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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
YTEN
3326
DELISTED
Yield10 Bioscience, Inc. Common Stock
YTEN
$100K ﹤0.01%
607
+118
+24% +$37.5K
WATT icon
3327
Energous
WATT
$82M
$99K ﹤0.01%
+93
New +$138K
CORV
3328
DELISTED
Correvio Pharma Corp. Ordinary Shares (Canada)
CORV
$99K ﹤0.01%
240,714
-288,261
-54% -$479K
PLM
3329
DELISTED
PolyMet Mining Corp.
PLM
$98K ﹤0.01%
+38,653
New +$117K
NAK
3330
Northern Dynasty Minerals
NAK
$930M
$97K ﹤0.01%
226,370
+166,370
+277% +$87K
AIFC
3331
AI Financial Corp
AIFC
$58.9M
$97K ﹤0.01%
32,869
-17,369
-35% -$48.9K
JP
3332
DELISTED
Jupai Holdings Limited American depositary shares, each representing six ordinary shares
JP
$95K ﹤0.01%
66,600
+1,280
+2% +$2.34K
SUMR
3333
DELISTED
Summer Infant, Inc.
SUMR
$95K ﹤0.01%
41,546
+867
+2% +$2.38K
KTCC icon
3334
Key Tronic
KTCC
$42.8M
$94K ﹤0.01%
17,236
-1,842
-10% -$10.7K
AUMN
3335
DELISTED
Golden Minerals Company
AUMN
$93K ﹤0.01%
11,992
+6,236
+108% +$38.7K
EQ icon
3336
Equillium
EQ
$127M
$85K ﹤0.01%
+25,040
New +$94.2K
PLG
3337
Platinum Group Metals
PLG
$189M
$84K ﹤0.01%
49,859
+26,259
+111% +$38.3K
EMAN
3338
DELISTED
eMagin Corporation
EMAN
$84K ﹤0.01%
243,071
+71,741
+42% +$24K
SPHS
3339
DELISTED
Sophiris Bio, Inc.
SPHS
$84K ﹤0.01%
+226,019
New +$103K
SCKT icon
3340
Socket Mobile
SCKT
$11.2M
$83K ﹤0.01%
51,850
-17,790
-26% -$33.2K
ONCT
3341
DELISTED
Oncternal Therapeutics, Inc. Common Stock
ONCT
$83K ﹤0.01%
+1,049
New +$109K
AMPE
3342
DELISTED
Ampio Pharmaceuticals Inc.
AMPE
$83K ﹤0.01%
476
-108
-18% -$13.9K
XWEL icon
3343
XWELL
XWEL
$8.53M
$80K ﹤0.01%
1,978
+630
+47% +$37.8K
DOMH icon
3344
Dominari Holdings
DOMH
$70.3M
$79K ﹤0.01%
3,540
+597
+20% +$13.4K
ASXC
3345
DELISTED
Asensus Surgical, Inc.
ASXC
$79K ﹤0.01%
+53,956
New +$187K
GERN icon
3346
Geron
GERN
$982M
$78K ﹤0.01%
+57,320
New +$82.8K
CD
3347
Chaince Digital Holdings
CD
$377M
$78K ﹤0.01%
42,836
-6,393
-13% -$14.5K
PANL icon
3348
Pangaea Logistics
PANL
$496M
$78K ﹤0.01%
26,300
+2,312
+10% +$7.23K
NYMX
3349
DELISTED
Nymox Pharmaceutical Corp
NYMX
$78K ﹤0.01%
35,681
+16,291
+84% +$32.1K
OPGN
3350
DELISTED
OpGen, Inc
OPGN
$77K ﹤0.01%
341
+258
+311% +$135K
132 133
134
135 136

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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.