We are live on ! Find out more
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
PGF icon
3701
Invesco Financial Preferred ETF
PGF
$668M
– –
-90,720
Closed -$1.71M
PGX icon
3702
Invesco Preferred ETF
PGX
$3.77B
– –
-622,978
Closed -$9.35M
PJT icon
3703
PJT Partners
PJT
$4.51B
– –
-6,400
Closed -$289K
PKOH icon
3704
Park-Ohio Holdings
PKOH
$717M
– –
-12,183
Closed -$410K
PKW icon
3705
Invesco BuyBack Achievers ETF
PKW
$1.77B
– –
-5,400
Closed -$372K
PLBC icon
3706
Plumas Bancorp
PLBC
$434M
– –
-13,780
Closed -$364K
PLG
3707
Platinum Group Metals
PLG
$198M
– –
-49,859
Closed -$84K
PMTS icon
3708
CPI Card Group
PMTS
$354M
– –
-148,882
Closed -$134K
PNFP icon
3709
Pinnacle Financial Partners Inc
PNFP
$15.9B
– –
-20,800
Closed -$1.33M
PRLB icon
3710
Protolabs
PRLB
$2.18B
– –
-9,300
Closed -$944K
PSI icon
3711
Invesco Semiconductors ETF
PSI
$2.6B
– –
-10,800
Closed -$242K
PSK icon
3712
State Street SPDR ICE Preferred Securities ETF
PSK
$683M
– –
-13,220
Closed -$582K
PSX icon
3713
Phillips 66
PSX
$89.7B
– –
-1,922,902
Closed -$214M
PTC icon
3714
PTC
PTC
$16.1B
– –
-336,700
Closed -$25.2M
PVH icon
3715
PVH
PVH
$3.83B
– –
-61,275
Closed -$6.44M
PWV icon
3716
Invesco Large Cap Value ETF
PWV
$1.78B
– –
-8,900
Closed -$368K
PXS icon
3717
Pyxis Tankers
PXS
$51.8M
– –
-10,688
Closed -$48K
PYPL icon
3718
PayPal
PYPL
$49.9B
– –
-380,871
Closed -$41.2M
PZA icon
3719
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.27B
– –
-39,944
Closed -$1.06M
PZG icon
3720
Paramount Gold Nevada
PZG
$134M
– –
-53,700
Closed -$42K
QAI icon
3721
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$1.03B
– –
-20,099
Closed -$619K
QDF icon
3722
FlexShares Quality Dividend Index Fund
QDF
$2.28B
– –
-4,800
Closed -$233K
QLD icon
3723
ProShares Ultra QQQ
QLD
$14.2B
– –
-69,600
Closed -$1.06M
AIXC
3724
AIxCrypto Holdings Inc
AIXC
$15.5M
– –
-26
Closed -$55K
QTEC icon
3725
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.84B
– –
-4,400
Closed -$440K
147 148
149
150 151

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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.