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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
BNFT
3926
DELISTED
Benefitfocus, Inc.
BNFT
– –
-52,545
Closed -$1.15M
SMIT
3927
DELISTED
Schmitt Industries Inc
SMIT
– –
-258,148
Closed -$996K
CLR
3928
DELISTED
CONTINENTAL RESOURCES INC.
CLR
– –
-498,300
Closed -$17.1M
AERI
3929
DELISTED
Aerie Pharmaceuticals
AERI
– –
-140,600
Closed -$3.4M
TEN
3930
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
– –
-371,761
Closed -$4.87M
TMBR
3931
DELISTED
Timber Pharmaceuticals, Inc.
TMBR
– –
-48
Closed -$12K
SHLX
3932
DELISTED
Shell Midstream Partners, L.P.
SHLX
– –
-49,766
Closed -$1.01M
CVET
3933
DELISTED
Covetrus, Inc. Common Stock
CVET
– –
-154,600
Closed -$2.04M
TMX
3934
DELISTED
Terminix Global Holdings, Inc.
TMX
– –
-261,800
Closed -$10.1M
AMPE
3935
DELISTED
Ampio Pharmaceuticals Inc.
AMPE
– –
-476
Closed -$83K
DRE
3936
DELISTED
Duke Realty Corp.
DRE
– –
-1,148,300
Closed -$39.8M
TYME
3937
DELISTED
Tyme Technologies, Inc. Common Stock
TYME
– –
-17,856
Closed -$25K
EMWP
3938
DELISTED
Eros Media World PLC
EMWP
– –
-2,380
Closed -$161K
GSV
3939
DELISTED
Gold Standard Ventures Corp.
GSV
– –
-132,684
Closed -$114K
MTOR
3940
DELISTED
MERITOR, Inc.
MTOR
– –
-491,200
Closed -$12.9M
TVTY
3941
DELISTED
Tivity Health, Inc. Common Stock
TVTY
– –
-178,097
Closed -$3.62M
APTS
3942
DELISTED
Preferred Apartment Communities, Inc.
APTS
– –
-102,500
Closed -$1.36M
PLAN
3943
DELISTED
Anaplan, Inc.
PLAN
– –
-473,100
Closed -$24.8M
IIN
3944
DELISTED
IntriCon Corporation
IIN
– –
-23,900
Closed -$430K
SFUN
3945
DELISTED
Fang Holdings Limited American Depositary Shares (each representing ten Class A Ordinary Shares)
SFUN
– –
-6,656
Closed -$190K
MGP
3946
DELISTED
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
– –
-1,257,500
Closed -$38.9M
BPMP
3947
DELISTED
BP Midstream Partners LP Common Units representing Limited Partner Interests
BPMP
– –
-15,565
Closed -$243K
FLOW
3948
DELISTED
SPX FLOW, Inc.
FLOW
– –
-35,300
Closed -$1.73M
PBCT
3949
DELISTED
People's United Financial Inc
PBCT
– –
-278,138
Closed -$4.7M
LAIX
3950
DELISTED
LAIX Inc. American Depositary Shares, each representing fourteen Class A Ordinary Shares
LAIX
– –
-1,521
Closed -$104K
156 157
158
159 160

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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.