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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
+11.58%
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
$130B
AUM Growth
+$12B
Cap. Flow
+$2.46B
Cap. Flow %
1.89%
Top 10 Hldgs %
12.68%
Holding
3,913
New
518
Increased
1,836
Reduced
1,085
Closed
443

Top Buys

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$1.57B
2
TSLA icon
Tesla
TSLA
+$1.06B
3
AMZN icon
Amazon
AMZN
+$597M
4
QCOM icon
Qualcomm
QCOM
+$374M
5
ABBV icon
AbbVie
ABBV
+$373M

Top Sells

Rank Stock Value
1
CELG
Celgene Corp
CELG
+$1.54B
2
JNJ icon
Johnson & Johnson
JNJ
+$561M
3
UNH icon
UnitedHealth
UNH
+$353M
4
META icon
Meta Platforms (Facebook)
META
+$345M
5
SBUX icon
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
SHLX
2626
DELISTED
Shell Midstream Partners, L.P.
SHLX
$1.01M ﹤0.01%
+49,766
New +$1.01M
ELOX
2627
DELISTED
Eloxx Pharmaceuticals, Inc. Common Stock
ELOX
$1M ﹤0.01%
3,413
+2,905
+572% +$585K
FSI icon
2628
Flexible Solutions
FSI
$64M
$1M ﹤0.01%
389,551
-2,950
-0.8% -$7.58K
VYNT
2629
DELISTED
Vyant Bio, Inc. Common Stock
VYNT
$1M ﹤0.01%
33,606
+8,304
+33% +$199K
GL icon
2630
Globe Life
GL
$14.1B
$1M ﹤0.01%
9,500
-134,300
-93% -$13.4M
NAAS
2631
NaaS Technology Inc
NAAS
$57.5M
$1M ﹤0.01%
18
+2
+13% +$117K
JOYY
2632
JOYY Inc
JOYY
$3.68B
$1M ﹤0.01%
18,939
-187,561
-91% -$11M
SMIT
2633
DELISTED
Schmitt Industries Inc
SMIT
$996K ﹤0.01%
258,148
-2,900
-1% -$9.69K
DSKE
2634
DELISTED
Daseke, Inc. Common Stock
DSKE
$995K ﹤0.01%
314,797
+89,697
+40% +$263K
ACGN
2635
DELISTED
Aceragen Inc
ACGN
$992K ﹤0.01%
32,093
+12,189
+61% +$453K
SFBS
2636
ServisFirst Bancshares
SFBS
$5.01B
$991K ﹤0.01%
26,300
-20,800
-44% -$744K
INST
2637
DELISTED
Instructure, Inc.
INST
$988K ﹤0.01%
+20,500
New +$962K
GVP
2638
DELISTED
GSE Systems, Inc.
GVP
$986K ﹤0.01%
59,764
+2,038
+4% +$28K
HIL
2639
DELISTED
Hill International, Inc. Common Stock
HIL
$985K ﹤0.01%
311,689
+26,045
+9% +$77.9K
CMCT
2640
Creative Media & Community Trust
CMCT
$14.3M
$983K ﹤0.01%
3
+2
+200% +$713K
USIG icon
2641
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$979K ﹤0.01%
16,797
+6,197
+58% +$360K
REVG
2642
DELISTED
REV Group
REVG
$978K ﹤0.01%
+80,000
New +$1.01M
NPKI
2643
NPK International
NPKI
$1.2B
$978K ﹤0.01%
156,000
-110,900
-42% -$722K
VOLT
2644
DELISTED
Volt Information Sciences, Inc.
VOLT
$976K ﹤0.01%
393,610
+29,800
+8% +$82.8K
PHLT
2645
DELISTED
Performant Healthcare Inc
PHLT
$975K ﹤0.01%
956,139
+5,400
+0.6% +$5.22K
TISI icon
2646
Team
TISI
$101M
$974K ﹤0.01%
6,099
+719
+13% +$122K
AIFU
2647
AIFU Inc
AIFU
$221M
$974K ﹤0.01%
94
-166
-64% -$1.71M
HBMD
2648
DELISTED
Howard Bancorp, Inc. Common Stock
HBMD
$974K ﹤0.01%
57,699
+2,099
+4% +$34.9K
CVS icon
2649
CVS Health
CVS
$124B
$970K ﹤0.01%
13,053
-386,215
-97% -$27.1M
FET icon
2650
Forum Energy Technologies
FET
$960M
$967K ﹤0.01%
28,782
-6,035
-17% -$163K
104 105
106
107 108

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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.