We are live on ! Find out more
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
FWDI
2776
Forward Industries Inc
FWDI
$291M
$696K ﹤0.01%
70,331
+40
+0.1% +$407
AXIA.PR
2777
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
$695K ﹤0.01%
92,551
+9,709
+12% +$70.6K
SPTM icon
2778
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.2B
$694K ﹤0.01%
+17,400
New +$663K
OPBK icon
2779
OP Bancorp
OPBK
$232M
$693K ﹤0.01%
66,800
+53,500
+402% +$526K
BKJ
2780
DELISTED
Bancorp of New Jersey, Inc.
BKJ
$692K ﹤0.01%
38,700
+20,500
+113% +$375K
INSE icon
2781
Inspired Entertainment
INSE
$164M
$690K ﹤0.01%
102,170
-1,400
-1% -$10K
CUE icon
2782
Cue Biopharma
CUE
$137M
$689K ﹤0.01%
+1,446
New +$454K
TRMB icon
2783
Trimble
TRMB
$13.1B
$688K ﹤0.01%
+16,500
New +$656K
CGRN
2784
DELISTED
Capstone Green Energy Corporation Common Stock
CGRN
$685K ﹤0.01%
223,890
+42,796
+24% +$144K
AORT icon
2785
Artivion
AORT
$1.39B
$683K ﹤0.01%
25,200
-67,900
-73% -$1.67M
SMHI icon
2786
SEACOR Marine Holdings
SMHI
$266M
$681K ﹤0.01%
49,372
+5,500
+13% +$71.6K
THD icon
2787
iShares MSCI Thailand ETF
THD
$354M
$680K ﹤0.01%
+7,757
New +$681K
XFOR icon
2788
X4 Pharmaceuticals
XFOR
$423M
$678K ﹤0.01%
+2,111
New +$757K
SCHM icon
2789
Schwab US Mid-Cap ETF
SCHM
$15.4B
$677K ﹤0.01%
33,753
+9,753
+41% +$189K
MTNB icon
2790
Matinas BioPharma
MTNB
$1.52M
$676K ﹤0.01%
+5,959
New +$345K
RIBT
2791
DELISTED
RiceBran Technologies
RIBT
$674K ﹤0.01%
45,877
-5,141
-10% -$121K
PAR icon
2792
PAR Technology
PAR
$771M
$673K ﹤0.01%
+21,900
New +$599K
EVOL
2793
DELISTED
Evolving Systems, Inc.
EVOL
$673K ﹤0.01%
753,215
+39,060
+5% +$39.9K
FRPH icon
2794
FRP Holdings
FRPH
$428M
$672K ﹤0.01%
27,000
-2,676
-9% -$67.3K
SCHX icon
2795
Schwab US Large- Cap ETF
SCHX
$75.1B
$668K ﹤0.01%
+52,200
New +$640K
ALNA
2796
DELISTED
Allena Pharmaceuticals
ALNA
$660K ﹤0.01%
241,700
+115,300
+91% +$379K
CPRX
2797
DELISTED
Catalyst Pharmaceutical
CPRX
$659K ﹤0.01%
+175,700
New +$822K
SIFY
2798
Sify Technologies
SIFY
$1.14B
$657K ﹤0.01%
89,088
+966
+1% +$7.7K
CBNK icon
2799
Capital Bancorp
CBNK
$618M
$656K ﹤0.01%
44,083
+22,679
+106% +$322K
DIA icon
2800
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
$656K ﹤0.01%
+2,300
New +$634K
110 111
112
113 114

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.