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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
ACIC icon
2726
American Coastal Insurance
ACIC
$463M
$803K ﹤0.01%
63,700
-31,200
-33% -$396K
RDVT icon
2727
Red Violet
RDVT
$1.12B
$803K ﹤0.01%
43,400
-17,992
-29% -$291K
ENBL
2728
DELISTED
ENABLE MIDSTREAM PARTNERS, LP
ENBL
$796K ﹤0.01%
79,348
+13,138
+20% +$134K
CELH icon
2729
Celsius Holdings
CELH
$7.27B
$795K ﹤0.01%
+493,800
New +$656K
BOKF icon
2730
BOK Financial
BOKF
$8.88B
$788K ﹤0.01%
9,018
-109,861
-92% -$8.95M
QBAK
2731
DELISTED
Qualstar Corp
QBAK
$788K ﹤0.01%
145,196
-2,104
-1% -$11.8K
LONE
2732
DELISTED
Lonestar Resources US Inc. Class A Common Stock
LONE
$787K ﹤0.01%
301,516
-32,700
-10% -$76.7K
ODT
2733
DELISTED
Odonate Therapeutics, Inc. Common Stock
ODT
$782K ﹤0.01%
24,100
-1,226
-5% -$38K
EWT icon
2734
iShares MSCI Taiwan ETF
EWT
$11.5B
$781K ﹤0.01%
19,000
-31,200
-62% -$1.23M
TREC
2735
DELISTED
Trecora Resources
TREC
$781K ﹤0.01%
109,285
+32,500
+42% +$266K
DIT icon
2736
AMCON Distributing
DIT
$66.4M
$780K ﹤0.01%
16,245
– –
URTH icon
2737
iShares MSCI World ETF
URTH
$8.39B
$780K ﹤0.01%
7,900
+4,100
+108% +$390K
LUB
2738
DELISTED
Luby's Inc.
LUB
$779K ﹤0.01%
354,274
+28,790
+9% +$58.3K
SYBX
2739
DELISTED
Synlogic
SYBX
$777K ﹤0.01%
20,085
+9,840
+96% +$331K
LWAY icon
2740
Lifeway Foods
LWAY
$395M
$774K ﹤0.01%
388,798
+24,400
+7% +$49.9K
SPXL icon
2741
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.38B
$767K ﹤0.01%
+11,600
New +$672K
DXJ icon
2742
WisdomTree Japan Hedged Equity Fund
DXJ
$7.53B
$764K ﹤0.01%
+14,200
New +$758K
LEU icon
2743
Centrus Energy
LEU
$3.89B
$760K ﹤0.01%
110,505
+91,000
+467% +$512K
MGC icon
2744
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$760K ﹤0.01%
+6,800
New +$726K
BWX icon
2745
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
$757K ﹤0.01%
26,278
-2,752
-9% -$78.8K
MGK icon
2746
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.9B
$757K ﹤0.01%
+26,000
New +$718K
STIM icon
2747
Neuronetics
STIM
$216M
$757K ﹤0.01%
168,694
+150,600
+832% +$936K
CVU icon
2748
CPI Aerostructures
CVU
$77.9M
$756K ﹤0.01%
112,281
+25,695
+30% +$189K
ASPU
2749
DELISTED
ASPEN GROUP, INC.
ASPU
$754K ﹤0.01%
+94,244
New +$615K
XSLV icon
2750
Invesco S&P SmallCap Low Volatility ETF
XSLV
$251M
$753K ﹤0.01%
14,800
+4,100
+38% +$205K
108 109
110
111 112

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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.