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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
EPC icon
3526
Edgewell Personal Care
EPC
$1.33B
– –
-138,500
Closed -$3.33M
EPHE icon
3527
iShares MSCI Philippines ETF
EPHE
$147M
– –
-17,600
Closed -$406K
EQH icon
3528
Equitable Holdings
EQH
$14B
– –
-456,900
Closed -$6.6M
EQIX icon
3529
Equinix
EQIX
$105B
– –
-42,364
Closed -$26.5M
ERIE icon
3530
Erie Indemnity
ERIE
$13.3B
– –
-88,671
Closed -$13.1M
ERX icon
3531
Direxion Daily Energy Bull 2X ETF
ERX
$243M
– –
-44,230
Closed -$431K
ES icon
3532
Eversource Energy
ES
$26.8B
– –
-892,549
Closed -$69.8M
ESGE icon
3533
iShares ESG Aware MSCI EM ETF
ESGE
$6.81B
– –
-13,200
Closed -$361K
ETON icon
3534
Eton Pharmaceutcials
ETON
$1.18B
– –
-36,283
Closed -$149K
EWI icon
3535
iShares MSCI Italy ETF
EWI
$1.08B
– –
-22,200
Closed -$461K
EWP icon
3536
iShares MSCI Spain ETF
EWP
$2.22B
– –
-29,000
Closed -$589K
EWQ icon
3537
iShares MSCI France ETF
EWQ
$333M
– –
-123,100
Closed -$2.88M
EWX icon
3538
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$702M
– –
-10,300
Closed -$341K
EZA icon
3539
iShares MSCI South Africa ETF
EZA
$568M
– –
-9,800
Closed -$278K
EZM icon
3540
WisdomTree US MidCap Fund
EZM
$954M
– –
-13,600
Closed -$359K
FAS icon
3541
Direxion Daily Financial Bull 3x ETF
FAS
$2.45B
– –
-20,200
Closed -$474K
FAZ
3542
Direxion Daily Financial Bear 3x ETF
FAZ
$85.9M
– –
-238
Closed -$721K
FEP icon
3543
First Trust Europe AlphaDEX Fund
FEP
$535M
– –
-11,700
Closed -$303K
FEZ icon
3544
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.55B
– –
-148,800
Closed -$4.39M
FHN icon
3545
First Horizon
FHN
$12.2B
– –
-2,228,234
Closed -$18M
FICO icon
3546
Fair Isaac
FICO
$22.3B
– –
-9,750
Closed -$3M
FITB
3547
Fifth Third Bancorp
FITB
$52.4B
– –
-1,877,739
Closed -$27.9M
FIVE icon
3548
Five Below
FIVE
$13.1B
– –
-129,458
Closed -$9.11M
FIXD icon
3549
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.24B
– –
-4,400
Closed -$232K
FL
3550
DELISTED
Foot Locker
FL
– –
-202,900
Closed -$4.47M
140 141
142
143 144

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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.