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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
IWM icon
3601
iShares Russell 2000 ETF
IWM
$81.9B
– –
-2,174
Closed -$249K
IWV icon
3602
iShares Russell 3000 ETF
IWV
$20.4B
– –
-5,800
Closed -$860K
IXC icon
3603
iShares Global Energy ETF
IXC
$2.74B
– –
-14,300
Closed -$242K
IYE icon
3604
iShares US Energy ETF
IYE
$1.79B
– –
-35,600
Closed -$545K
JBHT icon
3605
JB Hunt Transport Services
JBHT
$25.3B
– –
-128,044
Closed -$11.8M
JCI icon
3606
Johnson Controls International
JCI
$93.2B
– –
-670,141
Closed -$18.1M
KBR icon
3607
KBR
KBR
$4.72B
– –
-65,000
Closed -$1.34M
KELYA icon
3608
Kelly Services Class A
KELYA
$527M
– –
-36,398
Closed -$462K
KEX icon
3609
Kirby Corp
KEX
$7.12B
– –
-156,199
Closed -$6.79M
KEYS icon
3610
Keysight
KEYS
$60.2B
– –
-441,900
Closed -$37M
KLXE icon
3611
KLX Energy Services
KLXE
$33.4M
– –
-84,219
Closed -$295K
KNSL icon
3612
Kinsale Capital Group
KNSL
$8.43B
– –
-7,800
Closed -$815K
KO icon
3613
Coca-Cola
KO
$372B
– –
-5,718,518
Closed -$253M
KOD icon
3614
Kodiak Sciences
KOD
$2.66B
– –
-55,359
Closed -$2.64M
KOP icon
3615
Koppers
KOP
$864M
– –
-65,300
Closed -$808K
KOS icon
3616
Kosmos Energy
KOS
$1.48B
– –
-197,938
Closed -$177K
KRNT icon
3617
Kornit Digital
KRNT
$815M
– –
-121,295
Closed -$3.02M
KRP icon
3618
Kimbell Royalty Partners
KRP
$1.5B
– –
-145,478
Closed -$848K
KURA icon
3619
Kura Oncology
KURA
$884M
– –
-85,271
Closed -$848K
LAD icon
3620
Lithia Motors
LAD
$8.23B
– –
-33,800
Closed -$2.77M
LBRT icon
3621
Liberty Energy
LBRT
$3.54B
– –
-31,800
Closed -$86K
LDOS icon
3622
Leidos
LDOS
$17.5B
– –
-452,750
Closed -$41.5M
LEVI icon
3623
Levi Strauss
LEVI
$8.57B
– –
-386,778
Closed -$4.81M
LH icon
3624
Labcorp
LH
$25.9B
– –
-109,653
Closed -$11.9M
LIT icon
3625
Global X Lithium & Battery Tech ETF
LIT
$1.62B
– –
-10,000
Closed -$217K
143 144
145
146 147

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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.