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
VMC icon
3826
Vulcan Materials
VMC
$37.3B
– –
-18,965
Closed -$2.73M
VNO icon
3827
Vornado Realty Trust
VNO
$7.24B
– –
-67,175
Closed -$4.47M
VNQ icon
3828
Vanguard Real Estate ETF
VNQ
$38.3B
– –
-25,000
Closed -$2.32M
VNRX icon
3829
VolitionRx Ltd
VNRX
$8.61M
– –
-2,615
Closed -$248K
VOE icon
3830
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.4B
– –
-9,400
Closed -$1.12M
VONE icon
3831
Vanguard Russell 1000 ETF
VONE
$8.65B
– –
-1,600
Closed -$236K
VONV icon
3832
Vanguard Russell 1000 Value ETF
VONV
$22B
– –
-10,800
Closed -$647K
VOOG icon
3833
Vanguard S&P 500 Growth ETF
VOOG
$27.1B
– –
-30,000
Closed -$872K
VOOV icon
3834
Vanguard S&P 500 Value ETF
VOOV
$6.76B
– –
-4,900
Closed -$616K
VOT icon
3835
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.8B
– –
-3,400
Closed -$540K
VOYA icon
3836
Voya Financial
VOYA
$8.9B
– –
-83,900
Closed -$5.12M
VPL icon
3837
Vanguard FTSE Pacific ETF
VPL
$8.42B
– –
-4,200
Closed -$292K
VRCA icon
3838
Verrica Pharmaceuticals
VRCA
$89.7M
– –
-1,390
Closed -$221K
VRNA
3839
DELISTED
Verona Pharma
VRNA
– –
-12,500
Closed -$72K
VSTM icon
3840
Verastem
VSTM
$638M
– –
-7,867
Closed -$126K
VTIP icon
3841
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
– –
-117,594
Closed -$5.79M
VTRS icon
3842
Viatris
VTRS
$18.7B
– –
-503,100
Closed -$10.1M
VUZI icon
3843
Vuzix
VUZI
$220M
– –
-29,800
Closed -$60K
VWOB icon
3844
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.22B
– –
-66,947
Closed -$5.45M
YARW
3845
Yarrow Bioscience, Inc. Common Stock
YARW
$115M
– –
-42
Closed -$704K
WAB icon
3846
Wabtec
WAB
$50.3B
– –
-328,195
Closed -$25.5M
WATT icon
3847
Energous
WATT
$103M
– –
-93
Closed -$99K
WELL icon
3848
Welltower
WELL
$163B
– –
-310,760
Closed -$25.4M
WEN icon
3849
Wendy's
WEN
$1.44B
– –
-596,482
Closed -$13.2M
WES icon
3850
Western Midstream Partners
WES
$19.9B
– –
-98,705
Closed -$1.94M
152 153
154
155 156

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.