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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
SSY
3226
DELISTED
SunLink Health Systems
SSY
$170K ﹤0.01%
158,700
+2,900
+2% +$3.35K
NTGN
3227
DELISTED
Neon Therapeutics, Inc. Common Stock
NTGN
$170K ﹤0.01%
144,041
-21,080
-13% -$33.7K
USWS
3228
DELISTED
U.S. Well Services, Inc. Class A Common Stock
USWS
$169K ﹤0.01%
4,258
+2,306
+118% +$84K
NVIV
3229
DELISTED
InVivo Therapeutics Holdings Corp
NVIV
$166K ﹤0.01%
982
+340
+53% +$84.5K
UBCP icon
3230
United Bancorp
UBCP
$89.4M
$163K ﹤0.01%
+11,400
New +$142K
BRN icon
3231
Barnwell Industries
BRN
$13.9M
$161K ﹤0.01%
155,844
+16,200
+12% +$8.62K
HSDT icon
3232
Solana Company
HSDT
$105M
– –
0
– –
EMWP
3233
DELISTED
Eros Media World PLC
EMWP
$161K ﹤0.01%
2,380
-35,881
-94% -$1.68M
NG icon
3234
NovaGold Resources
NG
$3.4B
$159K ﹤0.01%
17,690
-659,710
-97% -$4.57M
NUWE icon
3235
Nuwellis
NUWE
$474K
– –
0
– –
ENFY
3236
DELISTED
Enlightify Inc
ENFY
$158K ﹤0.01%
56,277
-900
-2% -$3.19K
SKYS
3237
DELISTED
Sky Solar Holdings, Ltd.
SKYS
$158K ﹤0.01%
105,129
+12,917
+14% +$19.5K
KZIA
3238
Kazia Therapeutics
KZIA
$151M
$156K ﹤0.01%
717
+30
+4% +$5.71K
AEHR icon
3239
Aehr Test Systems
AEHR
$4.02B
$155K ﹤0.01%
+77,600
New +$145K
XPRO icon
3240
Expro Ltd
XPRO
$2.1B
$155K ﹤0.01%
+4,983
New +$153K
CATX icon
3241
Perspective Therapeutics
CATX
$354M
$154K ﹤0.01%
+24,655
New +$108K
CTRM icon
3242
Castor Maritime
CTRM
$21.8M
$154K ﹤0.01%
834
+534
+178% +$147K
EDN
3243
Edenor
EDN
$1.04B
$154K ﹤0.01%
+24,564
New +$140K
ESEA icon
3244
Euroseas
ESEA
$519M
$154K ﹤0.01%
46,588
+18,122
+64% +$67.8K
FENC icon
3245
Fennec Pharmaceuticals
FENC
$423M
$154K ﹤0.01%
+23,800
New +$128K
NSEC
3246
DELISTED
National Security Group Inc
NSEC
$153K ﹤0.01%
+10,000
New +$130K
LAC
3247
DELISTED
Lithium Americas Corp. Common Shares
LAC
$151K ﹤0.01%
+47,600
New +$145K
AIRI icon
3248
Air Industries Group
AIRI
$12.2M
$150K ﹤0.01%
+6,500
New +$89.3K
GROW icon
3249
US Global Investors
GROW
$38.8M
$150K ﹤0.01%
103,826
+18,300
+21% +$29.5K
KLXE icon
3250
KLX Energy Services
KLXE
$36M
$150K ﹤0.01%
4,661
+1,901
+69% +$70.7K
128 129
130
131 132

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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.