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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
NSIT icon
3676
Insight Enterprises
NSIT
$4.42B
– –
-58,773
Closed -$4.13M
NTLA icon
3677
Intellia Therapeutics
NTLA
$1.7B
– –
-36,700
Closed -$538K
NVEE
3678
DELISTED
NV5 Global
NVEE
– –
-227,600
Closed -$2.87M
NWL icon
3679
Newell Brands
NWL
$2.6B
– –
-252,727
Closed -$4.86M
NWSA icon
3680
News Corp Class A
NWSA
$15.3B
– –
-333,400
Closed -$4.71M
ADAM
3681
Adamas Trust
ADAM
$909M
– –
-1,295,725
Closed -$32.3M
ODP
3682
DELISTED
ODP
ODP
– –
-81,907
Closed -$2.24M
OEF icon
3683
iShares S&P 100 ETF
OEF
$20.4B
– –
-8,800
Closed -$1.27M
OGEN icon
3684
Oragenics
OGEN
$2.42M
– –
-81
Closed -$76K
OI icon
3685
O-I Glass
OI
$1.06B
– –
-184,000
Closed -$2.19M
OLN icon
3686
Olin
OLN
$2.13B
– –
-230,700
Closed -$3.98M
ONEQ icon
3687
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.8B
– –
-45,000
Closed -$1.57M
ORCL icon
3688
Oracle
ORCL
$429B
– –
-868,732
Closed -$46M
OSK icon
3689
Oshkosh
OSK
$9.52B
– –
-73,900
Closed -$7M
OTLK icon
3690
Outlook Therapeutics
OTLK
$215M
– –
-1,970
Closed -$23K
OTRK
3691
DELISTED
Ontrak
OTRK
– –
-130
Closed -$191K
PAA icon
3692
Plains All American Pipeline
PAA
$16.3B
– –
-279,800
Closed -$5.15M
PAG icon
3693
Penske Automotive Group
PAG
$14.3B
– –
-4,600
Closed -$231K
PANL icon
3694
Pangaea Logistics
PANL
$458M
– –
-26,300
Closed -$78K
PARA
3695
DELISTED
Paramount Global Class B
PARA
– –
-240,397
Closed -$10.1M
PBT
3696
Permian Basin Royalty Trust
PBT
$1.58B
– –
-13,009
Closed -$50K
PCEF icon
3697
Invesco CEF Income Composite ETF
PCEF
$819M
– –
-84,630
Closed -$1.97M
PCY icon
3698
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.39B
– –
-176,900
Closed -$5.23M
PDBC icon
3699
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.67B
– –
-28,000
Closed -$464K
PFGC icon
3700
Performance Food Group
PFGC
$17.1B
– –
-267,400
Closed -$13.8M
146 147
148
149 150

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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.