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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
VDE icon
3076
Vanguard Energy ETF
VDE
$10.4B
$293K ﹤0.01%
3,600
-1,900
-35% -$148K
HAPN
3077
Happen Inc
HAPN
$2.25B
$292K ﹤0.01%
+23,120
New +$298K
VPL icon
3078
Vanguard FTSE Pacific ETF
VPL
$8.65B
$292K ﹤0.01%
+4,200
New +$288K
EVFM
3079
DELISTED
Evofem Biosciences, Inc. Common Stock
EVFM
$292K ﹤0.01%
3,157
+2,124
+206% +$179K
IGM icon
3080
iShares Expanded Tech Sector ETF
IGM
$10.9B
$291K ﹤0.01%
+7,200
New +$274K
LKFT
3081
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.83B
$290K ﹤0.01%
+1,400
New +$259K
PJT icon
3082
PJT Partners
PJT
$4.36B
$289K ﹤0.01%
+6,400
New +$269K
KZR
3083
DELISTED
Kezar Life Sciences
KZR
$288K ﹤0.01%
7,172
-898
-11% -$27.6K
MICR
3084
DELISTED
Micron Solutions, Inc.
MICR
$287K ﹤0.01%
120,200
+1,000
+0.8% +$2.36K
DVYE icon
3085
iShares Emerging Markets Dividend ETF
DVYE
$1.21B
$284K ﹤0.01%
+6,982
New +$270K
IRD
3086
Opus Genetics
IRD
$313M
$283K ﹤0.01%
37,083
+9,807
+36% +$73.9K
BOSC icon
3087
Better Online Solutions
BOSC
$31.8M
$281K ﹤0.01%
141,404
+3,920
+3% +$7.8K
RNTX
3088
Rein Therapeutics
RNTX
$68.9M
$281K ﹤0.01%
24,554
+7,542
+44% +$74.4K
OIH icon
3089
VanEck Oil Services ETF
OIH
$1.95B
$280K ﹤0.01%
1,055
-2,695
-72% -$645K
AXAS
3090
DELISTED
Abraxas Petroleum Corp
AXAS
$278K ﹤0.01%
39,581
+8,435
+27% +$54.4K
AGZ icon
3091
iShares Agency Bond ETF
AGZ
$566M
$277K ﹤0.01%
2,396
+196
+9% +$22.7K
DXLG icon
3092
Destination XL Group
DXLG
$33M
$276K ﹤0.01%
215,288
+50,226
+30% +$70.9K
TAYD icon
3093
Taylor Devices
TAYD
$172M
$274K ﹤0.01%
26,100
+2,500
+11% +$26.3K
FNCB
3094
DELISTED
FNCB Bancorp Inc. Common Stock
FNCB
$274K ﹤0.01%
32,400
-6,000
-16% -$47.2K
UFS
3095
DELISTED
DOMTAR CORPORATION (New)
UFS
$271K ﹤0.01%
7,100
-307,042
-98% -$11.4M
TSRI
3096
DELISTED
TSR Inc. New
TSRI
$271K ﹤0.01%
75,550
+400
+0.5% +$1.34K
HZN
3097
DELISTED
Horizon Global Corporation
HZN
$270K ﹤0.01%
77,402
+67,202
+659% +$249K
SPH icon
3098
Suburban Propane Partners
SPH
$1.18B
$265K ﹤0.01%
12,116
-383
-3% -$8.79K
ELDN icon
3099
Eledon Pharmaceuticals
ELDN
$291M
$264K ﹤0.01%
25,319
+4,084
+19% +$43.3K
BECN
3100
DELISTED
Beacon Roofing Supply, Inc.
BECN
$264K ﹤0.01%
+8,257
New +$261K
122 123
124
125 126

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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.