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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
OTEL
3901
DELISTED
Otelco, Inc. Class A
OTEL
– –
-10,218
Closed -$48K
EV
3902
DELISTED
Eaton Vance Corp.
EV
– –
-20,300
Closed -$655K
OSB
3903
DELISTED
Norbord Inc.
OSB
– –
-324,170
Closed -$3.84M
PE
3904
DELISTED
PARSLEY ENERGY INC
PE
– –
-1,320,837
Closed -$7.57M
NGHC
3905
DELISTED
National General Holdings Corp
NGHC
– –
-79,800
Closed -$1.32M
TCO
3906
DELISTED
Taubman Centers Inc.
TCO
– –
-376,300
Closed -$15.8M
DNKN
3907
DELISTED
Dunkin' Brands Group, Inc.
DNKN
– –
-291,700
Closed -$15.5M
FRAN
3908
DELISTED
Francesca's Holdings Corporation
FRAN
– –
-33,438
Closed -$76K
NBRV
3909
DELISTED
Nabriva Therapeutics plc Ordinary Shares Ireland
NBRV
– –
-910
Closed -$131K
GPOR
3910
DELISTED
Gulfport Energy Corp.
GPOR
– –
-1,396,419
Closed -$621K
BITA
3911
DELISTED
Bitauto Holdings Limited
BITA
– –
-19,500
Closed -$203K
LVGO
3912
DELISTED
Livongo Health, Inc. Common Stock
LVGO
– –
-311,400
Closed -$8.88M
HTZ
3913
DELISTED
Hertz Global Holdings, Inc.
HTZ
– –
-9,480,043
Closed -$58.6M
TRQ
3914
DELISTED
Turquoise Hill Resources Ltd
TRQ
– –
-41,293
Closed -$158K
AXAS
3915
DELISTED
Abraxas Petroleum Corp
AXAS
– –
-2,183
Closed -$5K
AIMT
3916
DELISTED
Aimmune Therapeutics
AIMT
– –
-108,900
Closed -$1.57M
ETFC
3917
DELISTED
E*Trade Financial Corporation
ETFC
– –
-335,240
Closed -$11.5M
SMRT
3918
DELISTED
Stein Mart Inc
SMRT
– –
-35,016
Closed -$16K
ENT
3919
DELISTED
Global Eagle Entertainment Inc.
ENT
– –
-7,610
Closed -$30K
ROSE
3920
DELISTED
Rosehill Resources Inc. Class A
ROSE
– –
-46,351
Closed -$19K
DSLV
3921
DELISTED
VelocitySharesTM 3x Inverse Silver ETN linked to the S&P GSCI Silver Inverse Index ER
DSLV
– –
-10,482
Closed -$248K
ZIV
3922
DELISTED
VelocityShares Daily Inverse VIX Medium Term ETN
ZIV
– –
-36,548
Closed -$1.21M
GNC
3923
DELISTED
GNC Holdings, Inc.
GNC
– –
-2,220,894
Closed -$1.04M
CHK
3924
DELISTED
Chesapeake Energy Corporation
CHK
– –
-131,949
Closed -$4.56M
LK
3925
DELISTED
Luckin Coffee Inc. American Depositary Shares
LK
– –
-2,129,300
Closed -$57.9M
155 156
157
158 159

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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.