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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
OPRT icon
3676
Oportun Financial
OPRT
$350M
– –
-27,360
Closed -$289K
ORLY icon
3677
O'Reilly Automotive
ORLY
$74.9B
– –
-2,377,920
Closed -$47.7M
OSW icon
3678
OneSpaWorld
OSW
$2.64B
– –
-164,300
Closed -$667K
OVV icon
3679
Ovintiv
OVV
$17.6B
– –
-1,570,901
Closed -$4.29M
OXM icon
3680
Oxford Industries
OXM
$542M
– –
-30,300
Closed -$1.1M
OXY icon
3681
Occidental Petroleum
OXY
$59B
– –
-2,927,784
Closed -$33.9M
PAGP icon
3682
Plains GP Holdings
PAGP
$4.97B
– –
-885,090
Closed -$4.96M
PALL icon
3683
abrdn Physical Palladium Shares ETF
PALL
$673M
– –
-11,250
Closed -$500K
PAR icon
3684
PAR Technology
PAR
$721M
– –
-46,200
Closed -$594K
PBA icon
3685
Pembina Pipeline
PBA
$28.3B
– –
-38,364
Closed -$722K
PBF icon
3686
PBF Energy
PBF
$8.22B
– –
-561,600
Closed -$3.98M
PDFS icon
3687
PDF Solutions
PDFS
$2.08B
– –
-86,100
Closed -$1.01M
PDS
3688
Precision Drilling
PDS
$1.07B
– –
-22,367
Closed -$140K
PEGA icon
3689
Pegasystems
PEGA
$5.44B
– –
-6,848
Closed -$244K
PFE icon
3690
Pfizer
PFE
$152B
– –
-2,742,443
Closed -$84.9M
PFG icon
3691
Principal Financial Group
PFG
$24.2B
– –
-300,926
Closed -$9.43M
PID icon
3692
Invesco International Dividend Achievers ETF
PID
$913M
– –
-20,600
Closed -$234K
PLOW icon
3693
Douglas Dynamics
PLOW
$979M
– –
-10,600
Closed -$376K
PLUG icon
3694
Plug Power
PLUG
$3.1B
– –
-1,930,300
Closed -$6.83M
PLUR icon
3695
Pluri
PLUR
$18.9M
– –
-31,191
Closed -$916K
PMT
3696
PennyMac Mortgage Investment
PMT
$824M
– –
-490,200
Closed -$5.21M
PPBT
3697
Purple Biotech
PPBT
$2.52M
– –
-189
Closed -$116K
PPG icon
3698
PPG Industries
PPG
$25.8B
– –
-391,400
Closed -$32.7M
PRFZ icon
3699
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.88B
– –
-24,000
Closed -$429K
PRPO icon
3700
Precipio
PRPO
$39.9M
– –
-4,085
Closed -$57K
146 147
148
149 150

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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.