,072
Closed -$26.9M
CTRA
3488
DELISTED
Coterra Energy
CTRA
– –
-1,194,800
Closed -$20.5M
CTXR icon
3489
Citius Pharmaceuticals
CTXR
$20.3M
– –
-3,692
Closed -$55K
CUBI icon
3490
Customers Bancorp
CUBI
$2.81B
– –
-237,466
Closed -$2.6M
CXT icon
3491
Crane NXT
CXT
$2.97B
– –
-56,716
Closed -$969K
DAC icon
3492
Danaos Corp
DAC
$2.55B
– –
-105,950
Closed -$424K
DD icon
3493
DuPont de Nemours
DD
$19.4B
– –
-474,037
Closed -$20.3M
DES icon
3494
WisdomTree US SmallCap Dividend Fund
DES
$2.23B
– –
-14,900
Closed -$268K
DFEN icon
3495
Direxion Daily Aerospace & Defense Bull 3X ETF
DFEN
$420M
– –
-37,378
Closed -$373K
DFS
3496
DELISTED
Discover Financial Services
DFS
– –
-399,480
Closed -$14.2M
DGX icon
3497
Quest Diagnostics
DGX
$26.1B
– –
-157,700
Closed -$12.7M
DHC
3498
Diversified Healthcare Trust
DHC
$2.02B
– –
-169,100
Closed -$614K
DHI icon
3499
D.R. Horton
DHI
$41.9B
– –
-51,000
Closed -$1.73M
DIG icon
3500
ProShares Ultra Energy
DIG
$83.4M
– –
-77,440
Closed -$467K
138 139
140
141 142

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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.