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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
APRN
3851
DELISTED
Blue Apron Holdings, Inc. Class A Common Stock
APRN
– –
-17,508
Closed -$2.53M
CIR
3852
DELISTED
CIRCOR International, Inc
CIR
– –
-122,400
Closed -$1.42M
TRTN
3853
DELISTED
Triton International Limited
TRTN
– –
-49,600
Closed -$1.28M
LOV
3854
DELISTED
Spark Networks SE American Depositary Shares
LOV
– –
-36,400
Closed -$94K
YVR
3855
DELISTED
Liquid Media Group Ltd. Common Shares
YVR
– –
-9,633
Closed -$106K
ATTO
3856
DELISTED
Atento S.A.
ATTO
– –
-6,015
Closed -$33K
HEXO
3857
DELISTED
HEXO Corp. Common Shares
HEXO
– –
-9,443
Closed -$432K
ROCC
3858
DELISTED
Ranger Oil Corporation Class A Common Stock
ROCC
– –
-207,209
Closed -$640K
DBD
3859
DELISTED
Diebold Nixdorf Incorporated
DBD
– –
-115,281
Closed -$406K
BRMK
3860
DELISTED
Broadmark Realty Capital Inc. Common Stock
BRMK
– –
-249,200
Closed -$1.87M
BSMX
3861
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
– –
-531,173
Closed -$1.72M
BBBY
3862
DELISTED
Bed Bath & Beyond Inc
BBBY
– –
-1,182,360
Closed -$4.98M
FRC
3863
DELISTED
First Republic Bank
FRC
– –
-201,900
Closed -$16.6M
PRVB
3864
DELISTED
Provention Bio, Inc. Common Stock
PRVB
– –
-74,796
Closed -$688K
AIMC
3865
DELISTED
Altra Industrial Motion Corp
AIMC
– –
-556,116
Closed -$9.73M
COUP
3866
DELISTED
Coupa Software Incorporated
COUP
– –
-170,500
Closed -$23.8M
STOR
3867
DELISTED
STORE Capital Corporation
STOR
– –
-795,561
Closed -$14.4M
VIVE
3868
DELISTED
VIVEVE MED INC
VIVE
– –
-6,722
Closed -$46K
DS
3869
DELISTED
Drive Shack Inc.
DS
– –
-276,300
Closed -$420K
QTNT
3870
DELISTED
Quotient Limited Ordinary Shares
QTNT
– –
-13,393
Closed -$2.12M
MNDT
3871
DELISTED
Mandiant, Inc. Common Stock
MNDT
– –
-549,900
Closed -$5.82M
AXU
3872
DELISTED
Alexco Resource Corp
AXU
– –
-41,183
Closed -$50K
LMPX
3873
DELISTED
LMP Automotive Holdings, Inc. Common Stock
LMPX
– –
-52,700
Closed -$292K
RTLR
3874
DELISTED
Rattler Midstream LP Common Units
RTLR
– –
-233,087
Closed -$811K
DISCK
3875
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
– –
-28,905
Closed -$507K
153 154
155
156 157

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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.