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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
PXH icon
3701
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.97B
– –
-12,800
Closed -$198K
QDEL icon
3702
QuidelOrtho
QDEL
$959M
– –
-38,700
Closed -$3.79M
QMCO icon
3703
Quantum Corp
QMCO
$765M
– –
-2,980
Closed -$176K
QSR icon
3704
Restaurant Brands International
QSR
$25.6B
– –
-912,687
Closed -$36.5M
QTRX icon
3705
Quanterix
QTRX
$124M
– –
-12,800
Closed -$235K
RC
3706
Ready Capital
RC
$296M
– –
-83,076
Closed -$600K
RCKT icon
3707
Rocket Pharmaceuticals
RCKT
$384M
– –
-93,600
Closed -$1.31M
RCUS icon
3708
Arcus Biosciences
RCUS
$3.66B
– –
-261,416
Closed -$3.63M
REI icon
3709
Ring Energy
REI
$357M
– –
-392,633
Closed -$259K
REZI icon
3710
Resideo Technologies
REZI
$3.67B
– –
-176,500
Closed -$854K
RIG icon
3711
Transocean
RIG
$6.49B
– –
-178,597
Closed -$207K
RKDA icon
3712
Arcadia Biosciences
RKDA
$1.46M
– –
-1,102
Closed -$126K
ROAD icon
3713
Construction Partners
ROAD
$6.86B
– –
-81,000
Closed -$1.37M
HIND
3714
Vyome Holdings
HIND
$15.8M
– –
0
– -$28K
RWO icon
3715
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.27B
– –
-36,500
Closed -$1.31M
RWX icon
3716
State Street SPDR Dow Jones International Real Estate ETF
RWX
$267M
– –
-34,000
Closed -$910K
SAP icon
3717
SAP
SAP
$242B
– –
-461,600
Closed -$51M
FLNA
3718
Filana Therapeutics
FLNA
$46.9M
– –
-653,759
Closed -$2.69M
SBGI icon
3719
Sinclair Inc
SBGI
$989M
– –
-798,559
Closed -$12.8M
SBRA icon
3720
Sabra Healthcare REIT
SBRA
$5.07B
– –
-189,879
Closed -$2.07M
SBUX icon
3721
Starbucks
SBUX
$122B
– –
-891,559
Closed -$58.6M
SCCO icon
3722
Southern Copper
SCCO
$164B
– –
-206,493
Closed -$5.33M
SCHA icon
3723
Schwab U.S Small- Cap ETF
SCHA
$23.1B
– –
-25,200
Closed -$325K
SCHB icon
3724
Schwab US Broad Market ETF
SCHB
$44.7B
– –
-82,800
Closed -$834K
SCHC icon
3725
Schwab International Small-Cap Equity ETF
SCHC
$5.65B
– –
-13,500
Closed -$329K
147 148
149
150 151

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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.