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 | |
|---|---|---|---|---|---|---|
1951
Alto Ingredients
ALTO
$324M
| $2.95M | ﹤0.01% |
4,153,428
+1,300,937
| +46% | +$656K |
|
1952
Lincoln Educational Services
LINC
$950M
| $2.94M | ﹤0.01% |
755,078
+71,500
| +10% | +$224K |
|
1953
Unum
UNM
$14.8B
| $2.93M | ﹤0.01% |
+176,600
| New | +$2.79M |
|
1954
Fidelity Total Bond ETF
FBND
$27.3B
| $2.93M | ﹤0.01% |
+54,300
| New | +$2.89M |
|
1955
iShares MSCI Japan ETF
EWJ
$23.2B
| $2.93M | ﹤0.01% |
+53,300
| New | +$2.83M |
|
|
IEC
1956
DELISTED
IEC Electronics Corp.
IEC
| $2.92M | ﹤0.01% |
303,563
+19,773
| +7% | +$156K |
|
|
VWTR
1957
DELISTED
Vidler Water Resouces, Inc. Common Stock
VWTR
| $2.92M | ﹤0.01% |
346,500
+95,600
| +38% | +$765K |
|
1958
Travel + Leisure Co
TNL
$4.63B
| $2.91M | ﹤0.01% |
103,300
+28,800
| +39% | +$780K |
|
1959
Enpro
NPO
$7.27B
| $2.9M | ﹤0.01% |
58,800
-45,539
| -44% | -$2.01M |
|
|
AFI
1960
DELISTED
Armstrong Flooring, Inc.
AFI
| $2.9M | ﹤0.01% |
968,478
+425,548
| +78% | +$1.06M |
|
1961
Vanguard Total Bond Market
BND
$161B
| $2.89M | ﹤0.01% |
+32,700
| New | +$2.86M |
|
1962
Broadwind
BWEN
$127M
| $2.88M | ﹤0.01% |
769,124
-17,608
| -2% | -$39.7K |
|
1963
First Bancorp
FBP
$4.53B
| $2.88M | ﹤0.01% |
515,476
+165,363
| +47% | +$896K |
|
1964
Pulmatrix
PULM
$5.62M
| $2.88M | ﹤0.01% |
83,767
+54,558
| +187% | +$1.73M |
|
1965
Primerica
PRI
$9.65B
| $2.88M | ﹤0.01% |
24,700
-65,500
| -73% | -$6.97M |
|
1966
First Citizens BancShares
FCNCA
$25.9B
| $2.88M | ﹤0.01% |
7,100
-26,100
| -79% | -$9.56M |
|
1967
Aware
AWRE
$26.4M
| $2.88M | ﹤0.01% |
894,277
+23,174
| +3% | +$70.1K |
|
|
QUMU
1968
DELISTED
Qumu Corp.
QUMU
| $2.87M | ﹤0.01% |
800,561
+48,149
| +6% | +$110K |
|
|
TRIL
1969
DELISTED
Trillium Therapeutics Inc.
TRIL
| $2.87M | ﹤0.01% |
+355,321
| New | +$2.2M |
|
1970
Encore Capital Group
ECPG
$2.2B
| $2.87M | ﹤0.01% |
83,911
+22,300
| +36% | +$664K |
|
1971
Community Health Systems
CYH
$423M
| $2.86M | ﹤0.01% |
951,444
+44,393
| +5% | +$143K |
|
1972
Addus HomeCare
ADUS
$2.17B
| $2.86M | ﹤0.01% |
30,900
-16,000
| -34% | -$1.38M |
|
1973
Enerpac Tool Group
EPAC
$1.89B
| $2.85M | ﹤0.01% |
161,700
-113,543
| -41% | -$1.92M |
|
1974
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.97B
| $2.84M | ﹤0.01% |
93,100
+47,500
| +104% | +$1.43M |
|
1975
Hurco Companies Inc
HURC
$146M
| $2.83M | ﹤0.01% |
101,200
-7,900
| -7% | -$232K |
|
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.