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
STPZ icon
3151
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$525M
$236K ﹤0.01%
+4,500
New +$236K
VONE icon
3152
Vanguard Russell 1000 ETF
VONE
$8.74B
$236K ﹤0.01%
+1,600
New +$226K
TDTT icon
3153
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.53B
$235K ﹤0.01%
9,500
-3,600
-27% -$88.6K
FCAP icon
3154
First Capital
FCAP
$220M
$234K ﹤0.01%
3,200
-4,300
-57% -$270K
QDF icon
3155
FlexShares Quality Dividend Index Fund
QDF
$2.29B
$233K ﹤0.01%
+4,800
New +$225K
HEPA
3156
DELISTED
Hepion Pharmaceuticals
HEPA
$231K ﹤0.01%
+43
New +$166K
PAG icon
3157
Penske Automotive Group
PAG
$14.3B
$231K ﹤0.01%
4,600
-12,100
-72% -$598K
UWM icon
3158
ProShares Ultra Russell2000
UWM
$248M
$231K ﹤0.01%
+6,000
New +$210K
LFT
3159
Lument Finance Trust
LFT
$36.5M
$230K ﹤0.01%
+71,184
New +$235K
LFUS icon
3160
Littelfuse
LFUS
$11.4B
$230K ﹤0.01%
+1,200
New +$220K
IWF icon
3161
iShares Russell 1000 Growth ETF
IWF
$129B
$229K ﹤0.01%
+5,200
New +$217K
QNRX
3162
Quoin Pharmaceuticals
QNRX
$11.8M
$227K ﹤0.01%
5
+1
+25% +$51.3K
AVGR
3163
DELISTED
Avinger, Inc. Common Stock
AVGR
$226K ﹤0.01%
661
-34
-5% -$11.9K
SCPX
3164
DELISTED
Scorpius Holdings, Inc.
SCPX
$225K ﹤0.01%
17
+7
+70% +$89.5K
BKSC
3165
DELISTED
Bank of South Carolina
BKSC
$224K ﹤0.01%
+11,938
New +$224K
VRDN icon
3166
Viridian Therapeutics
VRDN
$2.49B
$223K ﹤0.01%
30,936
+17,355
+128% +$178K
DCOY
3167
Decoy Therapeutics
DCOY
$1.92M
$222K ﹤0.01%
2
– –
VRCA icon
3168
Verrica Pharmaceuticals
VRCA
$87.4M
$221K ﹤0.01%
+1,390
New +$205K
MTL.PR
3169
DELISTED
Mechel PAO American Depositary Shares (each representing one-half of a Preferred Share)
MTL.PR
$221K ﹤0.01%
325,600
+7,200
+2% +$5.28K
NNVC icon
3170
NanoViricides
NNVC
$34.9M
$220K ﹤0.01%
87,689
+29,848
+52% +$67.5K
SAL
3171
DELISTED
Salisbury Bancorp, Inc.
SAL
$220K ﹤0.01%
+9,624
New +$201K
WSO.B
3172
Watsco Inc Class B
WSO.B
$13.6B
$218K ﹤0.01%
+1,200
New +$210K
NSYS icon
3173
Nortech Systems
NSYS
$42.5M
$217K ﹤0.01%
44,460
+3,060
+7% +$11.2K
PID icon
3174
Invesco International Dividend Achievers ETF
PID
$917M
$217K ﹤0.01%
+12,700
New +$208K
ATNM icon
3175
Actinium Pharmaceuticals
ATNM
$30.2M
$216K ﹤0.01%
33,011
+16,325
+98% +$113K
125 126
127
128 129

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.