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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
RRTS
3951
DELISTED
RoadRunner Transportation Systems, Inc.
RRTS
– –
-20,688
Closed -$53K
FTSV
3952
DELISTED
Forty Seven, Inc. Common Stock
FTSV
– –
-5,900
Closed -$563K
QHC
3953
DELISTED
Quorum Health Corporation
QHC
– –
-766,288
Closed -$346K
MICR
3954
DELISTED
Micron Solutions, Inc.
MICR
– –
-72,250
Closed -$148K
RTN
3955
DELISTED
Raytheon Company
RTN
– –
-1,018,900
Closed -$134M
RARX
3956
DELISTED
Ra Pharmaceuticals, Inc. Common Stock
RARX
– –
-300,745
Closed -$14.4M
OMN
3957
DELISTED
OMNOVA Solutions Inc.
OMN
– –
-1,750,721
Closed -$17.8M
S
3958
DELISTED
Sprint Corporation
S
– –
-78,342,305
Closed -$675M
TLRA
3959
DELISTED
Telaria, Inc.
TLRA
– –
-262,600
Closed -$1.58M
TRNX
3960
DELISTED
Taronis Technologies, Inc. Common Stock
TRNX
– –
-186,100
Closed -$30K
UGAZ
3961
DELISTED
VelocityShares 3x Long Natural Gas ETN linked to the S&P GSCI Natural Gas Index ER due February 9, 2
UGAZ
– –
-58,000
Closed -$1.46M
COWN
3962
DELISTED
Cowen Inc. Class A Common Stock
COWN
– –
-23,250
Closed -$225K
EMMS
3963
DELISTED
Emmis Communications Corp
EMMS
– –
-270,706
Closed -$541K
QBAK
3964
DELISTED
Qualstar Corp
QBAK
– –
-139,500
Closed -$375K
PACD
3965
DELISTED
Pacific Drilling S.A. Common Shares
PACD
– –
-107,800
Closed -$46K
RUSL
3966
DELISTED
Direxion Daily Russia Bull 2X Shares
RUSL
– –
-55,800
Closed -$588K
NLSN
3967
DELISTED
Nielsen Holdings plc
NLSN
– –
-740,600
Closed -$9.29M
EGLE
3968
DELISTED
Eagle Bulk Shipping Inc.
EGLE
– –
-4,649
Closed -$60K
KEM
3969
DELISTED
KEMET Corporation
KEM
– –
-284,100
Closed -$6.86M
FLY
3970
DELISTED
Fly Leasing Limited
FLY
– –
-151,400
Closed -$1.07M
DISH
3971
DELISTED
DISH Network Corp.
DISH
– –
-451,601
Closed -$9.03M
KNL
3972
DELISTED
Knoll, Inc.
KNL
– –
-321,441
Closed -$3.32M
IBTX
3973
DELISTED
Independent Bank Group, Inc.
IBTX
– –
-486,809
Closed -$11.5M
HSKA
3974
DELISTED
Heska Corp
HSKA
– –
-24,100
Closed -$1.33M
REV
3975
DELISTED
Revlon, Inc.
REV
– –
-11,196
Closed -$122K
156 157 158
159
160

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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.