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 | |
|---|---|---|---|---|---|---|
1226
Financial Institutions
FISI
$831M
| $9.95M | 0.01% |
534,700
-25,300
| -5% | -$441K |
|
1227
Oppenheimer Holdings
OPY
$1.24B
| $9.93M | 0.01% |
455,800
-45,293
| -9% | -$916K |
|
1228
Rush Enterprises Class B
RUSHB
$9.38B
| $9.93M | 0.01% |
626,623
+6,298
| +1% | +$93.2K |
|
1229
Interactive Brokers
IBKR
$41.6B
| $9.93M | 0.01% |
+950,800
| New | +$9.94M |
|
1230
Altimmune
ALT
$558M
| $9.91M | 0.01% |
925,707
+308,700
| +50% | +$1.7M |
|
1231
Willis Lease Finance
WLFC
$1.17B
| $9.87M | 0.01% |
1,219,461
-127,500
| -9% | -$909K |
|
|
CMO
1232
DELISTED
Capstead Mortgage Corp.
CMO
| $9.87M | 0.01% |
1,797,464
-936,236
| -34% | -$4.7M |
|
1233
Herc Holdings
HRI
$5.76B
| $9.86M | 0.01% |
321,000
-287,800
| -47% | -$7.37M |
|
1234
Embotelladora Andina Series B
AKO.B
$4.88B
| $9.86M | 0.01% |
647,510
+2,700
| +0.4% | +$38K |
|
1235
LiveRamp
RAMP
$2.31B
| $9.8M | 0.01% |
230,778
+70,300
| +44% | +$2.77M |
|
|
CHMI
1236
Cherry Hill Mortgage Investment Corp
CHMI
$108M
| $9.79M | 0.01% |
1,085,593
+34,335
| +3% | +$264K |
|
|
TPTX
1237
DELISTED
Turning Point Therapeutics, Inc. Common Stock
TPTX
| $9.77M | 0.01% |
151,200
+53,806
| +55% | +$3.1M |
|
1238
Gorman-Rupp
GRC
$2.13B
| $9.76M | 0.01% |
313,883
-3,317
| -1% | -$97.2K |
|
1239
Welltower
WELL
$169B
| $9.75M | 0.01% |
+188,463
| New | +$9.26M |
|
1240
CBIZ
CBZ
$2.96B
| $9.75M | 0.01% |
406,753
-122,274
| -23% | -$2.77M |
|
|
ISBC
1241
DELISTED
Investors Bancorp, Inc.
ISBC
| $9.65M | 0.01% |
1,135,774
-132,300
| -10% | -$1.11M |
|
1242
Brixmor Property Group
BRX
$9.21B
| $9.65M | 0.01% |
752,900
-2,854,100
| -79% | -$32.3M |
|
|
CNSL
1243
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $9.64M | 0.01% |
1,423,903
+230,959
| +19% | +$1.36M |
|
1244
Cummins
CMI
$87.8B
| $9.62M | 0.01% |
+55,500
| New | +$8.87M |
|
|
PTVCB
1245
DELISTED
Protective Insurance Corporation Class B Common Stock
PTVCB
| $9.62M | 0.01% |
638,003
-1,814
| -0.3% | -$25.4K |
|
1246
ArcBest
ARCB
$3.28B
| $9.6M | 0.01% |
362,239
+108,835
| +43% | +$2.33M |
|
1247
Federated Hermes
FHI
$4.72B
| $9.57M | 0.01% |
403,700
-225,600
| -36% | -$5M |
|
1248
UMB Financial
UMBF
$11.5B
| $9.56M | 0.01% |
185,500
-45,000
| -20% | -$2.21M |
|
1249
Accuray
ARAY
$33M
| $9.52M | 0.01% |
4,689,901
-29,699
| -0.6% | -$61.8K |
|
|
TSE
1250
DELISTED
Trinseo
TSE
| $9.52M | 0.01% |
429,400
-51,597
| -11% | -$1.06M |
|
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.