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
SSTI icon
2926
SoundThinking
SSTI
$107M
$472K ﹤0.01%
18,500
+4,800
+35% +$107K
MNKD icon
2927
MannKind Corp
MNKD
$1.2B
$470K ﹤0.01%
+364,075
New +$466K
DEM icon
2928
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.98B
$469K ﹤0.01%
+10,248
New +$445K
STNG icon
2929
Scorpio Tankers
STNG
$3.81B
$469K ﹤0.01%
11,919
-376,301
-97% -$12.9M
BOC icon
2930
Boston Omaha
BOC
$436M
$465K ﹤0.01%
22,100
-7,100
-24% -$149K
FXL icon
2931
First Trust Technology AlphaDEX Fund
FXL
$2.89B
$464K ﹤0.01%
+6,400
New +$439K
LMB icon
2932
Limbach Holdings
LMB
$536M
$464K ﹤0.01%
122,717
-23,615
-16% -$91.8K
PDBC icon
2933
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.61B
$464K ﹤0.01%
+28,000
New +$451K
GTIM icon
2934
Good Times Restaurants
GTIM
$15.8M
$462K ﹤0.01%
290,861
+47,011
+19% +$79.1K
ALDX icon
2935
Aldeyra Therapeutics
ALDX
$91.7M
$460K ﹤0.01%
+79,200
New +$457K
AQST icon
2936
Aquestive Therapeutics
AQST
$533M
$460K ﹤0.01%
+79,000
New +$411K
SAH icon
2937
Sonic Automotive
SAH
$2.56B
$459K ﹤0.01%
+14,800
New +$468K
GTN.A icon
2938
Gray Media Inc
GTN.A
$612M
$457K ﹤0.01%
23,000
– –
DGAZ
2939
DELISTED
VelocityShares 3x Inverse Natural Gas ETN linked to the S&P GSCI Natural Gas Index Excess Return
DGAZ
$457K ﹤0.01%
+2,500
New +$348K
ITOT icon
2940
iShares Core S&P Total US Stock Market ETF
ITOT
$98.5B
$451K ﹤0.01%
+6,200
New +$431K
MRIN
2941
DELISTED
Marin Software
MRIN
$451K ﹤0.01%
54,423
+2,317
+4% +$25.5K
SNGX icon
2942
Soligenix
SNGX
$8.29M
$451K ﹤0.01%
1,298
+173
+15% +$43.6K
CVV icon
2943
CVD Equipment Corp
CVV
$52.1M
$450K ﹤0.01%
139,791
+10,500
+8% +$36.5K
CIZN
2944
DELISTED
Citizens Holding Co.
CIZN
$449K ﹤0.01%
20,500
+1,700
+9% +$36K
CLRB icon
2945
Cellectar Biosciences
CLRB
$20.8M
$448K ﹤0.01%
663
+73
+12% +$38K
CYBE
2946
DELISTED
Cyberoptics Corp
CYBE
$447K ﹤0.01%
+24,300
New +$413K
IXJ icon
2947
iShares Global Healthcare ETF
IXJ
$4.23B
$444K ﹤0.01%
+6,457
New +$419K
FRTX
2948
DELISTED
Fresh Tracks Therapeutics, Inc. Common Stock
FRTX
$442K ﹤0.01%
6,541
+649
+11% +$75.1K
IUSV icon
2949
iShares Core S&P US Value ETF
IUSV
$28B
$441K ﹤0.01%
7,000
-6,600
-49% -$398K
QTEC icon
2950
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.92B
$440K ﹤0.01%
4,400
+1,500
+52% +$140K
116 117
118
119 120

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.