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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
VNE
3876
DELISTED
Veoneer, Inc.
VNE
– –
-35,000
Closed -$256K
INFO
3877
DELISTED
IHS Markit Ltd. Common Shares
INFO
– –
-585,266
Closed -$35.1M
RRD
3878
DELISTED
RR Donnelley & Sons Co.
RRD
– –
-303,206
Closed -$291K
BXRX
3879
DELISTED
Baudax Bio, Inc. Common Stock
BXRX
– –
-11
Closed -$37K
SC
3880
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
– –
-343,000
Closed -$4.77M
TGP
3881
DELISTED
Teekay LNG Partners L.P.
TGP
– –
-56,083
Closed -$549K
ATH
3882
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
– –
-255,280
Closed -$6.34M
CXP
3883
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
– –
-671,108
Closed -$8.39M
CVA
3884
DELISTED
Covanta Holding Corporation
CVA
– –
-1,172,031
Closed -$10M
INOV
3885
DELISTED
Inovalon Holdings, Inc. Class A Common Stock
INOV
– –
-193,800
Closed -$3.23M
FLXN
3886
DELISTED
Flexion Therapeutics, Inc.
FLXN
– –
-12,700
Closed -$100K
SVBI
3887
DELISTED
Severn Bancorp Inc/MD
SVBI
– –
-11,300
Closed -$73K
NNA
3888
DELISTED
Navios Maritime Acquisition Corporation
NNA
– –
-28,702
Closed -$138K
TRMT
3889
DELISTED
Tremont Mortgage Trust Common Shares of Beneficial Interest
TRMT
– –
-52,946
Closed -$111K
USCR
3890
DELISTED
U S Concrete, Inc.
USCR
– –
-36,600
Closed -$664K
BPYU
3891
DELISTED
Brookfield Property REIT Inc. Class A Common Stock
BPYU
– –
-150,100
Closed -$1.27M
BPY
3892
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
– –
-915,700
Closed -$7.38M
HOME
3893
DELISTED
At Home Group Inc.
HOME
– –
-13,558
Closed -$27K
WORK
3894
DELISTED
Slack Technologies, Inc.
WORK
– –
-129,300
Closed -$3.47M
DSSI
3895
DELISTED
Diamond S Shipping Inc. Common Shares
DSSI
– –
-47,300
Closed -$559K
MSGN
3896
DELISTED
MSG Networks Inc.
MSGN
– –
-257,600
Closed -$2.63M
WTRE
3897
DELISTED
Watford Holdings Ltd. Common Shares
WTRE
– –
-21,400
Closed -$314K
LINX
3898
DELISTED
Linx S.A.
LINX
– –
-65,500
Closed -$212K
APHA
3899
DELISTED
Aphria Inc. Common Shares
APHA
– –
-450,159
Closed -$1.37M
MIK
3900
DELISTED
Michaels Stores, Inc
MIK
– –
-1,790,050
Closed -$2.9M
154 155
156
157 158

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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.