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
LIVE icon
3201
Live Ventures
LIVE
$30.8M
$195K ﹤0.01%
25,963
+11,601
+81% +$95K
NMCI
3202
DELISTED
Navios Maritime Containers L.P. Common Units
NMCI
$193K ﹤0.01%
+89,699
New +$168K
ELA icon
3203
Envela
ELA
$420M
$192K ﹤0.01%
+142,177
New +$197K
OTRK
3204
DELISTED
Ontrak
OTRK
$191K ﹤0.01%
+130
New +$180K
UONE icon
3205
Urban One Class A
UONE
$23.5M
$191K ﹤0.01%
9,450
-290
-3% -$6.06K
UROV
3206
DELISTED
Urovant Sciences Ltd.
UROV
$191K ﹤0.01%
+12,300
New +$133K
NTP
3207
DELISTED
Nam Tai Property Inc.
NTP
$191K ﹤0.01%
22,235
+6,143
+38% +$54.3K
RNGR icon
3208
Ranger Energy Services
RNGR
$405M
$190K ﹤0.01%
29,486
+4,500
+18% +$28.2K
APTO
3209
DELISTED
Aptose Biosciences, Inc.
APTO
$190K ﹤0.01%
+75
New +$97.7K
SFUN
3210
DELISTED
Fang Holdings Limited American Depositary Shares (each representing ten Class A Ordinary Shares)
SFUN
$190K ﹤0.01%
+6,656
New +$138K
RIVE
3211
DELISTED
Riverview Financial Corporation Common Stock
RIVE
$190K ﹤0.01%
15,240
+4,686
+44% +$54.9K
PTE
3212
DELISTED
PolarityTE, Inc. Common Stock
PTE
$188K ﹤0.01%
+2,893
New +$209K
CHCI icon
3213
Comstock Holding Companies
CHCI
$173M
$187K ﹤0.01%
95,684
-200
-0.2% -$407
STAB
3214
DELISTED
Statera Biopharma, Inc. Common Stock
STAB
$187K ﹤0.01%
310,516
+3,500
+1% +$2.59K
VISL
3215
DELISTED
Vislink Technologies, Inc. Common Stock
VISL
$187K ﹤0.01%
6,133
+2,570
+72% +$107K
ACHV icon
3216
Achieve Life Sciences
ACHV
$744M
$181K ﹤0.01%
17,113
+5,155
+43% +$111K
IDEX
3217
DELISTED
Ideanomics, Inc. Common Stock
IDEX
$181K ﹤0.01%
+1,694
New +$226K
DARE icon
3218
Dare Bioscience
DARE
$20.5M
$179K ﹤0.01%
18,155
+438
+2% +$4.26K
IMMP
3219
Immutep
IMMP
$59.5M
$176K ﹤0.01%
98,321
+51,550
+110% +$90.5K
QES
3220
DELISTED
Quintana Energy Services Inc.
QES
$175K ﹤0.01%
62,310
+22,100
+55% +$48K
XBIO icon
3221
Xenetic Biosciences
XBIO
$7.54M
$174K ﹤0.01%
+12,080
New +$153K
PRSO icon
3222
Peraso
PRSO
$10.3M
$172K ﹤0.01%
2,432
+1,078
+80% +$85.1K
GPOR
3223
DELISTED
Gulfport Energy Corp.
GPOR
$171K ﹤0.01%
56,400
-180,110
-76% -$512K
WINS
3224
DELISTED
Wins Finance Holdings Inc. Ordinary Shares (Cayman Islands)
WINS
$171K ﹤0.01%
16,300
+6,300
+63% +$70K
ORGO icon
3225
Organogenesis Holdings
ORGO
$226M
$170K ﹤0.01%
+35,300
New +$224K
127 128
129
130 131

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.