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
GPUS
3876
Hyperscale Data Inc
GPUS
$55.2M
– –
0
– -$18K
PENG
3877
Penguin Solutions Inc
PENG
$2.94B
– –
-183,200
Closed -$3.48M
AIFU
3878
AIFU Inc
AIFU
$219M
– –
-94
Closed -$974K
ONC
3879
BeOne Medicines Ltd
ONC
$40.6B
– –
-30,619
Closed -$5.08M
ACCS
3880
ACCESS Newswire
ACCS
$20.8M
– –
-10,101
Closed -$118K
QVCGA
3881
DELISTED
QVC Group Inc Series A
QVCGA
– –
-50,506
Closed -$20.7M
JOYY
3882
JOYY Inc
JOYY
$3.7B
– –
-18,939
Closed -$1M
BECN
3883
DELISTED
Beacon Roofing Supply, Inc.
BECN
– –
-8,257
Closed -$264K
SYRS
3884
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
– –
-12,909
Closed -$892K
HTLF
3885
DELISTED
Heartland Financial USA, Inc.
HTLF
– –
-47,400
Closed -$2.36M
AKTS
3886
DELISTED
Akoustis Technologies Inc
AKTS
– –
-26,552
Closed -$212K
AUMN
3887
DELISTED
Golden Minerals Company
AUMN
– –
-11,992
Closed -$93K
TCS
3888
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
– –
-1,984
Closed -$126K
RCM
3889
DELISTED
R1 RCM Inc. Common Stock
RCM
– –
-150,398
Closed -$1.95M
PETQ
3890
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
– –
-176,800
Closed -$4.43M
DXYN
3891
DELISTED
Dixie Group Inc
DXYN
– –
-46,698
Closed -$53K
ASXC
3892
DELISTED
Asensus Surgical, Inc.
ASXC
– –
-53,956
Closed -$79K
WRK
3893
DELISTED
WestRock Company
WRK
– –
-35,032
Closed -$1.5M
CMLS
3894
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
– –
-67,804
Closed -$1.19M
MRNS
3895
DELISTED
Marinus Pharmaceuticals, Inc
MRNS
– –
-3,650
Closed -$32K
OPGN
3896
DELISTED
OpGen, Inc
OPGN
– –
-341
Closed -$77K
NURO
3897
DELISTED
NeuroMetrix, Inc. Common Stock
NURO
– –
-7,172
Closed -$247K
NS
3898
DELISTED
NuStar Energy L.P.
NS
– –
-36,296
Closed -$938K
AEL
3899
DELISTED
American Equity Investment Life Holding Company
AEL
– –
-113,300
Closed -$3.39M
YTEN
3900
DELISTED
Yield10 Bioscience, Inc. Common Stock
YTEN
– –
-607
Closed -$100K
154 155
156
157 158

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.