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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
OGEN icon
3351
Oragenics
OGEN
$2.39M
$76K ﹤0.01%
+81
New +$72.2K
SMRT
3352
DELISTED
Stein Mart Inc
SMRT
$75K ﹤0.01%
111,905
+32,000
+40% +$24.4K
REPX icon
3353
Riley Exploration Permian
REPX
$786M
$74K ﹤0.01%
12,599
+1,225
+11% +$8.09K
CYTO
3354
DELISTED
Altamira Therapeutics Ltd
CYTO
$74K ﹤0.01%
+114
New +$77.3K
SOS
3355
SOS Limited
SOS
$16.7M
$73K ﹤0.01%
26
+15
+136% +$31.9K
ENT
3356
DELISTED
Global Eagle Entertainment Inc.
ENT
$73K ﹤0.01%
5,851
+5,236
+851% +$72K
VRNA
3357
DELISTED
Verona Pharma
VRNA
$72K ﹤0.01%
+12,500
New +$54.6K
XYLO
3358
DELISTED
Xylo Technologies
XYLO
$72K ﹤0.01%
1,028
+37
+4% +$2.67K
EPIX
3359
DELISTED
ESSA Pharma
EPIX
$70K ﹤0.01%
+12,813
New +$59.6K
POLA icon
3360
Polar Power
POLA
$6.93M
$70K ﹤0.01%
+4,207
New +$77.7K
THM
3361
International Tower Hill Mines
THM
$696M
$68K ﹤0.01%
125,920
+1,132
+0.9% +$602
IMH
3362
DELISTED
Impac Mortgage Holdings Inc.
IMH
$68K ﹤0.01%
12,843
-3,657
-22% -$23.8K
XELB icon
3363
Xcel Brands
XELB
$6.42M
$67K ﹤0.01%
4,460
-2,039
-31% -$32.7K
TCRT icon
3364
Alaunos Therapeutics
TCRT
$4.86M
$66K ﹤0.01%
94
-777
-89% -$535K
VTVT icon
3365
vTv Therapeutics
VTVT
$122M
$66K ﹤0.01%
+967
New +$58.7K
ORGS
3366
DELISTED
Orgenesis Inc. Common Stock
ORGS
$66K ﹤0.01%
+1,420
New +$47.4K
BBCP icon
3367
Concrete Pumping Holdings
BBCP
$475M
$65K ﹤0.01%
+11,900
New +$48.5K
TIO
3368
DELISTED
Tingo Group, Inc. Common Stock
TIO
$65K ﹤0.01%
72,490
-17,482
-19% -$13.3K
COCP icon
3369
Cocrystal Pharma
COCP
$15.2M
$64K ﹤0.01%
10,773
+9,896
+1,128% +$98.8K
DOGZ icon
3370
Dogness International Corp
DOGZ
$17.7M
$64K ﹤0.01%
2,415
-968
-29% -$32.5K
GNPX icon
3371
Genprex
GNPX
$2.46M
$64K ﹤0.01%
5
+3
+150% +$54.6K
CTRC
3372
DELISTED
Centric Brands Inc. Common Stock
CTRC
$64K ﹤0.01%
29,635
-12,800
-30% -$32K
BGFV
3373
DELISTED
Big 5 Sporting Goods
BGFV
$62K ﹤0.01%
20,500
-48,144
-70% -$132K
TTNP
3374
DELISTED
Titan Pharmaceuticals
TTNP
$62K ﹤0.01%
+534
New +$64.3K
BFX
3375
DELISTED
BowFlex Inc.
BFX
$62K ﹤0.01%
35,700
+25,300
+243% +$39.4K
133 134
135
136 137

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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.