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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
TTI icon
3776
TETRA Technologies
TTI
$1.31B
– –
-1,409,386
Closed -$451K
TWO
3777
Two Harbors Investment
TWO
$1.26B
– –
-91,615
Closed -$1.4M
TXN icon
3778
Texas Instruments
TXN
$257B
– –
-351,500
Closed -$35.1M
TYL icon
3779
Tyler Technologies
TYL
$13.2B
– –
-3,700
Closed -$1.1M
TZA icon
3780
Direxion Daily Small Cap Bear 3x ETF
TZA
$203M
– –
-211
Closed -$1M
UAA icon
3781
Under Armour
UAA
$2.29B
– –
-478,881
Closed -$4.41M
UBSI icon
3782
United Bankshares
UBSI
$6.61B
– –
-153,604
Closed -$3.54M
UDOW icon
3783
ProShares UltraPro Dow 30
UDOW
$927M
– –
-96,400
Closed -$1.01M
UFPI icon
3784
UFP Industries
UFPI
$5.12B
– –
-192,509
Closed -$7.16M
URBN icon
3785
Urban Outfitters
URBN
$6.8B
– –
-14,500
Closed -$206K
USAS
3786
Americas Gold and Silver
USAS
$1.73B
– –
-173,227
Closed -$660K
USB icon
3787
US Bancorp
USB
$100B
– –
-494,012
Closed -$17M
V icon
3788
Visa
V
$677B
– –
-802,400
Closed -$129M
VDE icon
3789
Vanguard Energy ETF
VDE
$10.4B
– –
-33,800
Closed -$1.29M
VEEV icon
3790
Veeva Systems
VEEV
$38.4B
– –
-147,011
Closed -$23M
VFF icon
3791
Village Farms International
VFF
$297M
– –
-576,000
Closed -$1.65M
VICI icon
3792
VICI Properties
VICI
$28.6B
– –
-1,324,400
Closed -$22M
VIR icon
3793
Vir Biotechnology
VIR
$1.51B
– –
-58,500
Closed -$2M
VIST icon
3794
Vista Energy
VIST
$7.33B
– –
-26,900
Closed -$54K
VNQI icon
3795
Vanguard Global ex-US Real Estate ETF
VNQI
$3.51B
– –
-31,200
Closed -$1.34M
VRTS icon
3796
Virtus Investment Partners
VRTS
$1.11B
– –
-4,000
Closed -$304K
VSEC icon
3797
VSE Corp
VSEC
$6.79B
– –
-31,600
Closed -$518K
VSS icon
3798
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
– –
-7,785
Closed -$609K
VT icon
3799
Vanguard Total World Stock ETF
VT
$81.1B
– –
-19,900
Closed -$1.25M
VTLE
3800
DELISTED
Vital Energy
VTLE
– –
-7,365
Closed -$56K
150 151
152
153 154

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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.