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 |
Bristol-Myers Squibb
BMY
|
+$1.57B |
| 2 |
Tesla
TSLA
|
+$1.06B |
| 3 |
Amazon
AMZN
|
+$597M |
| 4 |
Qualcomm
QCOM
|
+$374M |
| 5 |
AbbVie
ABBV
|
+$373M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
CELG
Celgene Corp
CELG
|
+$1.54B |
| 2 |
Johnson & Johnson
JNJ
|
+$561M |
| 3 |
UnitedHealth
UNH
|
+$353M |
| 4 |
Meta Platforms (Facebook)
META
|
+$345M |
| 5 |
Starbucks
SBUX
|
+$340M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 21.63% |
| 2 | Technology | 13.19% |
| 3 | Consumer Discretionary | 10.53% |
| 4 | Financials | 8.74% |
| 5 | Communication Services | 7.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2601
RGC Resources
RGCO
$227M
| $1.06M | ﹤0.01% |
37,198
+9,698
| +35% | +$281K |
|
2602
ProShares Ultra QQQ
QLD
$14.3B
| $1.06M | ﹤0.01% |
69,600
+41,600
| +149% | +$563K |
|
2603
Twin Disc
TWIN
$351M
| $1.06M | ﹤0.01% |
96,193
+42,000
| +78% | +$439K |
|
2604
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.26B
| $1.06M | ﹤0.01% |
39,944
+13,841
| +53% | +$366K |
|
|
TRT
2605
Trio-Tech International
TRT
$116M
| $1.06M | ﹤0.01% |
529,360
-5,000
| -0.9% | -$9.13K |
|
|
LEVL
2606
DELISTED
Level One Bancorp, Inc. Common Stock
LEVL
| $1.06M | ﹤0.01% |
41,985
+1,324
| +3% | +$32.5K |
|
|
VWTR
2607
DELISTED
Vidler Water Resouces, Inc. Common Stock
VWTR
| $1.05M | ﹤0.01% |
94,900
+2,000
| +2% | +$21.3K |
|
2608
IRIDEX
IRIX
$14.7M
| $1.05M | ﹤0.01% |
472,653
+33,101
| +8% | +$69.9K |
|
|
APTX
2609
DELISTED
Aptinyx Inc. Common Stock
APTX
| $1.05M | ﹤0.01% |
307,650
+219,450
| +249% | +$756K |
|
2610
Rhythm Pharmaceuticals
RYTM
$8.04B
| $1.05M | ﹤0.01% |
45,647
+34,947
| +327% | +$776K |
|
2611
TAT Technologies
TATT
$537M
| $1.05M | ﹤0.01% |
207,300
+4,100
| +2% | +$20.7K |
|
|
AUTO
2612
DELISTED
AutoWeb, Inc. Common Stock
AUTO
| $1.05M | ﹤0.01% |
423,390
+6,000
| +1% | +$15.6K |
|
|
ORBC
2613
DELISTED
ORBCOMM, Inc.
ORBC
| $1.04M | ﹤0.01% |
+248,120
| New | +$1.06M |
|
2614
Kforce
KFRC
$1.04B
| $1.04M | ﹤0.01% |
26,149
-12,800
| -33% | -$506K |
|
|
MYND
2615
Mynd.ai
MYND
$19.7M
| $1.03M | ﹤0.01% |
18,974
+2,610
| +16% | +$156K |
|
2616
Lisata Therapeutics
LSTA
$10.4M
| $1.03M | ﹤0.01% |
27,427
+1,304
| +5% | +$46.9K |
|
|
MITT
2617
TPG Mortgage Investment Trust
MITT
$215M
| $1.03M | ﹤0.01% |
+22,307
| New | +$1.03M |
|
2618
Mid Penn Bancorp
MPB
$973M
| $1.03M | ﹤0.01% |
35,774
-732
| -2% | -$19.4K |
|
|
LOV
2619
DELISTED
Spark Networks SE American Depositary Shares
LOV
| $1.03M | ﹤0.01% |
227,364
+166,470
| +273% | +$857K |
|
2620
BayCom
BCML
$341M
| $1.03M | ﹤0.01% |
+45,100
| New | +$997K |
|
|
BSCM
2621
DELISTED
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
| $1.02M | ﹤0.01% |
47,605
+22,305
| +88% | +$479K |
|
2622
MIND Technology
MIND
$42.3M
| $1.02M | ﹤0.01% |
35,615
+280
| +0.8% | +$6.98K |
|
2623
Berkshire Hathaway Class A
BRK.A
$1.08T
| $1.02M | ﹤0.01% |
3
-88
| -97% | -$28.7M |
|
|
CTHR
2624
DELISTED
Charles & Colvard Ltd
CTHR
| $1.01M | ﹤0.01% |
71,461
-1,343
| -2% | -$18.9K |
|
|
NEOS
2625
DELISTED
Neos Therapeutics, Inc
NEOS
| $1.01M | ﹤0.01% |
666,868
+258,706
| +63% | +$388K |
|
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Jim Simons's Q4 2019 Portfolio in Review
As of Q4 2019, Jim Simons held 3,913 positions worth $130B, up 10% from $118B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
Jim Simons's Q4 2019 filing shows 518 new, 1,836 increased, 1,085 reduced and 443 closed positions. Its largest new stake was Amazon: 6,745,100 shares worth $623M. The largest sale was Celgene Corp, an estimated $1.54B.
By sector, the portfolio is most concentrated in Healthcare at 22% of assets, up from 19% a quarter earlier, followed by Technology and Consumer Discretionary.
- Jim Simons's largest Q4 2019 buy was Amazon: 6,745,100 shares worth $623M.
- Jim Simons added most to Bristol-Myers Squibb in Q4 2019, an estimated $1.57B increase.
- Jim Simons's biggest Q4 2019 reduction was Johnson & Johnson, cutting an estimated $561M.
- Jim Simons fully exited Celgene Corp in Q4 2019, selling an estimated $1.54B.
- Jim Simons's ten largest holdings make up 13% of its $130B portfolio in Q4 2019.
- Jim Simons opened 518 new positions and closed 443 in Q4 2019.
- Jim Simons's portfolio value rose 10% quarter-over-quarter to $130B.
Based on Renaissance Technologies's 13F filing for Q4 2019, filed 13 Feb 2020.