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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
MLPA icon
3651
Global X MLP ETF
MLPA
$2.28B
– –
-15,097
Closed -$285K
MLSS icon
3652
Milestone Scientific
MLSS
$43M
– –
-217,400
Closed -$272K
MS icon
3653
Morgan Stanley
MS
$338B
– –
-56,500
Closed -$1.92M
MSBI icon
3654
Midland States Bancorp
MSBI
$692M
– –
-52,300
Closed -$915K
MSI icon
3655
Motorola Solutions
MSI
$77.3B
– –
-371,015
Closed -$49.3M
MTCH icon
3656
Match Group
MTCH
$8.45B
– –
-96,000
Closed -$6.34M
MTRX icon
3657
Matrix Service
MTRX
$330M
– –
-51,500
Closed -$488K
MTZ icon
3658
MasTec
MTZ
$21.9B
– –
-147,300
Closed -$4.82M
MWA icon
3659
Mueller Water Products
MWA
$4.09B
– –
-496,700
Closed -$3.98M
MXL icon
3660
MaxLinear
MXL
$6.26B
– –
-411,713
Closed -$4.8M
MYRG icon
3661
MYR Group
MYRG
$5.14B
– –
-12,600
Closed -$330K
MYSZ icon
3662
My Size
MYSZ
$1.84M
– –
-83
Closed -$27K
NAIL icon
3663
Direxion Daily Homebuilders & Supplies Bull 3X ETF
NAIL
$613M
– –
-32,500
Closed -$333K
NGVT icon
3664
Ingevity
NGVT
$2.67B
– –
-38,600
Closed -$1.36M
NNBR icon
3665
NN Inc
NNBR
$301M
– –
-261,902
Closed -$453K
NNDM
3666
Nano Dimension
NNDM
$349M
– –
-12,000
Closed -$11K
NOK icon
3667
Nokia
NOK
$52.7B
– –
-3,586,680
Closed -$11.1M
NSC icon
3668
Norfolk Southern
NSC
$75.2B
– –
-2,326
Closed -$340K
NTB icon
3669
Bank of N.T. Butterfield & Son
NTB
$2.49B
– –
-102,800
Closed -$1.75M
NUGT icon
3670
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$1.21B
– –
-20,980
Closed -$713K
NUWE icon
3671
Nuwellis
NUWE
$539K
– –
0
– -$9K
OBE
3672
Obsidian Energy
OBE
$710M
– –
-195,356
Closed -$32K
OGI
3673
Organigram Holdings
OGI
$173M
– –
-66,289
Closed -$530K
OGS icon
3674
ONE Gas
OGS
$5B
– –
-26,600
Closed -$2.22M
ONCY
3675
Oncolytics Biotech
ONCY
$97.9M
– –
-41,999
Closed -$58K
145 146
147
148 149

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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.