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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
TTNP
3801
DELISTED
Titan Pharmaceuticals
TTNP
– –
-534
Closed -$62K
TWST icon
3802
Twist Bioscience
TWST
$7.72B
– –
-9,800
Closed -$206K
TX icon
3803
Ternium
TX
$10.7B
– –
-13,700
Closed -$301K
TXRH icon
3804
Texas Roadhouse
TXRH
$13.8B
– –
-54,372
Closed -$3.06M
TXT icon
3805
Textron
TXT
$15.2B
– –
-277,700
Closed -$12.4M
UAVS icon
3806
AgEagle Aerial Systems
UAVS
$58.3M
– –
-18
Closed -$8K
UBCP icon
3807
United Bancorp
UBCP
$93M
– –
-11,400
Closed -$163K
UHAL icon
3808
U-Haul Holding Co
UHAL
$14.3B
– –
-111,660
Closed -$4.2M
UHS icon
3809
Universal Health Services
UHS
$9.94B
– –
-192,000
Closed -$27.5M
UNM icon
3810
Unum
UNM
$14.2B
– –
-64,600
Closed -$1.88M
UPRO icon
3811
ProShares UltraPro S&P 500
UPRO
$5.7B
– –
-10,800
Closed -$378K
UPS icon
3812
United Parcel Service
UPS
$88.8B
– –
-378,100
Closed -$44.3M
URTH icon
3813
iShares MSCI World ETF
URTH
$8.32B
– –
-7,900
Closed -$780K
USAC icon
3814
USA Compression Partners
USAC
$3.75B
– –
-13,737
Closed -$249K
USIG icon
3815
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
– –
-16,797
Closed -$979K
UWM icon
3816
ProShares Ultra Russell2000
UWM
$244M
– –
-6,000
Closed -$231K
VBK icon
3817
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.7B
– –
-1,900
Closed -$378K
VCIT icon
3818
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
– –
-55,500
Closed -$5.07M
VCLT icon
3819
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.74B
– –
-10,600
Closed -$1.07M
VCR icon
3820
Vanguard Consumer Discretionary ETF
VCR
$6.15B
– –
-4,800
Closed -$910K
VEON icon
3821
VEON
VEON
$3.9B
– –
-71,462
Closed -$4.52M
VET icon
3822
Vermilion Energy
VET
$1.73B
– –
-159,160
Closed -$2.6M
VHT icon
3823
Vanguard Health Care ETF
VHT
$19B
– –
-4,200
Closed -$805K
VIS icon
3824
Vanguard Industrials ETF
VIS
$8.49B
– –
-2,100
Closed -$323K
VMBS icon
3825
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
– –
-133,006
Closed -$7.07M
151 152
153
154 155

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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.