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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
PRSU
3826
Pursuit Attractions and Hospitality Inc
PRSU
$1.26B
– –
-44,600
Closed -$947K
ATSG
3827
DELISTED
Air Transport Services Group
ATSG
– –
-12,700
Closed -$232K
ITCI
3828
DELISTED
Intra-Cellular Therapies Inc.
ITCI
– –
-151,400
Closed -$2.33M
FBMS
3829
DELISTED
The First Bancshares, Inc.
FBMS
– –
-10,300
Closed -$196K
SILV
3830
DELISTED
SilverCrest Metals Inc. Common Shares
SILV
– –
-12,000
Closed -$63K
SUM
3831
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
– –
-37,237
Closed -$549K
RVNC
3832
DELISTED
Revance Therapeutics, Inc.
RVNC
– –
-472,700
Closed -$7M
FNCB
3833
DELISTED
FNCB Bancorp Inc. Common Stock
FNCB
– –
-11,500
Closed -$79K
SIX
3834
DELISTED
Six Flags Entertainment Corp.
SIX
– –
-1,398,200
Closed -$17.5M
THMO
3835
DELISTED
ThermoGenesis Holdings, Inc. Common Stock
THMO
– –
-3,184
Closed -$501K
DCPH
3836
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
– –
-418,600
Closed -$17.2M
SWAV
3837
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
– –
-25,200
Closed -$836K
AMJ
3838
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
– –
-60,300
Closed -$545K
ICD
3839
DELISTED
Independence Contract Drilling, Inc.
ICD
– –
-58,295
Closed -$82K
EIGR
3840
DELISTED
Eiger BioPharmaceuticals, Inc.
EIGR
– –
-9,039
Closed -$1.84M
VJET
3841
DELISTED
VOXELJET AG American Depositary Shares (each representing one Ordinary Share)
VJET
– –
-18,993
Closed -$83K
AYX
3842
DELISTED
Alteryx Inc
AYX
– –
-324,098
Closed -$30.8M
KRTX
3843
DELISTED
Karuna Therapeutics, Inc. Common Stock
KRTX
– –
-28,000
Closed -$2.02M
NEPT
3844
DELISTED
Neptune Wellness Solutions Inc. Ordinary Shares
NEPT
– –
-417
Closed -$686K
SIEN
3845
DELISTED
Sientra, Inc.
SIEN
– –
-21,050
Closed -$419K
BETS
3846
DELISTED
Bit Brother Limited Class A Ordinary Shares
BETS
– –
0
– -$9K
TBLT
3847
DELISTED
ToughBuilt Industries, Inc. Common Stock
TBLT
– –
0
– -$3K
ARCE
3848
DELISTED
Arco Platform Limited Class A Common Shares
ARCE
– –
-78,000
Closed -$3.3M
PACW
3849
DELISTED
PacWest Bancorp
PACW
– –
-31,000
Closed -$556K
SCU
3850
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
– –
-19,600
Closed -$265K
152 153
154
155 156

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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.