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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
LIVN icon
3626
LivaNova
LIVN
$4.33B
– –
-118,194
Closed -$5.35M
LKQ icon
3627
LKQ Corp
LKQ
$6.25B
– –
-179,660
Closed -$3.69M
LOVE
3628
LoveSac
LOVE
$258M
– –
-17,676
Closed -$103K
LPL icon
3629
LG Display
LPL
$3.43B
– –
-33,286
Closed -$148K
LPLA icon
3630
LPL Financial
LPLA
$29.2B
– –
-16,100
Closed -$876K
LUMN icon
3631
Lumen
LUMN
$6.58B
– –
-660,657
Closed -$6.25M
LUV icon
3632
Southwest Airlines
LUV
$22.3B
– –
-3,485,300
Closed -$124M
LYB icon
3633
LyondellBasell Industries
LYB
$20.7B
– –
-98,300
Closed -$4.88M
M icon
3634
Macy's
M
$6.45B
– –
-3,174,564
Closed -$15.6M
MARA icon
3635
Marathon Digital Holdings
MARA
$3.74B
– –
-16,100
Closed -$7K
MAT icon
3636
Mattel
MAT
$4.29B
– –
-269,900
Closed -$2.38M
MCD icon
3637
McDonald's
MCD
$194B
– –
-447,864
Closed -$74.1M
MCRI icon
3638
Monarch Casino & Resort
MCRI
$2.19B
– –
-119,103
Closed -$3.34M
MDB icon
3639
MongoDB
MDB
$35.3B
– –
-97,300
Closed -$13.3M
MDIV icon
3640
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$429M
– –
-49,300
Closed -$578K
MDIA icon
3641
Mediaco Holding
MDIA
$78.3M
– –
-17,265
Closed -$73K
MESO
3642
Mesoblast
MESO
$2.19B
– –
-106,329
Closed -$931K
RJET
3643
Republic Airways Holdings
RJET
$976M
– –
-39,945
Closed -$1.97M
MGM icon
3644
MGM Resorts International
MGM
$11.1B
– –
-828,541
Closed -$9.78M
MGNX icon
3645
MacroGenics
MGNX
$249M
– –
-468,123
Closed -$2.72M
MGY icon
3646
Magnolia Oil & Gas
MGY
$6.16B
– –
-108,300
Closed -$433K
MIDD icon
3647
Middleby
MIDD
$5.43B
– –
-117,770
Closed -$6.7M
MIST icon
3648
Milestone Pharmaceuticals
MIST
$158M
– –
-10,242
Closed -$19K
MKSI icon
3649
MKS Inc
MKSI
$19.9B
– –
-257,020
Closed -$20.9M
MLI icon
3650
Mueller Industries
MLI
$15.1B
– –
-360,400
Closed -$2.16M
144 145
146
147 148

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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.