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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
KAMN
3901
DELISTED
Kaman Corp
KAMN
– –
-13,122
Closed -$865K
AAU
3902
DELISTED
Almaden Minerals Ltd
AAU
– –
-78,800
Closed -$46K
CASA
3903
DELISTED
Casa Systems, Inc. Common Stock
CASA
– –
-144,381
Closed -$591K
CPE
3904
DELISTED
Callon Petroleum Company
CPE
– –
-10,199
Closed -$493K
CBAY
3905
DELISTED
Cymabay Therapeutics
CBAY
– –
-424,840
Closed -$833K
CURO
3906
DELISTED
CURO Group Holdings Corp.
CURO
– –
-12,200
Closed -$149K
BFX
3907
DELISTED
BowFlex Inc.
BFX
– –
-35,700
Closed -$62K
MARK
3908
DELISTED
Remark Holdings, Inc.
MARK
– –
-23,571
Closed -$121K
MRTX
3909
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
– –
-62,100
Closed -$8M
SRC
3910
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
– –
-149,480
Closed -$7.35M
HEP
3911
DELISTED
Holly Energy Partners, L.P.
HEP
– –
-27,837
Closed -$617K
GHL
3912
DELISTED
Greenhill & Co., Inc.
GHL
– –
-35,000
Closed -$598K
HT
3913
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
– –
-139,400
Closed -$2.03M
NEWR
3914
DELISTED
New Relic, Inc.
NEWR
– –
-489,600
Closed -$32.2M
CEQP
3915
DELISTED
Crestwood Equity Partners LP
CEQP
– –
-29,556
Closed -$911K
CYTO
3916
DELISTED
Altamira Therapeutics Ltd
CYTO
– –
-114
Closed -$74K
MMP
3917
DELISTED
Magellan Midstream Partners, L.P.
MMP
– –
-54,366
Closed -$3.42M
FOCS
3918
DELISTED
Focus Financial Partners Inc. Class A
FOCS
– –
-51,601
Closed -$1.52M
IDEX
3919
DELISTED
Ideanomics, Inc. Common Stock
IDEX
– –
-1,694
Closed -$181K
SAL
3920
DELISTED
Salisbury Bancorp, Inc.
SAL
– –
-9,624
Closed -$220K
UNVR
3921
DELISTED
Univar Solutions Inc.
UNVR
– –
-1,054,617
Closed -$25.6M
NOVN
3922
DELISTED
Novan, Inc. Common Stock
NOVN
– –
-25,797
Closed -$815K
LHCG
3923
DELISTED
LHC Group LLC
LHCG
– –
-9,069
Closed -$1.25M
CEA
3924
DELISTED
China Eastern Airlines
CEA
– –
-21,100
Closed -$578K
ASAP
3925
DELISTED
Waitr Holdings Inc. Common Stock
ASAP
– –
-2,020
Closed -$13K
155 156
157
158 159

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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.