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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
+30.27%
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
$116B
AUM Growth
+$12.9B
Cap. Flow
-$8.24B
Cap. Flow %
-7.11%
Top 10 Hldgs %
14.35%
Holding
3,987
New
584
Increased
1,418
Reduced
1,366
Closed
596

Top Buys

Rank Stock Value
1
ZM icon
Zoom
ZM
+$806M
2
ABBV icon
AbbVie
ABBV
+$481M
3
TMUS icon
T-Mobile US
TMUS
+$464M
4
KR icon
Kroger
KR
+$430M
5
BIDU icon
Baidu
BIDU
+$423M

Top Sells

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$1.35B
2
AGN
Allergan plc
AGN
+$1.26B
3
S
Sprint Corporation
S
+$675M
4
AMGN icon
Amgen
AMGN
+$488M
5
HUM icon
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
NPKI
2426
NPK International
NPKI
$1.21B
$1.27M ﹤0.01%
570,020
-236,141
-29% -$400K
FGH
2427
DELISTED
FG Group Holdings Inc.
FGH
$1.27M ﹤0.01%
774,810
+145,290
+23% +$237K
CASA
2428
DELISTED
Casa Systems, Inc. Common Stock
CASA
$1.27M ﹤0.01%
+305,249
New +$1.29M
ATNM icon
2429
Actinium Pharmaceuticals
ATNM
$32.9M
$1.27M ﹤0.01%
120,212
+80,664
+204% +$611K
BIO.B icon
2430
Bio-Rad Laboratories Class B
BIO.B
$1.27M ﹤0.01%
2,900
+900
+45% +$381K
GMDA
2431
DELISTED
Gamida Cell Ltd. Ordinary Shares
GMDA
$1.26M ﹤0.01%
+276,300
New +$1.27M
RBNC
2432
DELISTED
Reliant Bancorp, Inc. Common Stock
RBNC
$1.26M ﹤0.01%
77,425
+33,900
+78% +$453K
AVTX icon
2433
Avalo Therapeutics
AVTX
$1.04B
$1.26M ﹤0.01%
+168
New +$1.22M
ITOT icon
2434
iShares Core S&P Total US Stock Market ETF
ITOT
$98.3B
$1.26M ﹤0.01%
18,100
-9,600
-35% -$628K
VBK icon
2435
Vanguard Morningstar Small-Cap Growth ETF
VBK
$25B
$1.26M ﹤0.01%
+6,300
New +$1.14M
VOT icon
2436
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$20.3B
$1.25M ﹤0.01%
+7,600
New +$1.15M
QNCX icon
2437
Quince Therapeutics
QNCX
$34.7M
$1.25M ﹤0.01%
135
+110
+440% +$1.01M
PDSB icon
2438
PDS Biotechnology
PDSB
$13.3M
$1.25M ﹤0.01%
622,672
+313,051
+101% +$349K
SITM icon
2439
SiTime
SITM
$21.2B
$1.25M ﹤0.01%
+26,400
New +$784K
PPIH
2440
Perma-Pipe International
PPIH
$217M
$1.25M ﹤0.01%
222,394
+1,052
+0.5% +$6.08K
MSBF
2441
DELISTED
MSB Financial Corp.
MSBF
$1.25M ﹤0.01%
110,150
-1,000
-0.9% -$11.8K
STIM icon
2442
Neuronetics
STIM
$219M
$1.24M ﹤0.01%
642,318
+63,221
+11% +$130K
CVR icon
2443
Chicago Rivet & Machine Co
CVR
$9.92M
$1.24M ﹤0.01%
59,510
-1,600
-3% -$33.4K
MBIN icon
2444
Merchants Bancorp
MBIN
$2.53B
$1.24M ﹤0.01%
100,425
-22,500
-18% -$238K
IEA
2445
DELISTED
Infrastructure and Energy Alternatives, Inc. Common Stock
IEA
$1.24M ﹤0.01%
309,383
+76,450
+33% +$169K
FRBA icon
2446
First Bank
FRBA
$469M
$1.23M ﹤0.01%
189,295
-43,800
-19% -$310K
NP
2447
DELISTED
Neenah, Inc. Common Stock
NP
$1.23M ﹤0.01%
24,800
-5,675
-19% -$273K
ITCL
2448
DELISTED
Banco Itau Chile American Depositary Shares (each representing one third of one (1/3) Common Share)
ITCL
$1.23M ﹤0.01%
318,066
-334
-0.1% -$1.34K
SCNI
2449
Scinai Immunotherapeutics
SCNI
$1.24M
$1.22M ﹤0.01%
538
+326
+154% +$525K
SOXX icon
2450
iShares Semiconductor ETF
SOXX
$46.1B
$1.22M ﹤0.01%
+13,500
New +$1.09M
96 97
98
99 100

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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.