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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
CIVI
2826
DELISTED
Civitas Resources
CIVI
$605K ﹤0.01%
25,900
-22,300
-46% -$441K
IOTS
2827
DELISTED
Adesto Technologies Corp
IOTS
$603K ﹤0.01%
70,900
-71,500
-50% -$562K
WYY icon
2828
WidePoint Corp
WYY
$115M
$599K ﹤0.01%
150,379
+34,220
+29% +$124K
GHL
2829
DELISTED
Greenhill & Co., Inc.
GHL
$598K ﹤0.01%
+35,000
New +$568K
APLS
2830
DELISTED
Apellis Pharmaceuticals
APLS
$597K ﹤0.01%
+19,513
New +$540K
REPL icon
2831
Replimune Group
REPL
$1.42B
$596K ﹤0.01%
+41,500
New +$598K
ENG
2832
DELISTED
ENGlobal Corp
ENG
$594K ﹤0.01%
75,753
+14,324
+23% +$116K
MTEX icon
2833
Mannatech
MTEX
$9.78M
$591K ﹤0.01%
36,717
+2,700
+8% +$43.2K
RTC
2834
DELISTED
Baijiayun Group
RTC
$591K ﹤0.01%
41,937
+5,995
+17% +$89.3K
CASA
2835
DELISTED
Casa Systems, Inc. Common Stock
CASA
$591K ﹤0.01%
144,381
-344,719
-70% -$1.65M
OPNT
2836
DELISTED
Opiant Pharmaceuticals, Inc. Common Stock
OPNT
$591K ﹤0.01%
41,028
+25,819
+170% +$376K
DSI icon
2837
iShares MSCI KLD 400 Social ETF
DSI
$5.58B
$589K ﹤0.01%
+9,800
New +$563K
QRHC icon
2838
Quest Resource Holding
QRHC
$30M
$589K ﹤0.01%
270,224
-4,800
-2% -$11.5K
IMUX icon
2839
Immunic
IMUX
$217M
$588K ﹤0.01%
6,063
+1,860
+44% +$155K
BLPH
2840
DELISTED
Bellerophon Therapeutics, Inc.
BLPH
$587K ﹤0.01%
111,954
+8,100
+8% +$51.5K
MGV icon
2841
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.7B
$584K ﹤0.01%
+6,700
New +$562K
SECO
2842
DELISTED
Secoo Holding Limited ADR
SECO
$584K ﹤0.01%
9,920
+930
+10% +$55.2K
IYW icon
2843
iShares US Technology ETF
IYW
$25.7B
$582K ﹤0.01%
+10,000
New +$544K
PSK icon
2844
State Street SPDR ICE Preferred Securities ETF
PSK
$685M
$582K ﹤0.01%
13,220
-21,305
-62% -$935K
IWP icon
2845
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
$580K ﹤0.01%
+7,600
New +$557K
RSP icon
2846
Invesco S&P 500 Equal Weight ETF
RSP
$100B
$579K ﹤0.01%
+5,000
New +$555K
GNCA
2847
DELISTED
Genocea Biosciences, Inc.
GNCA
$579K ﹤0.01%
279,511
+76,149
+37% +$181K
CEA
2848
DELISTED
China Eastern Airlines
CEA
$578K ﹤0.01%
21,100
-6,100
-22% -$155K
FLNT
2849
Fluent
FLNT
$129M
$577K ﹤0.01%
38,484
-16,350
-30% -$221K
ALIM
2850
DELISTED
Alimera Sciences
ALIM
$574K ﹤0.01%
75,704
+2,757
+4% +$16.5K
112 113
114
115 116

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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.