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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
DGAZ
4026
DELISTED
VelocityShares 3x Inverse Natural Gas ETN linked to the S&P GSCI Natural Gas Index Excess Return
DGAZ
– –
-2,500
Closed -$457K
MACK
4027
DELISTED
Merrimack Pharmaceuticals, Inc.
MACK
– –
-33,961
Closed -$107K
TVIX
4028
DELISTED
VelocityShares Daily 2x VIX Short Term ETN
TVIX
– –
-32,900
Closed -$1.69M
BSCM
4029
DELISTED
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
– –
-47,605
Closed -$1.02M
BSCK
4030
DELISTED
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
– –
-134,229
Closed -$2.86M
BKSC
4031
DELISTED
Bank of South Carolina
BKSC
– –
-11,938
Closed -$224K
YELL
4032
DELISTED
Yellow Corporation Common Stock
YELL
– –
-687,555
Closed -$1.75M
AAWW
4033
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
– –
-58,400
Closed -$1.61M
SBNY
4034
DELISTED
Signature Bank
SBNY
– –
-117,082
Closed -$16M
ERUS
4035
DELISTED
iShares MSCI Russia ETF
ERUS
– –
-62,000
Closed -$2.65M
IHC
4036
DELISTED
Independence Holding Company
IHC
– –
-9,570
Closed -$403K
UFS
4037
DELISTED
DOMTAR CORPORATION (New)
UFS
– –
-7,100
Closed -$271K
TAT
4038
DELISTED
TransAtlantic Petroleum LTD.
TAT
– –
-36,829
Closed -$18K
SORL
4039
DELISTED
SORL Auto Parts, Inc.
SORL
– –
-69,087
Closed -$307K
CUO
4040
DELISTED
Continental Materials Corporation
CUO
– –
-14,200
Closed -$112K
MORL
4041
DELISTED
ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN
MORL
– –
-10,200
Closed -$146K
SPHS
4042
DELISTED
Sophiris Bio, Inc.
SPHS
– –
-226,019
Closed -$84K
PLM
4043
DELISTED
PolyMet Mining Corp.
PLM
– –
-38,653
Closed -$98K
VG
4044
DELISTED
Vonage Holdings Corporation
VG
– –
-764,764
Closed -$5.67M
PME
4045
DELISTED
Pingtan Marine Enterprise Ltd.
PME
– –
-15,700
Closed -$20K
PRMW
4046
DELISTED
Primo Water Corporation
PRMW
– –
-422,808
Closed -$4.75M
AIM
4047
AIM ImmunoTech
AIM
$7.06M
– –
-173
Closed -$9K
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.