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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
SPTS icon
3751
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.11B
– –
-173,000
Closed -$5.32M
SPXS icon
3752
Direxion Daily S&P 500 Bear 3x ETF
SPXS
$336M
– –
-485
Closed -$773K
SPXU icon
3753
ProShares UltraPro Short S&P 500
SPXU
$388M
– –
-431
Closed -$1.04M
SPY icon
3754
State Street SPDR S&P 500 ETF Trust
SPY
$807B
– –
-2,503
Closed -$645K
SPYD icon
3755
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.7B
– –
-32,500
Closed -$800K
SPYG icon
3756
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.9B
– –
-36,300
Closed -$1.3M
STLA icon
3757
Stellantis
STLA
$20.5B
– –
-2,601,607
Closed -$18.8M
STT icon
3758
State Street
STT
$51.4B
– –
-471,731
Closed -$25.1M
STWD icon
3759
Starwood Property Trust
STWD
$6.17B
– –
-524,984
Closed -$5.38M
STXS icon
3760
Stereotaxis
STXS
$145M
– –
-33,788
Closed -$102K
SWKS icon
3761
Skyworks Solutions
SWKS
$10.3B
– –
-649,583
Closed -$58.1M
SWTX
3762
DELISTED
SpringWorks Therapeutics
SWTX
– –
-15,200
Closed -$410K
SYF icon
3763
Synchrony
SYF
$25.5B
– –
-145,442
Closed -$2.34M
TAN icon
3764
Invesco Solar ETF
TAN
$1.38B
– –
-16,400
Closed -$414K
TDW icon
3765
Tidewater
TDW
$4.54B
– –
-16,000
Closed -$113K
TECK icon
3766
Teck Resources
TECK
$32.4B
– –
-1,014,896
Closed -$7.68M
TEF
3767
DELISTED
Telefonica
TEF
– –
-412,235
Closed -$1.52M
TGS icon
3768
Transportadora de Gas del Sur
TGS
$4.22B
– –
-73,177
Closed -$337K
THM
3769
International Tower Hill Mines
THM
$740M
– –
-74,678
Closed -$28K
TIPT icon
3770
Tiptree Inc
TIPT
$671M
– –
-12,700
Closed -$66K
TMHC
3771
DELISTED
Taylor Morrison
TMHC
– –
-120,453
Closed -$1.32M
TNA icon
3772
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.47B
– –
-10,600
Closed -$175K
TNC icon
3773
Tennant Co
TNC
$1.13B
– –
-8,145
Closed -$472K
TNXP icon
3774
Tonix Pharmaceuticals
TNXP
$212M
– –
0
– -$217K
TRV icon
3775
Travelers Companies
TRV
$78.3B
– –
-175,845
Closed -$17.5M
149 150
151
152 153

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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.