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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
TEO icon
2801
Telecom Argentina
TEO
$5.8B
$655K ﹤0.01%
57,700
+17,786
+45% +$178K
SXT icon
2802
Sensient Technologies
SXT
$5.56B
$654K ﹤0.01%
9,900
-102,997
-91% -$6.59M
QHC
2803
DELISTED
Quorum Health Corporation
QHC
$654K ﹤0.01%
684,388
+91,000
+15% +$89.1K
VONG icon
2804
Vanguard Russell 1000 Growth ETF
VONG
$46.3B
$651K ﹤0.01%
+14,400
New +$618K
OIG
2805
DELISTED
Orbital Infrastructure Group, Inc. Common Stock
OIG
$651K ﹤0.01%
14,792
+768
+5% +$28.5K
NBLX
2806
DELISTED
Noble Midstream Partners LP
NBLX
$651K ﹤0.01%
+24,521
New +$580K
CFRX
2807
DELISTED
ContraFect Corporation
CFRX
$648K ﹤0.01%
1,304
+689
+112% +$200K
HDV
2808
iShares Core High Dividend ETF
HDV
$15.1B
$647K ﹤0.01%
33,000
-70,500
-68% -$1.35M
VONV icon
2809
Vanguard Russell 1000 Value ETF
VONV
$22.1B
$647K ﹤0.01%
10,800
+4,600
+74% +$266K
STXS icon
2810
Stereotaxis
STXS
$134M
$635K ﹤0.01%
120,088
+107,588
+861% +$428K
MNA icon
2811
IQ ARB Merger Arbitrage ETF
MNA
$254M
$634K ﹤0.01%
+19,101
New +$624K
MLKN icon
2812
MillerKnoll
MLKN
$1.6B
$633K ﹤0.01%
15,200
-367,065
-96% -$17M
TENX icon
2813
Tenax Therapeutics
TENX
$67.7M
$632K ﹤0.01%
280
+24
+9% +$46.7K
TTPH
2814
DELISTED
Tetraphase Pharmaceuticals, Inc.
TTPH
$632K ﹤0.01%
224,940
+62,125
+38% +$199K
MDLY
2815
DELISTED
Medley Management Inc
MDLY
$630K ﹤0.01%
21,300
+2,260
+12% +$70.9K
BLU
2816
DELISTED
BELLUS Health Inc.
BLU
$627K ﹤0.01%
82,638
+44,200
+115% +$302K
CCM
2817
Concord Medical Services
CCM
$21.1M
$626K ﹤0.01%
23,460
+30
+0.1% +$785
SCYX icon
2818
SCYNEXIS
SCYX
$51.4M
$626K ﹤0.01%
8,592
+2,671
+45% +$220K
QAI icon
2819
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$1.03B
$619K ﹤0.01%
20,099
+4,507
+29% +$139K
HEP
2820
DELISTED
Holly Energy Partners, L.P.
HEP
$617K ﹤0.01%
27,837
+6,406
+30% +$146K
VOOV icon
2821
Vanguard S&P 500 Value ETF
VOOV
$6.82B
$616K ﹤0.01%
4,900
+700
+17% +$84.1K
ICD
2822
DELISTED
Independence Contract Drilling, Inc.
ICD
$614K ﹤0.01%
30,785
+2,470
+9% +$44K
AGFS
2823
DELISTED
AgroFresh Solutions Inc
AGFS
$614K ﹤0.01%
238,088
+92,585
+64% +$217K
ARKK icon
2824
ARK Innovation ETF
ARKK
$6.46B
$611K ﹤0.01%
+12,200
New +$567K
CQP icon
2825
Cheniere Energy
CQP
$33.6B
$611K ﹤0.01%
+15,342
New +$645K
111 112
113
114 115

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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.