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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 21.21%
2 Technology 12.9%
3 Consumer Discretionary 10.45%
4 Financials 8.48%
5 Industrials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PSHG icon
2976
Performance Shipping
PSHG
$21.8M
$399K ﹤0.01%
3,165
+1,831
+137% +$254K
LITB
2977
LightInTheBox
LITB
$56.7M
$396K ﹤0.01%
62,872
+948
+2% +$5.47K
COWN
2978
DELISTED
Cowen Inc. Class A Common Stock
COWN
$395K ﹤0.01%
25,050
-52,328
-68% -$786K
PCAR icon
2979
PACCAR
PCAR
$69B
$394K ﹤0.01%
7,467
-517,050
-99% -$26.6M
CRDF icon
2980
Cardiff Oncology
CRDF
$77.1M
$393K ﹤0.01%
317,303
+7,700
+2% +$11K
QTRX icon
2981
Quanterix
QTRX
$139M
$392K ﹤0.01%
+16,600
New +$379K
BELFA icon
2982
Bel Fuse Inc Class A
BELFA
$3.4B
$389K ﹤0.01%
24,000
+1,800
+8% +$25.1K
NDLS icon
2983
Noodles & Co
NDLS
$98M
$387K ﹤0.01%
+8,723
New +$385K
JCAP
2984
DELISTED
Jernigan Capital, Inc.
JCAP
$387K ﹤0.01%
20,200
-174,812
-90% -$3.22M
DIV icon
2985
Global X SuperDividend US ETF
DIV
$780M
$384K ﹤0.01%
+16,187
New +$379K
EMX
2986
DELISTED
EMX Royalty
EMX
$384K ﹤0.01%
233,632
+17,130
+8% +$24.4K
SLNO
2987
DELISTED
Soleno Therapeutics
SLNO
$384K ﹤0.01%
8,717
-1,708
-16% -$43.7K
GNMX
2988
DELISTED
Aevi Genomic Medicine Inc
GNMX
$382K ﹤0.01%
2,615,632
+223,844
+9% +$30.5K
CART
2989
DELISTED
Carolina Trust BancShares
CART
$381K ﹤0.01%
29,200
+1,700
+6% +$19.8K
PRPH
2990
DELISTED
ProPhase Labs
PRPH
$379K ﹤0.01%
19,260
+100
+0.5% +$1.96K
CETX icon
2991
Cemtrex
CETX
$5.2M
– –
0
– –
UPRO icon
2992
ProShares UltraPro S&P 500
UPRO
$5.86B
$378K ﹤0.01%
+10,800
New +$331K
VBK icon
2993
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.9B
$378K ﹤0.01%
1,900
+800
+73% +$152K
AUBN icon
2994
Auburn National Bancorp
AUBN
$92.8M
$376K ﹤0.01%
7,090
+690
+11% +$30.8K
CELC icon
2995
Celcuity
CELC
$4.49B
$376K ﹤0.01%
+35,300
New +$462K
RSPT icon
2996
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$6.05B
$376K ﹤0.01%
19,000
-6,000
-24% -$113K
PBBI
2997
DELISTED
PB Bancorp, Inc. Common Stock
PBBI
$376K ﹤0.01%
+24,800
New +$353K
GLMD icon
2998
Galmed Pharmaceuticals
GLMD
$4.63M
$375K ﹤0.01%
361
+269
+292% +$231K
TNXP icon
2999
Tonix Pharmaceuticals
TNXP
$214M
$375K ﹤0.01%
+1
New +$1.59M
AOA icon
3000
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.3B
$374K ﹤0.01%
+6,456
New +$364K
118 119
120
121 122

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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 21% 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.