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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
CRCM
4001
DELISTED
CARE.COM, INC.
CRCM
– –
-2,313,700
Closed -$34.8M
DPLO
4002
DELISTED
DIPLOMAT PHARMACY, INC.
DPLO
– –
-2,550,960
Closed -$10.2M
MPVD
4003
DELISTED
Mountain Province Diamonds Inc.
MPVD
– –
-16,582
Closed -$15K
IPHS
4004
DELISTED
Innophos Holdings, Inc.
IPHS
– –
-287,000
Closed -$9.18M
CBPX
4005
DELISTED
CONTINENTAL BUILDING PRODUCTS, INC.
CBPX
– –
-803,499
Closed -$29.3M
GNMX
4006
DELISTED
Aevi Genomic Medicine Inc
GNMX
– –
-2,615,632
Closed -$382K
LPT
4007
DELISTED
Liberty Property Trust
LPT
– –
-385,400
Closed -$23.1M
CISN
4008
DELISTED
Cision Ltd. Ordinary Share
CISN
– –
-544,910
Closed -$5.43M
UCFC
4009
DELISTED
United Community Financial Corp
UCFC
– –
-2,069,703
Closed -$24.1M
ESTR
4010
DELISTED
Estre Ambiental, Inc.
ESTR
– –
-38,299
Closed -$14K
ACHN
4011
DELISTED
Achillion Pharmaceuticals
ACHN
– –
-4,231,600
Closed -$25.5M
CPL
4012
DELISTED
CPFL Energia S.A.
CPL
– –
-830,611
Closed -$14.3M
WCG
4013
DELISTED
Wellcare Health Plans, Inc.
WCG
– –
-110,400
Closed -$36.5M
TOO
4014
DELISTED
Teekay Offshore Partners L.P.
TOO
– –
-30,265
Closed -$47K
ARQL
4015
DELISTED
Arqule Inc
ARQL
– –
-225,782
Closed -$4.51M
BOLD
4016
DELISTED
Audentes Therapeutics, Inc
BOLD
– –
-228,100
Closed -$13.7M
JASN
4017
DELISTED
Jason Industries, Inc.
JASN
– –
-954,267
Closed -$355K
MDCO
4018
DELISTED
Medicines Co
MDCO
– –
-605,132
Closed -$51.4M
AVP
4019
DELISTED
Avon Products, Inc.
AVP
– –
-20,491,128
Closed -$116M
TRCB
4020
DELISTED
Two River Bancorp
TRCB
– –
-154,687
Closed -$3.46M
ENFC
4021
DELISTED
Entegra Financial Corp.
ENFC
– –
-241,532
Closed -$7.29M
BKJ
4022
DELISTED
Bancorp of New Jersey, Inc.
BKJ
– –
-38,700
Closed -$692K
CART
4023
DELISTED
Carolina Trust BancShares
CART
– –
-29,200
Closed -$381K
VISL
4024
DELISTED
Vislink Technologies, Inc. Common Stock
VISL
– –
-6,133
Closed -$187K
RHE
4025
DELISTED
Regional Health Properties, Inc.
RHE
– –
-22,598
Closed -$32K
158 159 160
161
162

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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.