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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
IYH icon
3176
iShares US Healthcare ETF
IYH
$3.77B
$216K ﹤0.01%
+5,000
New +$202K
SCHH icon
3177
Schwab US REIT ETF
SCHH
$11.4B
$216K ﹤0.01%
+9,400
New +$219K
UBX
3178
DELISTED
Unity Biotechnology
UBX
$216K ﹤0.01%
+3,000
New +$212K
IVW icon
3179
iShares S&P 500 Growth ETF
IVW
$77.9B
$213K ﹤0.01%
+4,400
New +$204K
CPHI icon
3180
China Pharma Holdings
CPHI
$44.2M
$212K ﹤0.01%
1,787
+324
+22% +$39.9K
AKTS
3181
DELISTED
Akoustis Technologies Inc
AKTS
$212K ﹤0.01%
+26,552
New +$207K
CCRC
3182
DELISTED
China Customer Relations Centers, Inc
CCRC
$212K ﹤0.01%
22,206
+3,400
+18% +$34.3K
ARES icon
3183
Ares Management
ARES
$33.7B
$211K ﹤0.01%
5,900
-371,200
-98% -$11.5M
AVXL icon
3184
Anavex Life Sciences
AVXL
$303M
$211K ﹤0.01%
+81,541
New +$214K
PULM icon
3185
Pulmatrix
PULM
$5.51M
$210K ﹤0.01%
+12,235
New +$194K
EMLP icon
3186
First Trust North American Energy Infrastructure Fund
EMLP
$4.16B
$209K ﹤0.01%
8,200
-300
-4% -$7.46K
MUX icon
3187
McEwen Inc
MUX
$1.14B
$209K ﹤0.01%
+16,340
New +$231K
IYF icon
3188
iShares US Financials ETF
IYF
$4.44B
$207K ﹤0.01%
3,000
-8,600
-74% -$571K
QTNT
3189
DELISTED
Quotient Limited Ordinary Shares
QTNT
$207K ﹤0.01%
+545
New +$181K
MOO icon
3190
VanEck Agribusiness ETF
MOO
$972M
$206K ﹤0.01%
+3,000
New +$200K
CNSY
3191
Cerenome, Inc. Common Stock
CNSY
$25.5M
$206K ﹤0.01%
228
+135
+145% +$124K
TWST icon
3192
Twist Bioscience
TWST
$7.86B
$206K ﹤0.01%
+9,800
New +$229K
BSVN icon
3193
Bank7 Corp
BSVN
$499M
$205K ﹤0.01%
+10,800
New +$202K
LKCO
3194
DELISTED
Luokung Technology Corp Ordinary Shares
LKCO
$205K ﹤0.01%
+523
New +$260K
CKPT
3195
DELISTED
Checkpoint Therapeutics
CKPT
$204K ﹤0.01%
11,870
-770
-6% -$12.9K
OBCI
3196
DELISTED
Ocean Bio-Chem Inc
OBCI
$204K ﹤0.01%
61,574
+2,974
+5% +$10.2K
GRBK icon
3197
Green Brick Partners
GRBK
$3.04B
$203K ﹤0.01%
17,659
-9,394
-35% -$103K
ASFI
3198
DELISTED
Asta Funding Inc
ASFI
$203K ﹤0.01%
19,619
-1,600
-8% -$14.5K
KSPN
3199
DELISTED
Kaspien Holdings Inc. Common Stock
KSPN
$200K ﹤0.01%
99,399
+30,101
+43% +$85.3K
WRN
3200
Western Copper and Gold
WRN
$541M
$197K ﹤0.01%
238,620
+113,727
+91% +$84.3K
126 127
128
129 130

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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.