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 | |
|---|---|---|---|---|---|---|
1401
Bank OZK
OZK
$5.73B
| $7.36M | 0.01% |
313,597
-1,162,300
| -79% | -$24.9M |
|
1402
West Bancorporation
WTBA
$506M
| $7.34M | 0.01% |
419,652
+9,600
| +2% | +$166K |
|
1403
OSI Systems
OSIS
$3.82B
| $7.32M | 0.01% |
98,108
+88,408
| +911% | +$6.46M |
|
1404
Futu Holdings
FUTU
$14.7B
| $7.32M | 0.01% |
+309,100
| New | +$4.63M |
|
1405
Arrow Electronics
ARW
$10.7B
| $7.31M | 0.01% |
+106,400
| New | +$6.72M |
|
|
ACBI
1406
DELISTED
Atlantic Capital Bancshares, Inc. Common Stock
ACBI
| $7.29M | 0.01% |
599,519
+46,295
| +8% | +$531K |
|
1407
Clearwater Paper
CLW
$350M
| $7.26M | 0.01% |
+200,900
| New | +$5.59M |
|
1408
Coherus Oncology
CHRS
$181M
| $7.25M | 0.01% |
406,100
+326,200
| +408% | +$5.52M |
|
1409
First Financial Corp
THFF
$979M
| $7.23M | 0.01% |
196,159
-11,900
| -6% | -$404K |
|
1410
Assurant
AIZ
$13.9B
| $7.22M | 0.01% |
69,900
-222,790
| -76% | -$23.1M |
|
1411
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
| $7.22M | 0.01% |
123,100
+107,900
| +710% | +$6.3M |
|
1412
Rocky Brands
RCKY
$355M
| $7.22M | 0.01% |
351,012
+10,200
| +3% | +$203K |
|
|
PLYM
1413
DELISTED
Plymouth Industrial REIT
PLYM
| $7.19M | 0.01% |
561,866
-24,446
| -4% | -$324K |
|
|
VIA
1414
DELISTED
Via Renewables, Inc. Class A Common Stock
VIA
| $7.15M | 0.01% |
202,201
+1,220
| +0.6% | +$43.7K |
|
|
EXK
1415
Endeavour Silver
EXK
$3.16B
| $7.14M | 0.01% |
3,129,825
-1,410,500
| -31% | -$2.44M |
|
1416
Mercer International
MERC
$31.5M
| $7.13M | 0.01% |
873,600
-63,300
| -7% | -$528K |
|
|
ARA
1417
DELISTED
American Renal Associates Holdings, Inc
ARA
| $7.11M | 0.01% |
1,089,875
+30,600
| +3% | +$198K |
|
1418
Suncor Energy
SU
$77.6B
| $7.1M | 0.01% |
421,640
+160,914
| +62% | +$2.75M |
|
1419
Cato Corp
CATO
$67.9M
| $7.07M | 0.01% |
864,052
+253,350
| +41% | +$2.5M |
|
1420
Timberland Bancorp
TSBK
$360M
| $7.06M | 0.01% |
387,939
-13,400
| -3% | -$233K |
|
1421
Clarus
CLAR
$139M
| $7.06M | 0.01% |
611,027
-135,317
| -18% | -$1.37M |
|
|
ESSA
1422
DELISTED
ESSA Bancorp
ESSA
| $7.05M | 0.01% |
506,728
-20,600
| -4% | -$266K |
|
1423
Acadia Realty Trust
AKR
$2.87B
| $7.05M | 0.01% |
542,801
+332,384
| +158% | +$4.14M |
|
|
TRST
1424
Trustco Bank Corp NY
TRST
$978M
| $7.04M | 0.01% |
222,452
-91,880
| -29% | -$2.72M |
|
1425
Blackbaud
BLKB
$2.07B
| $7.04M | 0.01% |
123,297
-22,300
| -15% | -$1.23M |
|
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.