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Jim Simons

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
+887.93%
AUM
$103B
AUM Growth
-$27.2B
Cap. Flow
+$866M
Cap. Flow %
0.84%
Top 10 Hldgs %
15.13%
Holding
4,047
New
573
Increased
1,474
Reduced
1,328
Closed
645

Top Buys

Rank Stock Value
1
BIDU icon
Baidu
BIDU
+$462M
2
AGN
Allergan plc
AGN
+$390M
3
T icon
AT&T
T
+$371M
4
BMY icon
Bristol-Myers Squibb
BMY
+$353M
5
NEE icon
NextEra Energy
NEE
+$326M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$1.97B
2
META icon
Meta Platforms (Facebook)
META
+$435M
3
PFE icon
Pfizer
PFE
+$377M
4
GE icon
GE Aerospace
GE
+$354M
5
SBUX icon
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
BSMX
2126
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
$1.72M ﹤0.01%
531,173
+515,973
+3,395% +$3.25M
BMO icon
2127
Bank of Montreal
BMO
$129B
$1.72M ﹤0.01%
34,195
-416,505
-92% -$28.2M
CPIX icon
2128
Cumberland Pharmaceuticals
CPIX
$118M
$1.71M ﹤0.01%
471,658
+2,320
+0.5% +$10.4K
CATC
2129
DELISTED
CAMBRIDGE BANCORP
CATC
$1.71M ﹤0.01%
32,883
+1,583
+5% +$108K
STXB
2130
DELISTED
Spirit of Texas Bancshares, Inc. Common Stock
STXB
$1.71M ﹤0.01%
165,300
+105,400
+176% +$1.94M
CSPI icon
2131
CSP Inc
CSPI
$79.1M
$1.71M ﹤0.01%
488,834
-13,666
-3% -$80.5K
MLP icon
2132
Maui Land & Pineapple Co
MLP
$306M
$1.7M ﹤0.01%
155,920
+2,600
+2% +$29K
HA
2133
DELISTED
Hawaiian Holdings, Inc.
HA
$1.7M ﹤0.01%
163,100
-135,900
-45% -$3.1M
WLL
2134
DELISTED
Whiting Petroleum Corporation
WLL
$1.7M ﹤0.01%
+33,774
New +$8.65M
ISSC icon
2135
Innovative Solutions & Support
ISSC
$408M
$1.69M ﹤0.01%
529,500
+27,858
+6% +$142K
IEC
2136
DELISTED
IEC Electronics Corp.
IEC
$1.69M ﹤0.01%
283,790
-28,279
-9% -$221K
HTT
2137
High Templar Tech Ltd
HTT
$391M
$1.68M ﹤0.01%
+934,093
New +$2.62M
GMLP
2138
DELISTED
Golar LNG Partners LP
GMLP
$1.68M ﹤0.01%
500,380
-160,020
-24% -$878K
UBFO
2139
DELISTED
United Security Bancshares
UBFO
$1.68M ﹤0.01%
262,558
-44,382
-14% -$399K
AIOT
2140
PowerFleet Inc
AIOT
$416M
$1.68M ﹤0.01%
485,229
+131,919
+37% +$850K
LORL
2141
DELISTED
Loral Space and Communications, Inc.
LORL
$1.67M ﹤0.01%
103,000
+5,300
+5% +$154K
ATLC icon
2142
Atlanticus Holdings
ATLC
$1.53B
$1.67M ﹤0.01%
168,608
+41,900
+33% +$491K
ACA icon
2143
Arcosa
ACA
$7.13B
$1.67M ﹤0.01%
42,000
+35,000
+500% +$1.48M
FFWM
2144
DELISTED
First Foundation Inc
FFWM
$1.67M ﹤0.01%
162,965
+35,700
+28% +$528K
LRMR icon
2145
Larimar Therapeutics
LRMR
$447M
$1.66M ﹤0.01%
180,046
-18,760
-9% -$247K
MFGP
2146
DELISTED
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
$1.66M ﹤0.01%
327,865
+213,075
+186% +$2.16M
AGG icon
2147
iShares Core US Aggregate Bond ETF
AGG
$138B
$1.66M ﹤0.01%
+14,400
New +$1.64M
DALN
2148
DELISTED
DallasNews
DALN
$1.66M ﹤0.01%
241,238
-1,501
-0.6% -$15.2K
WEYS icon
2149
Weyco Group
WEYS
$431M
$1.66M ﹤0.01%
82,300
-8,500
-9% -$191K
TCRT icon
2150
Alaunos Therapeutics
TCRT
$4.79M
$1.66M ﹤0.01%
4,514
+4,420
+4,702% +$2.29M
84 85
86
87 88

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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.