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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
KTCC icon
3626
Key Tronic
KTCC
$41.4M
– –
-17,236
Closed -$94K
HAPN
3627
Happen Inc
HAPN
$2.23B
– –
-23,120
Closed -$292K
LEE icon
3628
Lee Enterprises
LEE
$180M
– –
-3,020
Closed -$43K
LEMB icon
3629
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$722M
– –
-16,300
Closed -$715K
LEN icon
3630
Lennar Class A
LEN
$20.7B
– –
-671,071
Closed -$36.2M
LFUS icon
3631
Littelfuse
LFUS
$11.8B
– –
-1,200
Closed -$230K
LGMK
3632
DELISTED
LogicMark
LGMK
– –
-21
Closed -$46K
LHX icon
3633
L3Harris
LHX
$52.8B
– –
-330,241
Closed -$65.3M
LII icon
3634
Lennox International
LII
$14.7B
– –
-7,300
Closed -$1.78M
LMNR icon
3635
Limoneira
LMNR
$252M
– –
-25,600
Closed -$492K
LNC icon
3636
Lincoln National
LNC
$8.41B
– –
-41,174
Closed -$2.43M
LNG icon
3637
Cheniere Energy
LNG
$55.5B
– –
-405,888
Closed -$24.8M
LNW
3638
DELISTED
Light & Wonder
LNW
– –
-202,300
Closed -$5.42M
LOB icon
3639
Live Oak Bancshares
LOB
$1.98B
– –
-25,100
Closed -$477K
LOOP icon
3640
Loop Industries
LOOP
$31M
– –
-24,000
Closed -$238K
LOW icon
3641
Lowe's Companies
LOW
$121B
– –
-119,000
Closed -$14.3M
LQDA icon
3642
Liquidia Corp
LQDA
$7.6B
– –
-28,197
Closed -$121K
LSCC icon
3643
Lattice Semiconductor
LSCC
$18.3B
– –
-1,742,500
Closed -$33.4M
LVS icon
3644
Las Vegas Sands
LVS
$29.6B
– –
-2,583,934
Closed -$178M
LXP icon
3645
LXP Industrial Trust
LXP
$3.58B
– –
-142,040
Closed -$7.54M
LYV icon
3646
Live Nation Entertainment
LYV
$43.1B
– –
-208,166
Closed -$14.9M
MAG
3647
DELISTED
MAG Silver
MAG
– –
-154,800
Closed -$1.83M
MAS icon
3648
Masco
MAS
$14.7B
– –
-620,200
Closed -$29.8M
MATX icon
3649
Matsons
MATX
$6.38B
– –
-39,500
Closed -$1.61M
MFA
3650
MFA Financial
MFA
$926M
– –
-623,914
Closed -$19.1M
144 145
146
147 148

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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.