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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
IGM icon
3601
iShares Expanded Tech Sector ETF
IGM
$10.8B
– –
-7,200
Closed -$291K
IHI icon
3602
iShares US Medical Devices ETF
IHI
$3.47B
– –
-35,400
Closed -$1.56M
IMRN
3603
Immuron
IMRN
$8.88M
– –
-10,132
Closed -$37K
INSW icon
3604
International Seaways
INSW
$4.52B
– –
-93,700
Closed -$2.79M
IPG
3605
DELISTED
Interpublic Group of Companies
IPG
– –
-204,100
Closed -$4.71M
IQLT icon
3606
iShares MSCI Intl Quality Factor ETF
IQLT
$14.2B
– –
-10,200
Closed -$329K
IQV icon
3607
IQVIA
IQV
$40.1B
– –
-166,300
Closed -$25.7M
IRS
3608
IRSA Inversiones y Representaciones
IRS
$1.24B
– –
-77,647
Closed -$554K
IRTC icon
3609
iRhythm Holdings
IRTC
$4.07B
– –
-177,500
Closed -$12.1M
IUSV icon
3610
iShares Core S&P US Value ETF
IUSV
$27.8B
– –
-7,000
Closed -$441K
IVW icon
3611
iShares S&P 500 Growth ETF
IVW
$77.4B
– –
-4,400
Closed -$213K
IWY icon
3612
iShares Russell Top 200 Growth ETF
IWY
$16.6B
– –
-5,100
Closed -$493K
IXJ icon
3613
iShares Global Healthcare ETF
IXJ
$4.23B
– –
-6,457
Closed -$444K
IXN icon
3614
iShares Global Tech ETF
IXN
$9.36B
– –
-21,012
Closed -$737K
IYF icon
3615
iShares US Financials ETF
IYF
$4.41B
– –
-3,000
Closed -$207K
IYH icon
3616
iShares US Healthcare ETF
IYH
$3.77B
– –
-5,000
Closed -$216K
IYR icon
3617
iShares US Real Estate ETF
IYR
$4.52B
– –
-109,600
Closed -$10.2M
IYW icon
3618
iShares US Technology ETF
IYW
$25.4B
– –
-10,000
Closed -$582K
JKHY icon
3619
Jack Henry & Associates
JKHY
$10.8B
– –
-99,619
Closed -$14.5M
JNK icon
3620
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.31B
– –
-246,000
Closed -$26.9M
OPLN
3621
Openlane
OPLN
$4.25B
– –
-770,800
Closed -$16.8M
KFY icon
3622
Korn Ferry
KFY
$4.26B
– –
-295,000
Closed -$12.5M
KKR icon
3623
KKR & Co
KKR
$99.2B
– –
-19,250
Closed -$562K
KMX icon
3624
CarMax
KMX
$8.27B
– –
-243,400
Closed -$21.3M
KOPN icon
3625
Kopin
KOPN
$938M
– –
-371,200
Closed -$149K
143 144
145
146 147

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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.