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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
+887.93%
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 | |
|---|---|---|---|---|---|---|
2301
Mastech Digital
MHH
$92.5M
| $1.29M | ﹤0.01% |
100,175
+16,189
| +19% | +$206K |
|
2302
State Street Technology Select Sector SPDR ETF
XLK
$124B
| $1.29M | ﹤0.01% |
+32,000
| New | +$1.46M |
|
2303
Anavex Life Sciences
AVXL
$292M
| $1.28M | ﹤0.01% |
407,400
+325,859
| +400% | +$1.14M |
|
|
TRTN
2304
DELISTED
Triton International Limited
TRTN
| $1.28M | ﹤0.01% |
49,600
-317,206
| -86% | -$10.9M |
|
|
ZYXI
2305
DELISTED
Zynex
ZYXI
| $1.28M | ﹤0.01% |
127,380
+79,200
| +164% | +$771K |
|
|
JT
2306
DELISTED
Jianpu Technology Inc. American Depositary Shares, each representing twenty Class A Ordinary Shares
JT
| $1.28M | ﹤0.01% |
190,464
+13,955
| +8% | +$133K |
|
2307
Parsons
PSN
$5.07B
| $1.28M | ﹤0.01% |
+40,000
| New | +$1.55M |
|
|
EEX
2308
DELISTED
Emerald Holding
EEX
| $1.28M | ﹤0.01% |
492,757
+223,615
| +83% | +$1.76M |
|
2309
Lantronix
LTRX
$286M
| $1.27M | ﹤0.01% |
652,064
+79,500
| +14% | +$255K |
|
|
BPYU
2310
DELISTED
Brookfield Property REIT Inc. Class A Common Stock
BPYU
| $1.27M | ﹤0.01% |
150,100
-474,600
| -76% | -$7.7M |
|
|
ITCL
2311
DELISTED
Banco Itau Chile American Depositary Shares (each representing one third of one (1/3) Common Share)
ITCL
| $1.27M | ﹤0.01% |
318,400
-6,766
| -2% | -$44.1K |
|
2312
JD.com
JD
$39.2B
| $1.27M | ﹤0.01% |
31,300
-1,014,800
| -97% | -$40.5M |
|
|
AC
2313
DELISTED
Associated Capital Group
AC
| $1.27M | ﹤0.01% |
41,607
+2,512
| +6% | +$101K |
|
|
MMX
2314
DELISTED
Maverix Metals Inc. Common Shares
MMX
| $1.26M | ﹤0.01% |
379,700
+123,100
| +48% | +$550K |
|
|
PR
2315
Permian Resources
PR
$18.1B
| $1.26M | ﹤0.01% |
4,780,259
+4,141,859
| +649% | +$10.5M |
|
2316
Investar Holding Corp
ISTR
$426M
| $1.26M | ﹤0.01% |
98,375
+11,400
| +13% | +$232K |
|
2317
Surgery Partners
SGRY
$2.01B
| $1.25M | ﹤0.01% |
+192,068
| New | +$2.74M |
|
|
RYZ
2318
Ryerson Holding Corp
RYZ
$1.51B
| $1.25M | ﹤0.01% |
235,529
+145,329
| +161% | +$1.28M |
|
2319
Ampco-Pittsburgh
AP
$196M
| $1.25M | ﹤0.01% |
500,624
+9,500
| +2% | +$26.3K |
|
|
TBRG
2320
DELISTED
TruBridge
TBRG
| $1.25M | ﹤0.01% |
56,276
+7,600
| +16% | +$195K |
|
2321
Vanguard Total World Stock ETF
VT
$81.8B
| $1.25M | ﹤0.01% |
19,900
-11,100
| -36% | -$837K |
|
|
QUMU
2322
DELISTED
Qumu Corp.
QUMU
| $1.25M | ﹤0.01% |
752,412
-20,444
| -3% | -$41.6K |
|
2323
Merchants Bancorp
MBIN
$2.54B
| $1.24M | ﹤0.01% |
122,925
-69,863
| -36% | -$857K |
|
2324
Ohio Valley Banc Corp
OVBC
$216M
| $1.24M | ﹤0.01% |
41,500
-5,500
| -12% | -$179K |
|
|
MLVF
2325
DELISTED
Malvern Bancorp, Inc.
MLVF
| $1.23M | ﹤0.01% |
100,764
+1,812
| +2% | +$34.8K |
|
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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.