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
FFBW
3251
DELISTED
FFBW, Inc. Common Stock
FFBW
$150K ﹤0.01%
+15,236
New +$145K
KOPN icon
3252
Kopin
KOPN
$898M
$149K ﹤0.01%
371,200
+308,400
+491% +$158K
CURO
3253
DELISTED
CURO Group Holdings Corp.
CURO
$149K ﹤0.01%
12,200
-7,400
-38% -$99K
FTSI
3254
DELISTED
FTS International, Inc. Common Stock
FTSI
$149K ﹤0.01%
7,175
+4,220
+143% +$114K
PROF
3255
Profound Medical
PROF
$242M
$147K ﹤0.01%
+12,900
New +$119K
SXTC icon
3256
China SXT Pharmaceuticals
SXTC
$1.76M
– –
0
– –
MORL
3257
DELISTED
ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN
MORL
$146K ﹤0.01%
+10,200
New +$138K
VGZ icon
3258
Vista Gold
VGZ
$328M
$138K ﹤0.01%
190,300
+82,499
+77% +$59.7K
IMNN icon
3259
Imunon
IMNN
$6.64M
$136K ﹤0.01%
407
+321
+373% +$97.4K
SDEV
3260
Stablecoin Development Corp
SDEV
$50.6M
$136K ﹤0.01%
35
-22
-39% -$80.7K
MPU icon
3261
Mega Matrix
MPU
$13.7M
$134K ﹤0.01%
148,500
-4,500
-3% -$4.77K
PMTS icon
3262
CPI Card Group
PMTS
$334M
$134K ﹤0.01%
148,882
+21,303
+17% +$32K
XTNT icon
3263
Xtant Medical Holdings
XTNT
$43.8M
$134K ﹤0.01%
84,061
+3,300
+4% +$6.77K
SCNI
3264
Scinai Immunotherapeutics
SCNI
$1.24M
$133K ﹤0.01%
+143
New +$87.8K
ZN
3265
DELISTED
Zion Oil & Gas, Inc.
ZN
$133K ﹤0.01%
769,100
+687,391
+841% +$134K
ERNA icon
3266
Eterna Therapeutics
ERNA
$5.02M
$131K ﹤0.01%
4
– –
BIOC
3267
DELISTED
Biocept, Inc.
BIOC
$131K ﹤0.01%
+1,526
New +$263K
UNAM
3268
DELISTED
Unico American Corp
UNAM
$130K ﹤0.01%
20,600
+600
+3% +$3.88K
VTNR
3269
DELISTED
Vertex Energy, Inc
VTNR
$129K ﹤0.01%
83,906
+67,393
+408% +$89.6K
FORK
3270
DELISTED
Fuling Global Inc
FORK
$129K ﹤0.01%
53,795
-28,700
-35% -$72.3K
JRSH icon
3271
Jerash Holdings
JRSH
$67.7M
$128K ﹤0.01%
21,888
+6,786
+45% +$45.3K
MLSS icon
3272
Milestone Scientific
MLSS
$48.9M
$128K ﹤0.01%
+92,271
New +$110K
VSTM icon
3273
Verastem
VSTM
$604M
$126K ﹤0.01%
+7,867
New +$113K
TCS
3274
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
$126K ﹤0.01%
1,984
-24,033
-92% -$1.52M
ETTX
3275
DELISTED
Entasis Therapeutics Holdings Inc.
ETTX
$126K ﹤0.01%
25,300
+7,600
+43% +$41.1K
129 130
131
132 133

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.