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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
STGW icon
2651
Stagwell
STGW
$2.26B
$967K ﹤0.01%
347,777
+143,377
+70% +$386K
AHG
2652
Akso Health Group
AHG
$1.07B
$960K ﹤0.01%
342,222
+56,100
+20% +$147K
AEY
2653
DELISTED
ADDvantage Technologies Group
AEY
$959K ﹤0.01%
39,002
+5,461
+16% +$124K
AATC
2654
DELISTED
Autoscope Technologies Corporation Common Stock
AATC
$958K ﹤0.01%
211,050
+4,500
+2% +$21K
HYEM icon
2655
VanEck Emerging Markets High Yield Bond ETF
HYEM
$527M
$956K ﹤0.01%
+40,300
New +$945K
TGLS icon
2656
Tecnoglass Holdings Inc.
TGLS
$1.86B
$951K ﹤0.01%
115,257
-8,879
-7% -$71.6K
BSJL
2657
DELISTED
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
$947K ﹤0.01%
+38,364
New +$943K
FBIO icon
2658
Fortress Biotech
FBIO
$92.7M
$946K ﹤0.01%
24,540
+12,765
+108% +$328K
PRLB icon
2659
Protolabs
PRLB
$2.19B
$944K ﹤0.01%
9,300
-6,400
-41% -$634K
FGBI icon
2660
First Guaranty Bancshares
FGBI
$137M
$942K ﹤0.01%
47,605
+4,831
+11% +$86.3K
IUSG icon
2661
iShares Core S&P US Growth ETF
IUSG
$33.9B
$940K ﹤0.01%
+13,900
New +$901K
STRR
2662
Star Equity Holdings
STRR
$37M
$938K ﹤0.01%
78,496
+3,054
+4% +$36.8K
NS
2663
DELISTED
NuStar Energy L.P.
NS
$938K ﹤0.01%
+36,296
New +$1.01M
NL icon
2664
NLI Holdings
NL
$317M
$931K ﹤0.01%
238,204
+13,300
+6% +$54.5K
AFBI
2665
DELISTED
Affinity Bancshares
AFBI
$930K ﹤0.01%
73,613
+13,137
+22% +$156K
MHH icon
2666
Mastech Digital
MHH
$93.8M
$930K ﹤0.01%
83,986
+33,048
+65% +$266K
TRNS icon
2667
Transcat
TRNS
$868M
$930K ﹤0.01%
29,186
-19,800
-40% -$603K
ZEAL
2668
DELISTED
Zealand Pharma A/S American Depositary Shares
ZEAL
$929K ﹤0.01%
27,978
+17,378
+164% +$519K
SMSI icon
2669
Smith Micro Software
SMSI
$16.1M
$928K ﹤0.01%
5,830
+2,040
+54% +$403K
SCPH
2670
DELISTED
scPharmaceuticals
SCPH
$926K ﹤0.01%
163,677
+51,546
+46% +$264K
HHS icon
2671
Harte-Hanks
HHS
$31.5M
$925K ﹤0.01%
258,341
+3,700
+1% +$11K
GURE
2672
Gulf Resources
GURE
$4.71M
$923K ﹤0.01%
36,185
-418
-1% -$13.2K
MBRX icon
2673
Moleculin Biotech
MBRX
$4.54M
$922K ﹤0.01%
448
+32
+8% +$74.9K
PK icon
2674
Park Hotels & Resorts
PK
$3.05B
$922K ﹤0.01%
35,639
-617,575
-95% -$14.8M
DGRW icon
2675
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$921K ﹤0.01%
+19,000
New +$887K
105 106
107
108 109

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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.