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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
VTSI icon
3801
VirTra
VTSI
$35.6M
– –
-23,289
Closed -$52K
VTV icon
3802
Vanguard Morningstar Value ETF
VTV
$192B
– –
-10,200
Closed -$908K
VTWO icon
3803
Vanguard Russell 2000 ETF
VTWO
$17.3B
– –
-12,600
Closed -$581K
VV icon
3804
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
– –
-4,900
Closed -$580K
VWO icon
3805
Vanguard FTSE Emerging Markets ETF
VWO
$125B
– –
-30,100
Closed -$1.01M
VYMI icon
3806
Vanguard International High Dividend Yield ETF
VYMI
$21.2B
– –
-14,700
Closed -$666K
WB icon
3807
Weibo
WB
$1.93B
– –
-367,908
Closed -$12.2M
WRAP icon
3808
Wrap Technologies
WRAP
$104M
– –
-90,289
Closed -$385K
WTRG icon
3809
Essential Utilities
WTRG
$11.4B
– –
-22,400
Closed -$912K
WWD icon
3810
Woodward
WWD
$21.1B
– –
-140,884
Closed -$8.37M
X
3811
DELISTED
US Steel
X
– –
-246,000
Closed -$1.55M
XOP icon
3812
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.67B
– –
-29,300
Closed -$964K
XPEL icon
3813
XPEL
XPEL
$1.32B
– –
-55,800
Closed -$559K
XWEL icon
3814
XWELL
XWEL
$8.36M
– –
-775
Closed -$9K
ZION icon
3815
Zions Bancorporation
ZION
$10.4B
– –
-532,795
Closed -$14.3M
ZLAB icon
3816
Zai Lab
ZLAB
$2.92B
– –
-182,831
Closed -$9.41M
ZROZ icon
3817
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.3B
– –
-2,400
Closed -$419K
ZVRA icon
3818
Zevra Therapeutics
ZVRA
$673M
– –
-10,662
Closed -$38K
ZYXI
3819
DELISTED
Zynex
ZYXI
– –
-127,380
Closed -$1.28M
LFWD icon
3820
ReWalk Robotics
LFWD
$21.3M
– –
-2,738
Closed -$99K
DAY
3821
DELISTED
Dayforce
DAY
– –
-115,200
Closed -$5.79M
VRN
3822
DELISTED
Veren
VRN
– –
-5,893,270
Closed -$4.55M
QCLS
3823
Q/C Technologies Inc
QCLS
$22.7M
– –
-7
Closed -$89K
NBIS
3824
Nebius Group N.V.
NBIS
$49.1B
– –
-57,200
Closed -$1.95M
MAGN
3825
Magnera Corp
MAGN
$444M
– –
-4,185
Closed -$665K
151 152
153
154 155

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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.