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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
BLNK icon
3426
Blink Charging
BLNK
$87.1M
$33K ﹤0.01%
+17,500
New +$36.5K
LVO icon
3427
LiveOne
LVO
$59.4M
$33K ﹤0.01%
+2,110
New +$36.3K
MRNS
3428
DELISTED
Marinus Pharmaceuticals, Inc
MRNS
$32K ﹤0.01%
+3,650
New +$20.5K
RHE
3429
DELISTED
Regional Health Properties, Inc.
RHE
$32K ﹤0.01%
+22,598
New +$32.1K
OSS icon
3430
One Stop Systems
OSS
$327M
$31K ﹤0.01%
+15,420
New +$34.8K
BTBT icon
3431
Bit Digital
BTBT
$520M
$28K ﹤0.01%
141,600
+12,300
+10% +$5.73K
CLWT icon
3432
Euro Tech Holdings
CLWT
$12.2M
$28K ﹤0.01%
+31,373
New +$31.4K
NEGG icon
3433
Newegg Commerce
NEGG
$397M
$28K ﹤0.01%
513
+11
+2% +$983
OBE
3434
Obsidian Energy
OBE
$697M
$28K ﹤0.01%
+38,371
New +$24.7K
AIRTW
3435
DELISTED
Air T Inc Warrants
AIRTW
$28K ﹤0.01%
554,936
-13,995
-2% -$838
SJT
3436
San Juan Basin Royalty Trust
SJT
$129M
$27K ﹤0.01%
+10,700
New +$27K
AACG
3437
ATA Creativity
AACG
$48M
$26K ﹤0.01%
19,250
+5,761
+43% +$9.64K
CHNR icon
3438
China Natural Resources
CHNR
$5.23M
$26K ﹤0.01%
313
+5
+2% +$346
TYME
3439
DELISTED
Tyme Technologies, Inc. Common Stock
TYME
$25K ﹤0.01%
+17,856
New +$21.7K
FABC
3440
Fabric.AI Inc
FABC
$18.3M
$24K ﹤0.01%
43
+8
+23% +$3.4K
FBRX icon
3441
Forte Biosciences
FBRX
$1.57B
$24K ﹤0.01%
121
-909
-88% -$206K
AEMD icon
3442
Aethlon Medical
AEMD
$1.54M
$23K ﹤0.01%
+6
New +$71.7K
OTLK icon
3443
Outlook Therapeutics
OTLK
$166M
$23K ﹤0.01%
+1,970
New +$45.9K
ZNB
3444
Zeta Network Group
ZNB
$2.27M
– –
0
– –
FRSX
3445
Foresight Autonomous Holdings
FRSX
$3.93M
$20K ﹤0.01%
+152
New +$23.7K
PME
3446
DELISTED
Pingtan Marine Enterprise Ltd.
PME
$20K ﹤0.01%
15,700
+2,300
+17% +$3.81K
FAMI icon
3447
Farmmi Inc
FAMI
$4.96M
$18K ﹤0.01%
+10
New +$31.9K
RETO icon
3448
ReTo Eco-Solutions
RETO
$10.2M
– –
0
– –
GPUS
3449
Hyperscale Data Inc
GPUS
$52.2M
– –
0
– –
DTEA
3450
DELISTED
DAVIDsTEA Inc. Common Stock
DTEA
$18K ﹤0.01%
+12,491
New +$20.9K
136 137
138
139 140

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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.