Jim Simons Renaissance Technologies
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Zoom
ZM
|
+$806M |
| 2 |
AbbVie
ABBV
|
+$481M |
| 3 |
T-Mobile US
TMUS
|
+$464M |
| 4 |
Kroger
KR
|
+$430M |
| 5 |
Baidu
BIDU
|
+$423M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Bristol-Myers Squibb
BMY
|
+$1.35B |
| 2 |
AGN
Allergan plc
AGN
|
+$1.26B |
| 3 |
S
Sprint Corporation
S
|
+$675M |
| 4 |
Amgen
AMGN
|
+$488M |
| 5 |
Humana
HUM
|
+$450M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 23.76% |
| 2 | Technology | 16.41% |
| 3 | Consumer Staples | 10.58% |
| 4 | Consumer Discretionary | 10.13% |
| 5 | Communication Services | 9.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ROIC
1151
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $11.3M | 0.01% |
992,900
-690,900
| -41% | -$6.7M |
|
1152
American Homes 4 Rent
AMH
$12.2B
| $11.2M | 0.01% |
417,786
-1,104,971
| -73% | -$27.5M |
|
1153
Lakeland Financial Corp
LKFN
$1.55B
| $11.2M | 0.01% |
240,700
-49,200
| -17% | -$2.01M |
|
1154
Mizuho Financial
MFG
$134B
| $11.2M | 0.01% |
4,529,800
+200,200
| +5% | +$475K |
|
|
CNR
1155
DELISTED
Cornerstone Building Brands, Inc.
CNR
| $11.2M | 0.01% |
1,845,505
-199,015
| -10% | -$1.02M |
|
1156
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
| $11.2M | 0.01% |
356,500
+101,900
| +40% | +$3.16M |
|
|
CTB
1157
DELISTED
Cooper Tire & Rubber Co.
CTB
| $11.1M | 0.01% |
403,000
+315,100
| +358% | +$7.25M |
|
1158
Stock Yards Bancorp
SYBT
$2.64B
| $11.1M | 0.01% |
276,490
-30,400
| -10% | -$991K |
|
1159
NNN REIT
NNN
$8.87B
| $11.1M | 0.01% |
+313,200
| New | +$10.2M |
|
|
UCB
1160
United Community Banks
UCB
$4.43B
| $11.1M | 0.01% |
551,568
-459,800
| -45% | -$8.81M |
|
1161
HUTCHMED
HCM
$2.13B
| $11.1M | 0.01% |
401,800
+56,400
| +16% | +$1.22M |
|
1162
Tetra Tech
TTEK
$9.09B
| $11.1M | 0.01% |
700,100
+16,500
| +2% | +$251K |
|
1163
Green Plains
GPRE
$1.09B
| $11M | 0.01% |
1,079,443
+142,760
| +15% | +$1.05M |
|
|
AGNT
1164
AGNT Inc
AGNT
$752M
| $11M | 0.01% |
1,292,658
+477,200
| +59% | +$2.45M |
|
1165
Horizon Bancorp
HBNC
$1.05B
| $11M | 0.01% |
1,025,208
-202,001
| -16% | -$2.06M |
|
|
EB
1166
DELISTED
Eventbrite
EB
| $10.9M | 0.01% |
1,273,000
+576,592
| +83% | +$5.09M |
|
1167
Coty
COTY
$2.42B
| $10.9M | 0.01% |
2,434,982
+962,769
| +65% | +$4.67M |
|
1168
Houlihan Lokey
HLI
$9.24B
| $10.9M | 0.01% |
195,457
+169,457
| +652% | +$9.87M |
|
|
SOGO
1169
DELISTED
Sogou Inc. American Depositary Shares, each representing one Class A Ordinary Share
SOGO
| $10.8M | 0.01% |
2,592,310
+427,900
| +20% | +$1.52M |
|
1170
Retractable Technologies
RVP
$20.2M
| $10.8M | 0.01% |
1,541,897
+332,600
| +28% | +$1.54M |
|
|
AVDL
1171
DELISTED
Avadel Pharmaceuticals
AVDL
| $10.8M | 0.01% |
1,338,491
+432,685
| +48% | +$3.81M |
|
1172
Altisource Portfolio Solutions
ASPS
$64.5M
| $10.8M | 0.01% |
91,538
-4,250
| -4% | -$349K |
|
1173
Stoneridge
SRI
$197M
| $10.8M | 0.01% |
520,619
-17,900
| -3% | -$335K |
|
|
KDNY
1174
DELISTED
Chinook Therapeutics, Inc. Common Stock
KDNY
| $10.7M | 0.01% |
928,862
+18,900
| +2% | +$261K |
|
1175
Consolidated Water Co
CWCO
$505M
| $10.7M | 0.01% |
741,713
+122,786
| +20% | +$1.8M |
|
Similar funds
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 24% of assets, down from 26% 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.