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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
SAEX
3376
DELISTED
SAExploration Holdings, Inc.
SAEX
$61K ﹤0.01%
+20,219
New +$46.6K
VUZI icon
3377
Vuzix
VUZI
$220M
$60K ﹤0.01%
+29,800
New +$67.5K
LNAI
3378
Lunai Bioworks
LNAI
$10.2M
$58K ﹤0.01%
+144
New +$63.3K
TOON icon
3379
Kartoon Studios
TOON
$38.2M
$58K ﹤0.01%
+21,140
New +$110K
PHIO icon
3380
Phio Pharmaceuticals
PHIO
$12.7M
$57K ﹤0.01%
56
+48
+600% +$55.1K
AIXC
3381
AIxCrypto Holdings Inc
AIXC
$14M
$55K ﹤0.01%
26
-1
-4% -$2.87K
HSTO
3382
DELISTED
Histogen Inc. Common Stock
HSTO
$54K ﹤0.01%
+676
New +$47.4K
DXYN
3383
DELISTED
Dixie Group Inc
DXYN
$53K ﹤0.01%
46,698
+19,698
+73% +$28.7K
BDR
3384
DELISTED
Blonder Tongue Laboratories Inc
BDR
$53K ﹤0.01%
69,457
-1,600
-2% -$1.09K
AIHS icon
3385
Senmiao Technology Ltd
AIHS
$24.3M
$52K ﹤0.01%
778
-65
-8% -$3.29K
OLOX
3386
Olenox Industries
OLOX
$4.14M
$52K ﹤0.01%
+3
New +$115K
CENN icon
3387
Cenntro
CENN
$8.41M
$51K ﹤0.01%
4
+2
+100% +$64K
CLMT icon
3388
Calumet Specialty Products
CLMT
$4.29B
$51K ﹤0.01%
+14,071
New +$48.6K
PBT
3389
Permian Basin Royalty Trust
PBT
$1.56B
$50K ﹤0.01%
+13,009
New +$52.4K
PXS icon
3390
Pyxis Tankers
PXS
$52.5M
$48K ﹤0.01%
10,688
+1,113
+12% +$5.87K
USIO icon
3391
Usio Inc
USIO
$71.5M
$48K ﹤0.01%
30,699
+1,100
+4% +$2.13K
TOO
3392
DELISTED
Teekay Offshore Partners L.P.
TOO
$47K ﹤0.01%
30,265
-285,948
-90% -$440K
AWX icon
3393
Avalon Holdings
AWX
$10.9M
$46K ﹤0.01%
+24,200
New +$50.4K
LGMK
3394
DELISTED
LogicMark
LGMK
$46K ﹤0.01%
+21
New +$51.8K
CSCI
3395
DELISTED
COSCIENS Biopharma Inc. Common Stock
CSCI
$46K ﹤0.01%
504
-274
-35% -$25.5K
AAU
3396
DELISTED
Almaden Minerals Ltd
AAU
$46K ﹤0.01%
+78,800
New +$44.2K
TWAV
3397
TaoWeave Inc
TWAV
$5.16M
$45K ﹤0.01%
54
+7
+15% +$4.7K
METC icon
3398
Ramaco Resources Class A
METC
$667M
$44K ﹤0.01%
+12,784
New +$42.7K
TMDI
3399
DELISTED
Titan Medical Inc. Ordinary Shares
TMDI
$44K ﹤0.01%
+88,500
New +$54.3K
NEWA
3400
DELISTED
Newater Technology, Inc. Ordinary Shares
NEWA
$44K ﹤0.01%
14,100
-1,500
-10% -$8.15K
134 135
136
137 138

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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.