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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
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
HEDJ icon
3576
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.88B
– –
-88,000
Closed -$3.11M
HEI icon
3577
HEICO Corp
HEI
$51.9B
– –
-318,064
Closed -$36.3M
HEPA
3578
DELISTED
Hepion Pharmaceuticals
HEPA
– –
-43
Closed -$231K
HESM icon
3579
Hess Midstream
HESM
$5.11B
– –
-82,544
Closed -$1.87M
HGV icon
3580
Hilton Grand Vacations
HGV
$3.49B
– –
-255,700
Closed -$8.79M
HI
3581
DELISTED
Hillenbrand
HI
– –
-310,520
Closed -$10.3M
HLT icon
3582
Hilton Worldwide
HLT
$72.2B
– –
-473,700
Closed -$52.5M
HOUS
3583
DELISTED
Anywhere Real Estate
HOUS
– –
-1,326,415
Closed -$12.8M
HPE icon
3584
Hewlett Packard
HPE
$79.2B
– –
-1,643,900
Closed -$26.1M
HPQ icon
3585
HP
HPQ
$28.6B
– –
-4,654,894
Closed -$95.7M
HQY icon
3586
HealthEquity
HQY
$8.83B
– –
-90,131
Closed -$6.68M
HUN icon
3587
Huntsman Corp
HUN
$1.81B
– –
-395,200
Closed -$9.55M
AGIG
3588
Abundia Global Impact Group
AGIG
$38.5M
– –
-825
Closed -$15K
HWBK icon
3589
Hawthorn Bancshares
HWBK
$277M
– –
-15,349
Closed -$335K
HYEM icon
3590
VanEck Emerging Markets High Yield Bond ETF
HYEM
$527M
– –
-40,300
Closed -$956K
HYG icon
3591
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
– –
-154,100
Closed -$13.6M
HYMB icon
3592
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.37B
– –
-146,100
Closed -$4.31M
HYS icon
3593
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.78B
– –
-64,300
Closed -$6.41M
HZO icon
3594
MarineMax
HZO
$1.15B
– –
-45,000
Closed -$751K
IAU icon
3595
iShares Gold Trust
IAU
$64.5B
– –
-99,100
Closed -$2.87M
IBB icon
3596
iShares Biotechnology ETF
IBB
$9.77B
– –
-4,700
Closed -$566K
IBM icon
3597
IBM
IBM
$223B
– –
-1,618,057
Closed -$207M
IEP icon
3598
Icahn Enterprises
IEP
$5.33B
– –
-7,794
Closed -$479K
IFGL icon
3599
iShares International Developed Real Estate ETF
IFGL
$82.3M
– –
-8,415
Closed -$254K
IGIB icon
3600
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
– –
-122,253
Closed -$7.09M
142 143
144
145 146

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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.