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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
FUN icon
3551
Cedar Fair
FUN
$1.68B
– –
-22,938
Closed -$1.27M
FURY
3552
Fury Gold Mines
FURY
$116M
– –
-102,304
Closed -$324K
FUTU icon
3553
Futu Holdings
FUTU
$14.7B
– –
-28,896
Closed -$298K
FXI icon
3554
iShares China Large-Cap ETF
FXI
$4.2B
– –
-137,100
Closed -$5.98M
FXL icon
3555
First Trust Technology AlphaDEX Fund
FXL
$2.84B
– –
-6,400
Closed -$464K
FXO icon
3556
First Trust Financials AlphaDEX Fund
FXO
$1.13B
– –
-7,400
Closed -$248K
GBX icon
3557
The Greenbrier Companies
GBX
$1.41B
– –
-127,100
Closed -$4.12M
GDOT icon
3558
Green Dot
GDOT
$766M
– –
-92,900
Closed -$2.17M
GDS icon
3559
GDS Holdings
GDS
$6.56B
– –
-42,700
Closed -$2.2M
GERN icon
3560
Geron
GERN
$1.01B
– –
-57,320
Closed -$78K
GKOS icon
3561
Glaukos
GKOS
$11B
– –
-190,292
Closed -$10.4M
GLBS icon
3562
Globus Maritime Ltd
GLBS
$77.9M
– –
-357
Closed -$35K
GLD icon
3563
SPDR Gold Trust
GLD
$144B
– –
-57,500
Closed -$8.22M
GLW icon
3564
Corning
GLW
$144B
– –
-1,640,000
Closed -$47.7M
GM icon
3565
General Motors
GM
$76.1B
– –
-1,333,300
Closed -$48.8M
GNPX icon
3566
Genprex
GNPX
$2.39M
– –
-5
Closed -$64K
GNRC icon
3567
Generac Holdings
GNRC
$13.1B
– –
-256,700
Closed -$25.8M
GPI icon
3568
Group 1 Automotive
GPI
$3.17B
– –
-56,290
Closed -$5.63M
GPRO icon
3569
GoPro
GPRO
$106M
– –
-2,192,048
Closed -$9.51M
GRPN icon
3570
Groupon
GRPN
$901M
– –
-119,940
Closed -$5.73M
GTX icon
3571
Garrett Motion
GTX
$5.47B
– –
-202,829
Closed -$2.03M
GUNR icon
3572
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.09B
– –
-38,904
Closed -$1.3M
H icon
3573
Hyatt Hotels
H
$16.8B
– –
-82,100
Closed -$7.37M
HACK icon
3574
Amplify Cybersecurity ETF
HACK
$3B
– –
-9,600
Closed -$399K
HDV
3575
iShares Core High Dividend ETF
HDV
$15B
– –
-33,000
Closed -$647K
141 142
143
144 145

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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.