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Jim Simons Renaissance Technologies
AUM
$72.6B
1-Year Est. Return
54.88%
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
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.92%
AUM
$103B
AUM Growth
-$27.2B
(-21%)
Cap. Flow
+$866M
Cap. Flow
% of AUM
0.84%
Top 10 Holdings %
Top 10 Hldgs %
15.13%
Holding
4,047
New
573
Increased
1,474
Reduced
1,328
Closed
645
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Baidu
BIDU
|
+$462M |
| 2 |
AGN
Allergan plc
AGN
|
+$390M |
| 3 |
AT&T
T
|
+$371M |
| 4 |
Bristol-Myers Squibb
BMY
|
+$353M |
| 5 |
NextEra Energy
NEE
|
+$326M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$1.97B |
| 2 |
Meta Platforms (Facebook)
META
|
+$435M |
| 3 |
Pfizer
PFE
|
+$377M |
| 4 |
GE Aerospace
GE
|
+$354M |
| 5 |
Starbucks
SBUX
|
+$323M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 25.68% |
| 2 | Technology | 12.88% |
| 3 | Consumer Staples | 9.84% |
| 4 | Communication Services | 9.02% |
| 5 | Financials | 8.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ENLC
1726
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $3.78M | ﹤0.01% |
3,435,905
+1,771,459
| +106% | +$6.97M |
|
|
OSG
1727
DELISTED
Overseas Shipholding Group Inc.
OSG
| $3.78M | ﹤0.01% |
1,663,231
-396,236
| -19% | -$800K |
|
1728
Southern Missouri Bancorp
SMBC
$845M
| $3.77M | ﹤0.01% |
155,434
-9,200
| -6% | -$311K |
|
|
PMBC
1729
DELISTED
Pacific Mercantile Bancorp
PMBC
| $3.76M | ﹤0.01% |
798,895
-104,661
| -12% | -$676K |
|
1730
Gogo Inc
GOGO
$383M
| $3.76M | ﹤0.01% |
1,773,400
+759,500
| +75% | +$3.25M |
|
|
LAND
1731
Gladstone Land Corp
LAND
$358M
| $3.74M | ﹤0.01% |
315,505
+132,742
| +73% | +$1.71M |
|
|
CHUY
1732
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $3.74M | ﹤0.01% |
371,300
+58,806
| +19% | +$1.23M |
|
1733
Enovis
ENOV
$1.5B
| $3.73M | ﹤0.01% |
+109,577
| New | +$6.02M |
|
1734
Hingham Institution for Saving
HIFS
$680M
| $3.73M | ﹤0.01% |
25,719
-3,229
| -11% | -$604K |
|
1735
Acme United Corp
ACU
$232M
| $3.71M | ﹤0.01% |
182,839
+6,900
| +4% | +$158K |
|
|
FARM
1736
DELISTED
Farmer Brothers
FARM
| $3.71M | ﹤0.01% |
532,400
-39,200
| -7% | -$455K |
|
1737
Liberty Latin America Class C
LILAK
$1.66B
| $3.7M | ﹤0.01% |
421,341
-248,242
| -37% | -$3.34M |
|
|
LTRPA
1738
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
| $3.7M | ﹤0.01% |
2,055,321
-167,000
| -8% | -$837K |
|
|
CSTR
1739
DELISTED
CapStar Financial Holdings, Inc
CSTR
| $3.69M | ﹤0.01% |
372,899
-68,274
| -15% | -$941K |
|
1740
LKQ Corp
LKQ
$6.43B
| $3.69M | ﹤0.01% |
179,660
-716,000
| -80% | -$21.2M |
|
1741
Climb Global Solutions
CLMB
$532M
| $3.68M | ﹤0.01% |
1,151,184
+4,000
| +0.3% | +$15.2K |
|
1742
Alico
ALCO
$297M
| $3.68M | ﹤0.01% |
118,505
-4,836
| -4% | -$164K |
|
1743
Global Indemnity Group
GBLI
$396M
| $3.67M | ﹤0.01% |
143,764
-6,563
| -4% | -$198K |
|
1744
Graco
GGG
$13.3B
| $3.66M | ﹤0.01% |
+75,100
| New | +$3.85M |
|
|
GEN
1745
DELISTED
Genesis Healthcare, Inc.
GEN
| $3.65M | ﹤0.01% |
4,337,273
+169,988
| +4% | +$243K |
|
|
SCHR
1746
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
| $3.65M | ﹤0.01% |
+124,260
| New | +$3.51M |
|
1747
Champion Homes
SKY
$5.13B
| $3.65M | ﹤0.01% |
232,720
-20,400
| -8% | -$545K |
|
1748
ORIX
IX
$43.6B
| $3.64M | ﹤0.01% |
308,000
+67,500
| +28% | +$1.07M |
|
|
RTL
1749
DELISTED
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
| $3.64M | ﹤0.01% |
582,106
-110,827
| -16% | -$1.23M |
|
1750
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.4B
| $3.63M | ﹤0.01% |
71,200
-121,100
| -63% | -$6.29M |
|
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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 26% of assets, up from 22% 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.