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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
GALT icon
3301
Galectin Therapeutics
GALT
$356M
$112K ﹤0.01%
+39,100
New +$136K
NEXT icon
3302
NextDecade
NEXT
$1.8B
$112K ﹤0.01%
18,200
-10,200
-36% -$63.5K
CUO
3303
DELISTED
Continental Materials Corporation
CUO
$112K ﹤0.01%
14,200
+500
+4% +$4.58K
CTST
3304
DELISTED
CannTrust Holdings Inc. Common Share
CTST
$111K ﹤0.01%
119,900
+15,200
+15% +$15.1K
GRIN
3305
DELISTED
Grindrod Shipping Holdings Ltd. Ordinary Shares
GRIN
$110K ﹤0.01%
+16,900
New +$110K
CANF
3306
Can-Fite BioPharma American Depositary Shares
CANF
$7.28M
$107K ﹤0.01%
+162
New +$87K
CAPR icon
3307
Capricor Therapeutics
CAPR
$244M
$107K ﹤0.01%
83,785
+43,272
+107% +$89.2K
SANW
3308
DELISTED
S&W Seed Co
SANW
$107K ﹤0.01%
2,684
+1,310
+95% +$56.6K
MACK
3309
DELISTED
Merrimack Pharmaceuticals, Inc.
MACK
$107K ﹤0.01%
+33,961
New +$136K
AAME icon
3310
Atlantic American Corp
AAME
$29M
$106K ﹤0.01%
54,000
+700
+1% +$1.43K
XPL icon
3311
Solitario Resources
XPL
$73.9M
$106K ﹤0.01%
353,369
+23,900
+7% +$6.75K
TCCO
3312
DELISTED
Technical Communications Corporation
TCCO
$106K ﹤0.01%
20,993
-13,400
-39% -$40.7K
ROSE
3313
DELISTED
Rosehill Resources Inc. Class A
ROSE
$106K ﹤0.01%
82,651
-18,500
-18% -$25.5K
DXR icon
3314
Daxor
DXR
$60.7M
$104K ﹤0.01%
11,100
– –
UXIN
3315
Uxin Ltd
UXIN
$260M
$104K ﹤0.01%
+459
New +$124K
LAIX
3316
DELISTED
LAIX Inc. American Depositary Shares, each representing fourteen Class A Ordinary Shares
LAIX
$104K ﹤0.01%
1,521
-136
-8% -$6.72K
BDRX
3317
Biodexa Pharmaceuticals
BDRX
$1.61M
– –
0
– –
EDSA icon
3318
Edesa Biotech
EDSA
$52.3M
$103K ﹤0.01%
3,582
+1,332
+59% +$47.1K
BSMX
3319
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
$103K ﹤0.01%
+15,200
New +$101K
CCLD icon
3320
CareCloud
CCLD
$104M
$102K ﹤0.01%
+25,200
New +$99.6K
RMTI icon
3321
Rockwell Medical
RMTI
$30.9M
$101K ﹤0.01%
+375
New +$94.3K
SND icon
3322
Smart Sand
SND
$213M
$101K ﹤0.01%
40,200
-41,000
-50% -$101K
APEX
3323
DELISTED
Apex Global Brands Inc. Common Stock
APEX
$101K ﹤0.01%
12,916
-590
-4% -$6.16K
FEDU
3324
Four Seasons Education Depositary Shares Rep 10 Ordinary Shares
FEDU
$19.2M
$100K ﹤0.01%
3,118
+1,255
+67% +$47.9K
ITP icon
3325
IT Tech Packaging
ITP
$2.88M
$100K ﹤0.01%
10,630
+970
+10% +$7.79K
131 132
133
134 135

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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.