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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
DGRW icon
3501
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
– –
-19,000
Closed -$921K
DGS icon
3502
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.78B
– –
-30,564
Closed -$1.46M
DIA icon
3503
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
– –
-2,300
Closed -$656K
DIV icon
3504
Global X SuperDividend US ETF
DIV
$776M
– –
-16,187
Closed -$384K
DLN icon
3505
WisdomTree US LargeCap Dividend Fund
DLN
$6.42B
– –
-10,400
Closed -$551K
DOGZ icon
3506
Dogness International Corp
DOGZ
$18.6M
– –
-2,415
Closed -$64K
DRH icon
3507
Diamondrock Hospitality Co
DRH
$2.5B
– –
-476,869
Closed -$5.28M
DSI icon
3508
iShares MSCI KLD 400 Social ETF
DSI
$5.54B
– –
-9,800
Closed -$589K
DVYE icon
3509
iShares Emerging Markets Dividend ETF
DVYE
$1.21B
– –
-6,982
Closed -$284K
DXJ icon
3510
WisdomTree Japan Hedged Equity Fund
DXJ
$7.53B
– –
-14,200
Closed -$764K
DY icon
3511
Dycom Industries
DY
$12.3B
– –
-89,099
Closed -$4.2M
DYAI icon
3512
Dyadic International
DYAI
$32.1M
– –
-23,200
Closed -$120K
EAT icon
3513
Brinker International
EAT
$10.5B
– –
-188,711
Closed -$7.93M
EBND icon
3514
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.27B
– –
-39,227
Closed -$1.09M
EDN
3515
Edenor
EDN
$994M
– –
-24,564
Closed -$154K
EDSA icon
3516
Edesa Biotech
EDSA
$51.1M
– –
-3,582
Closed -$103K
EFOI icon
3517
Energy Focus
EFOI
$19.3M
– –
-2,325
Closed -$39K
CHRN
3518
ChronoScale Holdings
CHRN
$3.02B
– –
-76
Closed -$7K
EMB icon
3519
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
– –
-122,000
Closed -$14M
EMLC icon
3520
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.78B
– –
-238,254
Closed -$8.1M
EMLP icon
3521
First Trust North American Energy Infrastructure Fund
EMLP
$4.15B
– –
-8,200
Closed -$209K
ENR icon
3522
Energizer
ENR
$1.56B
– –
-76,600
Closed -$3.85M
EPAM icon
3523
EPAM Systems
EPAM
$5.17B
– –
-17,900
Closed -$3.8M
EPIX
3524
DELISTED
ESSA Pharma
EPIX
– –
-12,813
Closed -$70K
EPD icon
3525
Enterprise Products Partners
EPD
$81.9B
– –
-347,433
Closed -$9.78M
139 140
141
142 143

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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.