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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
MGC icon
3651
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
– –
-6,800
Closed -$760K
MGNI icon
3652
Magnite
MGNI
$3.46B
– –
-858,419
Closed -$7M
MGV icon
3653
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.7B
– –
-6,700
Closed -$584K
MHK icon
3654
Mohawk Industries
MHK
$9.14B
– –
-204,500
Closed -$27.9M
MLM icon
3655
Martin Marietta Materials
MLM
$32.7B
– –
-49,470
Closed -$13.8M
MNA icon
3656
IQ ARB Merger Arbitrage ETF
MNA
$253M
– –
-19,101
Closed -$634K
MNKD icon
3657
MannKind Corp
MNKD
$1.25B
– –
-364,075
Closed -$470K
MOG.A icon
3658
Moog Inc Class A
MOG.A
$13.3B
– –
-111,800
Closed -$9.54M
MOO icon
3659
VanEck Agribusiness ETF
MOO
$969M
– –
-3,000
Closed -$206K
MOS icon
3660
The Mosaic Company
MOS
$7.16B
– –
-879,400
Closed -$19M
MOV icon
3661
Movado Group
MOV
$806M
– –
-56,536
Closed -$1.23M
MPC icon
3662
Marathon Petroleum
MPC
$95.6B
– –
-2,392,199
Closed -$144M
MRCY icon
3663
Mercury Systems
MRCY
$6.58B
– –
-32,635
Closed -$2.25M
MREO
3664
Mereo BioPharma
MREO
$46.3M
– –
-126,323
Closed -$414K
MRTN icon
3665
Marten Transport
MRTN
$1.21B
– –
-17,400
Closed -$249K
MYGN icon
3666
Myriad Genetics
MYGN
$301M
– –
-95,900
Closed -$2.61M
NAK
3667
Northern Dynasty Minerals
NAK
$953M
– –
-226,370
Closed -$97K
NAVI icon
3668
Navient
NAVI
$795M
– –
-620,800
Closed -$8.49M
NDLS icon
3669
Noodles & Co
NDLS
$97.6M
– –
-8,723
Closed -$387K
NDSN icon
3670
Nordson
NDSN
$17.3B
– –
-33,514
Closed -$5.46M
NEGG icon
3671
Newegg Commerce
NEGG
$385M
– –
-513
Closed -$28K
NEXT icon
3672
NextDecade
NEXT
$1.82B
– –
-18,200
Closed -$112K
NG icon
3673
NovaGold Resources
NG
$3.51B
– –
-17,690
Closed -$159K
NNI icon
3674
Nelnet
NNI
$4.5B
– –
-20,100
Closed -$1.17M
NNVC icon
3675
NanoViricides
NNVC
$34.7M
– –
-87,689
Closed -$220K
145 146
147
148 149

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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.