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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
JCTC
2426
Jewett-Cameron Trading
JCTC
$10.2M
$998K ﹤0.01%
185,475
-8,000
-4% -$56.4K
PFIE
2427
DELISTED
Profire Energy, Inc
PFIE
$998K ﹤0.01%
1,266,832
-12,253
-1% -$15K
LXU icon
2428
LSB Industries
LXU
$711M
$996K ﹤0.01%
616,589
-3,510
-0.6% -$7.36K
GLOP
2429
DELISTED
GASLOG PARTNERS LP
GLOP
$993K ﹤0.01%
445,411
-26,094
-6% -$189K
CSTL icon
2430
Castle Biosciences
CSTL
$950M
$990K ﹤0.01%
+33,200
New +$1M
GOSS icon
2431
Gossamer Bio
GOSS
$82.9M
$989K ﹤0.01%
+97,462
New +$1.27M
CBU icon
2432
Community Bank
CBU
$3.46B
$982K ﹤0.01%
+16,700
New +$1.08M
VIG icon
2433
Vanguard Dividend Appreciation ETF
VIG
$115B
$982K ﹤0.01%
+9,500
New +$1.13M
UBP
2434
DELISTED
Urstadt Biddle Properties Inc.
UBP
$979K ﹤0.01%
87,100
+9,800
+13% +$161K
WTT
2435
DELISTED
Wireless Telecom Group, Inc.
WTT
$978K ﹤0.01%
1,029,583
+7,200
+0.7% +$8.65K
CLUB
2436
DELISTED
Town Sports International Holdings, Inc.
CLUB
$974K ﹤0.01%
1,946,953
-90,661
-4% -$152K
RNWK
2437
DELISTED
RealNetworks Inc
RNWK
$974K ﹤0.01%
1,334,062
+96,419
+8% +$107K
NXGN
2438
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
$970K ﹤0.01%
+92,876
New +$1.2M
CXT icon
2439
Crane NXT
CXT
$2.96B
$969K ﹤0.01%
56,716
-157,482
-74% -$4.05M
PESI icon
2440
Perma-Fix Environmental Services
PESI
$379M
$968K ﹤0.01%
185,740
-6,903
-4% -$48.9K
ZEAL
2441
DELISTED
Zealand Pharma A/S American Depositary Shares
ZEAL
$966K ﹤0.01%
28,000
+22
+0.1% +$766
VMI icon
2442
Valmont Industries
VMI
$9.5B
$964K ﹤0.01%
+9,100
New +$1.18M
XOP icon
2443
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.69B
$964K ﹤0.01%
+29,300
New +$1.94M
TRIB
2444
Trinity Biotech
TRIB
$8.01M
$962K ﹤0.01%
5,828
+1,247
+27% +$196K
AUTL
2445
Autolus Therapeutics
AUTL
$591M
$961K ﹤0.01%
160,496
+119,796
+294% +$1.11M
PRVL
2446
DELISTED
Prevail Therapeutics Inc. Common Stock
PRVL
$961K ﹤0.01%
+78,805
New +$1.25M
ARKR icon
2447
Ark Restaurants
ARKR
$20.2M
$959K ﹤0.01%
90,715
+115
+0.1% +$2.19K
ZEUS
2448
DELISTED
Olympic Steel
ZEUS
$959K ﹤0.01%
92,700
+28,700
+45% +$385K
SHY icon
2449
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$958K ﹤0.01%
+11,054
New +$944K
RNET
2450
DELISTED
RigNet, Inc.
RNET
$956K ﹤0.01%
531,000
-24,800
-4% -$99K
96 97
98
99 100

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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.