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 21.21%
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
LIVN icon
3026
LivaNova
LIVN
$4.53B
$354K ﹤0.01%
+4,694
New +$356K
FMS icon
3027
Fresenius Medical Care
FMS
$12.6B
$350K ﹤0.01%
9,492
-16,708
-64% -$592K
SVBI
3028
DELISTED
Severn Bancorp Inc/MD
SVBI
$350K ﹤0.01%
37,600
+12,000
+47% +$103K
CRVO icon
3029
CervoMed
CRVO
$39.6M
$349K ﹤0.01%
10,111
+8,985
+798% +$549K
EIDX
3030
DELISTED
Eidos Therapeutics, Inc. Common Stock
EIDX
$349K ﹤0.01%
+6,083
New +$301K
TTMI icon
3031
TTM Technologies
TTMI
$14.5B
$347K ﹤0.01%
23,069
-277,800
-92% -$3.65M
TARA icon
3032
Protara Therapeutics
TARA
$233M
$346K ﹤0.01%
21,103
+1,917
+10% +$22K
TPIC
3033
DELISTED
TPI Composites
TPIC
$346K ﹤0.01%
+18,700
New +$343K
ZYXI
3034
DELISTED
Zynex
ZYXI
$345K ﹤0.01%
+48,180
New +$424K
TRMT
3035
DELISTED
Tremont Mortgage Trust Common Shares of Beneficial Interest
TRMT
$345K ﹤0.01%
+69,620
New +$341K
THER
3036
DELISTED
THERATECHNOLOGIES INC COM
THER
$344K ﹤0.01%
+104,267
New +$344K
MRKR icon
3037
Marker Therapeutics
MRKR
$19.3M
$343K ﹤0.01%
+11,910
New +$433K
CBMB
3038
DELISTED
CBM Bancorp, Inc.
CBMB
$343K ﹤0.01%
24,325
+11,925
+96% +$167K
DFIN icon
3039
Donnelley Financial Solutions
DFIN
$1.17B
$340K ﹤0.01%
+32,500
New +$340K
SDI
3040
DELISTED
Standard Diversified Inc. Class A Common Stock
SDI
$340K ﹤0.01%
23,200
-6,000
-21% -$75.4K
EUM icon
3041
ProShares Trust Short MSCI Emerging Markets
EUM
$9.27M
$339K ﹤0.01%
9,950
-9,613
-49% -$350K
HWBK icon
3042
Hawthorn Bancshares
HWBK
$276M
$335K ﹤0.01%
15,349
+585
+4% +$12.1K
UNT
3043
DELISTED
UNIT Corporation
UNT
$335K ﹤0.01%
481,100
+125,500
+35% +$200K
GYRE icon
3044
Gyre Therapeutics
GYRE
$706M
$334K ﹤0.01%
+6,548
New +$274K
IQLT icon
3045
iShares MSCI Intl Quality Factor ETF
IQLT
$14.3B
$329K ﹤0.01%
+10,200
New +$316K
KPRX icon
3046
Kiora Pharmaceuticals
KPRX
$11.7M
$329K ﹤0.01%
+91
New +$177K
ALT icon
3047
Altimmune
ALT
$560M
$328K ﹤0.01%
173,351
+129,736
+297% +$240K
ORTX
3048
DELISTED
Orchard Therapeutics plc American Depositary Shares
ORTX
$326K ﹤0.01%
+2,370
New +$288K
FURY
3049
Fury Gold Mines
FURY
$116M
$324K ﹤0.01%
102,304
-62,193
-38% -$183K
TIPT icon
3050
Tiptree Inc
TIPT
$668M
$324K ﹤0.01%
39,800
-34,058
-46% -$260K
120 121
122
123 124

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 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.