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
-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
XLNX
3951
DELISTED
Xilinx Inc
XLNX
– –
-204,499
Closed -$20M
GTS
3952
DELISTED
Triple-S Management Corporation
GTS
– –
-215,515
Closed -$3.98M
ODT
3953
DELISTED
Odonate Therapeutics, Inc. Common Stock
ODT
– –
-24,100
Closed -$782K
BSCL
3954
DELISTED
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
– –
-65,455
Closed -$1.39M
BSJL
3955
DELISTED
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
– –
-38,364
Closed -$947K
HRC
3956
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
– –
-378,616
Closed -$43M
ENBL
3957
DELISTED
ENABLE MIDSTREAM PARTNERS, LP
ENBL
– –
-79,348
Closed -$796K
RIVE
3958
DELISTED
Riverview Financial Corporation Common Stock
RIVE
– –
-15,240
Closed -$190K
KDMN
3959
DELISTED
Kadmon Holdings, Inc.
KDMN
– –
-190,800
Closed -$864K
CSOD
3960
DELISTED
Cornerstone OnDemand, Inc.
CSOD
– –
-107,200
Closed -$6.28M
MXIM
3961
DELISTED
Maxim Integrated Products
MXIM
– –
-1,026,000
Closed -$63.1M
CNST
3962
DELISTED
Constellation Pharmaceuticals, Inc.
CNST
– –
-93,779
Closed -$4.42M
NBLX
3963
DELISTED
Noble Midstream Partners LP
NBLX
– –
-24,521
Closed -$651K
GWPH
3964
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
– –
-250,171
Closed -$26.2M
BXG
3965
DELISTED
Bluegreen Vacations Corporation Common Stock
BXG
– –
-23,147
Closed -$239K
RP
3966
DELISTED
RealPage, Inc.
RP
– –
-244,094
Closed -$13.1M
NMCI
3967
DELISTED
Navios Maritime Containers L.P. Common Units
NMCI
– –
-89,699
Closed -$193K
UROV
3968
DELISTED
Urovant Sciences Ltd.
UROV
– –
-12,300
Closed -$191K
TCCO
3969
DELISTED
Technical Communications Corporation
TCCO
– –
-20,993
Closed -$106K
WPX
3970
DELISTED
WPX Energy, Inc.
WPX
– –
-2,007,887
Closed -$27.6M
VER
3971
DELISTED
VEREIT, Inc.
VER
– –
-916,691
Closed -$42.4M
MR
3972
DELISTED
Montage Resources Corporation Common Stock
MR
– –
-30,020
Closed -$238K
IMMU
3973
DELISTED
Immunomedics Inc
IMMU
– –
-505,302
Closed -$10.7M
ZN
3974
DELISTED
Zion Oil & Gas, Inc.
ZN
– –
-769,100
Closed -$133K
LOGM
3975
DELISTED
LogMein, Inc.
LOGM
– –
-677,212
Closed -$58.1M
157 158
159
160 161

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 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.