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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
FLGT icon
3551
Fulgent Genetics
FLGT
$515M
– –
-11,521
Closed -$124K
FLNT
3552
Fluent
FLNT
$130M
– –
-34,318
Closed -$241K
FNKO icon
3553
Funko
FNKO
$329M
– –
-180,566
Closed -$720K
FRO icon
3554
Frontline
FRO
$8.72B
– –
-1,058,819
Closed -$10.2M
FTI icon
3555
TechnipFMC
FTI
$29.8B
– –
-934,214
Closed -$4.68M
FUL icon
3556
H.B. Fuller
FUL
$3.3B
– –
-257,100
Closed -$7.18M
FXD icon
3557
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$270M
– –
-8,300
Closed -$223K
GALT icon
3558
Galectin Therapeutics
GALT
$323M
– –
-20,100
Closed -$39K
GD icon
3559
General Dynamics
GD
$106B
– –
-310,500
Closed -$41.1M
GFF icon
3560
Griffon
GFF
$4.73B
– –
-36,100
Closed -$457K
GIII icon
3561
G-III Apparel Group
GIII
$1.42B
– –
-672,900
Closed -$5.18M
GLRE icon
3562
Greenlight Captial
GLRE
$505M
– –
-47,000
Closed -$280K
GOOS
3563
Canada Goose Holdings
GOOS
$845M
– –
-107,700
Closed -$2.15M
GORO icon
3564
Goldgroup Mining Inc.
GORO
$208M
– –
-211,600
Closed -$582K
GOTU icon
3565
Gaotu Techedu
GOTU
$427M
– –
-366,453
Closed -$15.5M
GPMT
3566
Granite Point Mortgage Trust
GPMT
$60.2M
– –
-279,300
Closed -$1.42M
GREK
3567
Global X MSCI Greece ETF
GREK
$330M
– –
-9,667
Closed -$165K
GRMN
3568
Garmin
GRMN
$59.8B
– –
-691,039
Closed -$51.8M
GS icon
3569
Goldman Sachs
GS
$303B
– –
-561,600
Closed -$86.8M
GSHD icon
3570
Goosehead Insurance
GSHD
$2.31B
– –
-19,300
Closed -$861K
GSLC icon
3571
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$16B
– –
-6,200
Closed -$324K
GT icon
3572
Goodyear
GT
$1.72B
– –
-1,758,000
Closed -$10.2M
HAL icon
3573
Halliburton
HAL
$27.9B
– –
-1,264,695
Closed -$8.66M
HASI icon
3574
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.35B
– –
-90,000
Closed -$1.84M
HBI
3575
DELISTED
Hanesbrands
HBI
– –
-83,500
Closed -$657K
141 142
143
144 145

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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.