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
SID icon
3751
Companhia Siderúrgica Nacional
SID
$1.15B
– –
-206,376
Closed -$712K
SIL icon
3752
Global X Silver Miners ETF NEW
SIL
$4.86B
– –
-11,000
Closed -$365K
SJNK icon
3753
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.79B
– –
-521,697
Closed -$14.1M
SJT
3754
San Juan Basin Royalty Trust
SJT
$126M
– –
-10,700
Closed -$27K
SMH icon
3755
VanEck Semiconductor ETF
SMH
$70.6B
– –
-81,058
Closed -$5.73M
SND icon
3756
Smart Sand
SND
$200M
– –
-40,200
Closed -$101K
SNPS icon
3757
Synopsys
SNPS
$78.7B
– –
-215,934
Closed -$30.1M
SONN
3758
DELISTED
Sonnet BioTherapeutics
SONN
– –
-1
Closed -$34K
SPAB icon
3759
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.92B
– –
-99,900
Closed -$2.94M
SPB icon
3760
Spectrum Brands
SPB
$2.02B
– –
-240,084
Closed -$15.4M
SPH icon
3761
Suburban Propane Partners
SPH
$1.17B
– –
-12,116
Closed -$265K
SPIB icon
3762
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
– –
-187,363
Closed -$6.62M
SPWH icon
3763
Sportsman's Warehouse
SPWH
$46.8M
– –
-271,100
Closed -$2.18M
SPXL icon
3764
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.21B
– –
-11,600
Closed -$767K
SQM icon
3765
Sociedad Química y Minera de Chile
SQM
$20.6B
– –
-212,500
Closed -$5.67M
SRLN icon
3766
State Street Blackstone Senior Loan ETF
SRLN
$5.36B
– –
-303,586
Closed -$14.1M
SSO icon
3767
ProShares Ultra S&P500
SSO
$8.35B
– –
-131,200
Closed -$2.47M
SSTI icon
3768
SoundThinking
SSTI
$105M
– –
-18,500
Closed -$472K
STAA icon
3769
STAAR Surgical
STAA
$1.24B
– –
-14,900
Closed -$524K
SSYS icon
3770
Stratasys
SSYS
$782M
– –
-394,152
Closed -$7.97M
STAG icon
3771
STAG Industrial
STAG
$7.08B
– –
-638,600
Closed -$20.2M
STNG icon
3772
Scorpio Tankers
STNG
$3.72B
– –
-11,919
Closed -$469K
STPZ icon
3773
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$524M
– –
-4,500
Closed -$236K
STRO icon
3774
Sutro Biopharma
STRO
$415M
– –
-1,030
Closed -$113K
STZ icon
3775
Constellation Brands
STZ
$22.9B
– –
-242,400
Closed -$46M
149 150
151
152 153

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.