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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
QTWO icon
3726
Q2 Holdings
QTWO
$3.87B
– –
-63,000
Closed -$5.11M
RCL icon
3727
Royal Caribbean
RCL
$81.6B
– –
-241,982
Closed -$32.3M
LNAI
3728
Lunai Bioworks
LNAI
$10.8M
– –
-144
Closed -$58K
RF icon
3729
Regions Financial
RF
$26.8B
– –
-273,460
Closed -$4.69M
RITM icon
3730
Rithm Capital
RITM
$5.72B
– –
-2,061,444
Closed -$33.2M
RJF icon
3731
Raymond James Financial
RJF
$34.5B
– –
-103,613
Closed -$6.18M
RLJ icon
3732
RLJ Lodging Trust
RLJ
$1.65B
– –
-354,332
Closed -$6.28M
RMD icon
3733
ResMed
RMD
$32.2B
– –
-128,546
Closed -$19.9M
RNG icon
3734
RingCentral
RNG
$5.16B
– –
-155,800
Closed -$26.3M
ROK icon
3735
Rockwell Automation
ROK
$50.1B
– –
-218,700
Closed -$44.3M
ROP icon
3736
Roper Technologies
ROP
$38.9B
– –
-98,102
Closed -$34.8M
RPM icon
3737
RPM International
RPM
$14.8B
– –
-66,000
Closed -$5.07M
RRR icon
3738
Red Rock Resorts
RRR
$3.71B
– –
-179,800
Closed -$4.31M
RSPT icon
3739
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.94B
– –
-19,000
Closed -$376K
RTX icon
3740
RTX Corp
RTX
$297B
– –
-1,642,246
Closed -$155M
RWT
3741
Redwood Trust
RWT
$592M
– –
-656,700
Closed -$10.9M
SBFG icon
3742
SB Financial Group
SBFG
$170M
– –
-13,965
Closed -$262K
SCHV
3743
Schwab US Large-Cap Value ETF
SCHV
$16.2B
– –
-57,300
Closed -$1.15M
SE icon
3744
Sea Limited
SE
$79B
– –
-964,397
Closed -$38.8M
SFBS
3745
ServisFirst Bancshares
SFBS
$4.89B
– –
-26,300
Closed -$991K
OLOX
3746
Olenox Industries
OLOX
$4.57M
– –
-3
Closed -$52K
SGOL icon
3747
abrdn Physical Gold Shares ETF
SGOL
$7.56B
– –
-117,000
Closed -$1.71M
SHAK icon
3748
Shake Shack
SHAK
$2.87B
– –
-497,500
Closed -$29.6M
SHV icon
3749
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
– –
-129,626
Closed -$14.3M
SHW icon
3750
Sherwin-Williams
SHW
$88B
– –
-80,061
Closed -$15.6M
148 149
150
151 152

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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.