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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
HLX icon
3576
Helix Energy Solutions
HLX
$1.49B
– –
-798,229
Closed -$1.31M
HOLX
3577
DELISTED
Hologic
HOLX
– –
-1,441,942
Closed -$50.6M
HR icon
3578
Healthcare Realty
HR
$6.61B
– –
-418,819
Closed -$10.2M
HXL icon
3579
Hexcel
HXL
$7.62B
– –
-367,400
Closed -$13.7M
IART icon
3580
Integra LifeSciences
IART
$1.34B
– –
-93,060
Closed -$4.16M
IBIO icon
3581
iBio
IBIO
$73.5M
– –
-80
Closed -$42K
IBN icon
3582
ICICI Bank
IBN
$107B
– –
-2,272,950
Closed -$19.3M
IDN icon
3583
Intellicheck
IDN
$75.9M
– –
-351,596
Closed -$1.19M
IEI icon
3584
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
– –
-14,000
Closed -$1.87M
IEV icon
3585
iShares Europe ETF
IEV
$1.7B
– –
-8,100
Closed -$286K
IGF icon
3586
iShares Global Infrastructure ETF
IGF
$10.7B
– –
-16,500
Closed -$563K
IHRT icon
3587
iHeartMedia
IHRT
$474M
– –
-11,300
Closed -$83K
IIIN icon
3588
Insteel Industries
IIIN
$624M
– –
-46,840
Closed -$621K
IJJ icon
3589
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.98B
– –
-3,800
Closed -$209K
INDL icon
3590
Direxion Daily MSCI India Bull 2X ETF
INDL
$57.5M
– –
-31,600
Closed -$433K
INO icon
3591
Inovio Pharmaceuticals
INO
$78.4M
– –
-50,260
Closed -$4.49M
IPAR icon
3592
Interparfums
IPAR
$3.74B
– –
-4,713
Closed -$218K
IRM icon
3593
Iron Mountain
IRM
$37B
– –
-88,300
Closed -$2.1M
ISRG icon
3594
Intuitive Surgical
ISRG
$141B
– –
-149,130
Closed -$24.6M
ITRI icon
3595
Itron
ITRI
$4.48B
– –
-61,961
Closed -$3.46M
IUSG icon
3596
iShares Core S&P US Growth ETF
IUSG
$33.8B
– –
-14,000
Closed -$799K
IVE icon
3597
iShares S&P 500 Value ETF
IVE
$49.9B
– –
-11,500
Closed -$1.11M
IVR icon
3598
Invesco Mortgage Capital
IVR
$803M
– –
-164,003
Closed -$5.59M
IVV icon
3599
iShares Core S&P 500 ETF
IVV
$904B
– –
-7,500
Closed -$1.94M
IWF icon
3600
iShares Russell 1000 Growth ETF
IWF
$128B
– –
-31,808
Closed -$1.2M
142 143
144
145 146

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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.