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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
LEE icon
3401
Lee Enterprises
LEE
$181M
$43K ﹤0.01%
+3,020
New +$53.9K
NTBL
3402
DELISTED
Notable Labs, Ltd. Ordinary Shares
NTBL
$43K ﹤0.01%
1,018
+458
+82% +$19.8K
PZG icon
3403
Paramount Gold Nevada
PZG
$127M
$42K ﹤0.01%
53,700
-22,656
-30% -$16.9K
DYNT
3404
DELISTED
Dynatronics Corp
DYNT
$42K ﹤0.01%
10,020
+4,120
+70% +$17K
NES
3405
DELISTED
Nuverra Environmental Solutions, Inc. Common Stock
NES
$42K ﹤0.01%
14,600
+2,500
+21% +$7.97K
AMBO
3406
Ambow Education Holding
AMBO
$6.06M
$41K ﹤0.01%
2,074
+59
+3% +$929
ATOS icon
3407
Atossa Therapeutics
ATOS
$25.5M
$41K ﹤0.01%
+1,747
New +$41K
KOSS icon
3408
Koss Corp
KOSS
$34.7M
$41K ﹤0.01%
26,696
+3,100
+13% +$5.29K
SPCB icon
3409
SuperCom
SPCB
$70.3M
$41K ﹤0.01%
334
+164
+96% +$22.2K
GMO
3410
DELISTED
General Moly, Inc.
GMO
$40K ﹤0.01%
174,350
-132,479
-43% -$34.4K
EFOI icon
3411
Energy Focus
EFOI
$19.1M
$39K ﹤0.01%
2,325
-285
-11% -$4.4K
UUU icon
3412
Universal Safety Products Inc
UUU
$10.3M
$39K ﹤0.01%
63,623
+6,400
+11% +$4.44K
NMTR
3413
DELISTED
9 Meters Biopharma
NMTR
$39K ﹤0.01%
+3,505
New +$58.4K
IMRN
3414
Immuron
IMRN
$9.12M
$37K ﹤0.01%
+10,132
New +$35.1K
MOGU
3415
MOGU Inc
MOGU
$16.3M
$37K ﹤0.01%
1,343
-1,677
-56% -$45.1K
NTRP icon
3416
NextTrip
NTRP
$23M
$36K ﹤0.01%
+183
New +$29.1K
GLBS icon
3417
Globus Maritime Ltd
GLBS
$80.3M
$35K ﹤0.01%
+357
New +$64.1K
SNES icon
3418
SenesTech
SNES
$6.78M
$35K ﹤0.01%
+1
New +$32.8K
TMQ
3419
Trilogy Metals
TMQ
$653M
$35K ﹤0.01%
13,300
-217,228
-94% -$421K
ASLN
3420
DELISTED
ASLAN Pharmaceuticals Limited American Depositary Shares
ASLN
$35K ﹤0.01%
+435
New +$31.1K
STAF
3421
DELISTED
Staffing 360 Solutions, Inc. Common Stock (DE)
STAF
$35K ﹤0.01%
73
+3
+4% +$1.65K
ARTW icon
3422
Arts-Way Manufacturing Co
ARTW
$14.9M
$34K ﹤0.01%
19,300
+2,700
+16% +$5.1K
IPI icon
3423
Intrepid Potash
IPI
$484M
$34K ﹤0.01%
+1,250
New +$34K
SONN
3424
DELISTED
Sonnet BioTherapeutics
SONN
$34K ﹤0.01%
1
– –
KIQ
3425
DELISTED
Kelso Technologies Inc.
KIQ
$34K ﹤0.01%
47,017
-29,983
-39% -$23.2K
135 136
137
138 139

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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.