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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
EPRT icon
3526
Essential Properties Realty Trust
EPRT
$6.62B
– –
-71,100
Closed -$1.76M
ET icon
3527
Energy Transfer Partners
ET
$72.1B
– –
-1,080,145
Closed -$13.9M
EUM icon
3528
ProShares Trust Short MSCI Emerging Markets
EUM
$9.3M
– –
-9,950
Closed -$339K
EWA icon
3529
iShares MSCI Australia ETF
EWA
$1.46B
– –
-49,000
Closed -$1.11M
EWC icon
3530
iShares MSCI Canada ETF
EWC
$6.51B
– –
-47,400
Closed -$1.42M
EWJ icon
3531
iShares MSCI Japan ETF
EWJ
$23.1B
– –
-19,000
Closed -$1.13M
EWL icon
3532
iShares MSCI Switzerland ETF
EWL
$2.22B
– –
-31,500
Closed -$1.28M
EWN icon
3533
iShares MSCI Netherlands ETF
EWN
$727M
– –
-12,800
Closed -$433K
EWT icon
3534
iShares MSCI Taiwan ETF
EWT
$11.4B
– –
-19,000
Closed -$781K
EWY icon
3535
iShares MSCI South Korea ETF
EWY
$27.2B
– –
-13,300
Closed -$827K
EXPE icon
3536
Expedia Group
EXPE
$39.1B
– –
-926,265
Closed -$100M
F icon
3537
Ford
F
$55.1B
– –
-5,319,509
Closed -$49.5M
FAST icon
3538
Fastenal
FAST
$59.9B
– –
-90,776
Closed -$1.68M
FBND icon
3539
Fidelity Total Bond ETF
FBND
$27.3B
– –
-22,100
Closed -$1.14M
FBRX icon
3540
Forte Biosciences
FBRX
$1.57B
– –
-121
Closed -$24K
FCAP icon
3541
First Capital
FCAP
$220M
– –
-3,200
Closed -$234K
FDS icon
3542
Factset
FDS
$9.89B
– –
-15,800
Closed -$4.24M
FLEX icon
3543
Flex
FLEX
$46B
– –
-2,084,724
Closed -$19.8M
FMS icon
3544
Fresenius Medical Care
FMS
$12.6B
– –
-9,492
Closed -$350K
FOLD
3545
DELISTED
Amicus Therapeutics
FOLD
– –
-129,854
Closed -$1.26M
FOR icon
3546
Forestar Group
FOR
$1.49B
– –
-11,480
Closed -$239K
FPE icon
3547
First Trust Preferred Securities and Income ETF
FPE
$6.33B
– –
-700,799
Closed -$14.1M
FRSX
3548
Foresight Autonomous Holdings
FRSX
$4.02M
– –
-152
Closed -$20K
FTSL icon
3549
First Trust Senior Loan Fund ETF
FTSL
$2.33B
– –
-187,800
Closed -$9M
FTV icon
3550
Fortive
FTV
$18.6B
– –
-129,081
Closed -$6.22M
140 141
142
143 144

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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.