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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
DIOD icon
3501
Diodes
DIOD
$4.5B
– –
-107,551
Closed -$4.37M
DIS icon
3502
Walt Disney
DIS
$181B
– –
-320,087
Closed -$30.9M
DKS icon
3503
Dick's Sporting Goods
DKS
$18.1B
– –
-607,700
Closed -$12.9M
DLR icon
3504
Digital Realty Trust
DLR
$73.2B
– –
-294,530
Closed -$40.9M
DLS icon
3505
WisdomTree International SmallCap Dividend Fund
DLS
$1.08B
– –
-7,000
Closed -$336K
DLTH icon
3506
Duluth Holdings
DLTH
$151M
– –
-60,500
Closed -$243K
DMRC icon
3507
Digimarc Corp
DMRC
$159M
– –
-73,000
Closed -$953K
DOMH icon
3508
Dominari Holdings
DOMH
$71M
– –
-12,398
Closed -$107K
DON icon
3509
WisdomTree US MidCap Dividend Fund
DON
$4.11B
– –
-44,300
Closed -$1.07M
DOW icon
3510
Dow Inc
DOW
$21.8B
– –
-983,500
Closed -$28.8M
DQ
3511
Daqo New Energy
DQ
$1.01B
– –
-204,500
Closed -$2.37M
DRI icon
3512
Darden Restaurants
DRI
$25.4B
– –
-201,092
Closed -$11M
DTIL icon
3513
Precision BioSciences
DTIL
$201M
– –
-2,988
Closed -$541K
DVY icon
3514
iShares Select Dividend ETF
DVY
$24B
– –
-2,900
Closed -$213K
DWX icon
3515
State Street SPDR S&P International Dividend ETF
DWX
$528M
– –
-14,200
Closed -$435K
DXPE icon
3516
DXP Enterprises
DXPE
$3B
– –
-218,064
Closed -$2.67M
ECL icon
3517
Ecolab
ECL
$77.4B
– –
-122,222
Closed -$19M
EEM icon
3518
iShares MSCI Emerging Markets ETF
EEM
$30.5B
– –
-79,400
Closed -$2.71M
EFC
3519
Ellington Financial
EFC
$1.76B
– –
-182,200
Closed -$1.04M
EGP icon
3520
EastGroup Properties
EGP
$11B
– –
-4,000
Closed -$418K
EIDO icon
3521
iShares MSCI Indonesia ETF
EIDO
$484M
– –
-30,000
Closed -$442K
EIX icon
3522
Edison International
EIX
$27.2B
– –
-1,875,115
Closed -$103M
ELAN icon
3523
Elanco Animal Health
ELAN
$11.2B
– –
-91,900
Closed -$2.06M
EMR icon
3524
Emerson Electric
EMR
$91.4B
– –
-282,000
Closed -$13.4M
ENOV icon
3525
Enovis
ENOV
$1.45B
– –
-109,577
Closed -$3.73M
139 140
141
142 143

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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.