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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
SCHH icon
3726
Schwab US REIT ETF
SCHH
$11.1B
– –
-14,600
Closed -$239K
SCHM icon
3727
Schwab US Mid-Cap ETF
SCHM
$15.1B
– –
-18,000
Closed -$253K
SCI icon
3728
Service Corp International
SCI
$11.4B
– –
-82,900
Closed -$3.24M
SDIV icon
3729
Global X SuperDividend ETF
SDIV
$1.21B
– –
-24,433
Closed -$683K
SDOW icon
3730
ProShares UltraPro Short Dow 30
SDOW
$185M
– –
-719
Closed -$554K
SDS icon
3731
ProShares UltraShort S&P500
SDS
$371M
– –
-648
Closed -$493K
SGRY icon
3732
Surgery Partners
SGRY
$1.96B
– –
-192,068
Closed -$1.25M
SHG icon
3733
Shinhan Financial Group
SHG
$34.3B
– –
-25,300
Closed -$590K
SHIP icon
3734
Seanergy Maritime Holdings
SHIP
$345M
– –
-1,009
Closed -$25K
SITE icon
3735
SiteOne Landscape Supply
SITE
$4.32B
– –
-155,100
Closed -$11.4M
SKX
3736
DELISTED
Skechers
SKX
– –
-694,800
Closed -$16.5M
SLG icon
3737
SL Green Realty
SLG
$3.95B
– –
-1,724,491
Closed -$72M
DCOY
3738
Decoy Therapeutics
DCOY
$2.06M
– –
-6
Closed -$155K
SLV icon
3739
iShares Silver Trust
SLV
$31.5B
– –
-259,306
Closed -$3.38M
SLYV icon
3740
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.06B
– –
-8,400
Closed -$343K
SM icon
3741
SM Energy
SM
$7.73B
– –
-1,825,300
Closed -$2.23M
SMPL icon
3742
Simply Good Foods
SMPL
$961M
– –
-745,936
Closed -$14.4M
SMSI icon
3743
Smith Micro Software
SMSI
$16.6M
– –
-3,170
Closed -$534K
SNBR
3744
DELISTED
Sleep Number
SNBR
– –
-157,400
Closed -$3.02M
SNDL icon
3745
Sundial Growers
SNDL
$323M
– –
-20,750
Closed -$133K
SOXL icon
3746
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$22.7B
– –
-36,000
Closed -$227K
SPCE icon
3747
Virgin Galactic
SPCE
$498M
– –
-48,256
Closed -$14.3M
SPG icon
3748
Simon Property Group
SPG
$71B
– –
-1,003,805
Closed -$55.1M
SPLV icon
3749
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
– –
-13,000
Closed -$610K
SPTM icon
3750
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
– –
-7,300
Closed -$230K
148 149
150
151 152

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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.