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
+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
AXE
3926
DELISTED
Anixter International Inc
AXE
– –
-61,679
Closed -$5.42M
SDRL
3927
DELISTED
Seadrill Limited Common Stock
SDRL
– –
-690,898
Closed -$297K
STML
3928
DELISTED
Stemline Therapeutics, Inc.
STML
– –
-158,213
Closed -$766K
LTM
3929
DELISTED
LATAM Airlines Group S.A American Depositary Shares (Each representing 1 Common Share)
LTM
– –
-554,101
Closed -$1.47M
CSFL
3930
DELISTED
CenterState Bank Corporation Common Stock
CSFL
– –
-713,827
Closed -$12.3M
TUES
3931
DELISTED
Tuesday Morning Corp
TUES
– –
-1,957,690
Closed -$1.13M
TIVO
3932
DELISTED
Tivo Inc
TIVO
– –
-1,258,870
Closed -$8.91M
LBY
3933
DELISTED
Libbey, Inc.
LBY
– –
-629,100
Closed -$321K
OPB
3934
DELISTED
Opus Bank Common Stock
OPB
– –
-594,810
Closed -$10.3M
AKRX
3935
DELISTED
Akorn Inc
AKRX
– –
-9,439,970
Closed -$5.3M
WBC
3936
DELISTED
WABCO HOLDINGS INC.
WBC
– –
-691,617
Closed -$93.4M
CTRC
3937
DELISTED
Centric Brands Inc. Common Stock
CTRC
– –
-19,906
Closed -$22K
CORV
3938
DELISTED
Correvio Pharma Corp. Ordinary Shares (Canada)
CORV
– –
-278,400
Closed -$108K
I
3939
DELISTED
INTELSAT S. A.
I
– –
-1,675,866
Closed -$2.56M
JCP
3940
DELISTED
J.C. Penney Company, Inc.
JCP
– –
-5,589,511
Closed -$2.01M
FTSI
3941
DELISTED
FTS International, Inc. Common Stock
FTSI
– –
-895
Closed -$4K
AVH
3942
DELISTED
AVIANCA HOLDINGS S.A.
AVH
– –
-1,511,583
Closed -$1.45M
SSI
3943
DELISTED
Stage Stores Inc
SSI
– –
-1,402,317
Closed -$510K
AGN
3944
DELISTED
Allergan plc
AGN
– –
-7,089,144
Closed -$1.26B
NTGN
3945
DELISTED
Neon Therapeutics, Inc. Common Stock
NTGN
– –
-52,105
Closed -$138K
CARO
3946
DELISTED
Carolina Financial Corp.
CARO
– –
-321,681
Closed -$8.32M
RBZ
3947
DELISTED
Reebonz Holding Limited Ordinary Shares
RBZ
– –
-35,833
Closed -$15K
MFSF
3948
DELISTED
MutualFirst Financial Inc
MFSF
– –
-288,213
Closed -$8.13M
TGE
3949
DELISTED
Tallgrass Energy, LP Class A Shares
TGE
– –
-691,300
Closed -$11.4M
CYOU
3950
DELISTED
Changyou.com Limited American Depositary Share
CYOU
– –
-1,597,527
Closed -$17.1M
156 157
158
159 160

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 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.