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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
WGO icon
3851
Winnebago Industries
WGO
$927M
– –
-137,442
Closed -$7.28M
WHR icon
3852
Whirlpool
WHR
$2.84B
– –
-89,557
Closed -$13.2M
WLK icon
3853
Westlake Corp
WLK
$10.3B
– –
-35,500
Closed -$2.49M
WLY icon
3854
John Wiley & Sons Class A
WLY
$2.52B
– –
-131,800
Closed -$6.39M
WMB icon
3855
Williams Companies
WMB
$88.4B
– –
-2,642,274
Closed -$62.7M
WOLF icon
3856
Wolfspeed
WOLF
$1.57B
– –
-1,082,532
Closed -$50M
WOR icon
3857
Worthington Enterprises
WOR
$2.79B
– –
-177,122
Closed -$4.61M
WPC icon
3858
W.P. Carey
WPC
$15.9B
– –
-18,252
Closed -$1.43M
XLB icon
3859
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
– –
-60,400
Closed -$1.85M
XLE icon
3860
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
– –
-416,600
Closed -$12.5M
XLF icon
3861
State Street Financial Select Sector SPDR ETF
XLF
$59B
– –
-293,500
Closed -$9.03M
XLU icon
3862
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
– –
-387,200
Closed -$12.5M
XLV icon
3863
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
– –
-19,000
Closed -$1.94M
XMMO icon
3864
Invesco S&P MidCap Momentum ETF
XMMO
$7.56B
– –
-7,800
Closed -$477K
XOM icon
3865
ExxonMobil
XOM
$657B
– –
-2,728,454
Closed -$190M
XPRO icon
3866
Expro Ltd
XPRO
$2.05B
– –
-4,983
Closed -$155K
XRT icon
3867
State Street SPDR S&P Retail ETF
XRT
$645M
– –
-42,549
Closed -$1.96M
YEXT icon
3868
Yext
YEXT
$572M
– –
-18,146
Closed -$262K
YMAB
3869
DELISTED
Y-mAbs Therapeutics
YMAB
– –
-26,000
Closed -$813K
NTRP icon
3870
NextTrip
NTRP
$23.1M
– –
-183
Closed -$36K
AIFC
3871
AI Financial Corp
AIFC
$58.7M
– –
-32,869
Closed -$97K
TRAW icon
3872
Traws Pharma
TRAW
$8.24M
– –
-1,720
Closed -$247K
CNR
3873
Core Natural Resources Inc
CNR
$4.65B
– –
-102,442
Closed -$1.49M
RPT
3874
Rithm Property Trust
RPT
$98.2M
– –
-2,864
Closed -$246K
INVX
3875
Innovex International
INVX
$2.11B
– –
-24,400
Closed -$1.15M
153 154
155
156 157

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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.