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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
MNI
3451
DELISTED
The McClatchy Company Class A Common Stock
MNI
$18K ﹤0.01%
38,030
+8,900
+31% +$13.1K
TAT
3452
DELISTED
TransAtlantic Petroleum LTD.
TAT
$18K ﹤0.01%
+36,829
New +$16.8K
AGIG
3453
Abundia Global Impact Group
AGIG
$38.5M
$15K ﹤0.01%
+825
New +$16.9K
VIVO
3454
VivoPower PLC
VIVO
$141M
$15K ﹤0.01%
1,450
-210
-13% -$2.56K
MPVD
3455
DELISTED
Mountain Province Diamonds Inc.
MPVD
$15K ﹤0.01%
+16,582
New +$15.2K
BOXL icon
3456
Boxlight
BOXL
$4.54M
$14K ﹤0.01%
+9
New +$20.5K
CODX
3457
Co-Diagnostics
CODX
$5.49M
$14K ﹤0.01%
+534
New +$15.7K
ESTR
3458
DELISTED
Estre Ambiental, Inc.
ESTR
$14K ﹤0.01%
+38,299
New +$10.6K
YHGJ icon
3459
Yunhong Green CTI Ltd
YHGJ
$8.87M
$13K ﹤0.01%
1,590
+400
+34% +$4.3K
BETS
3460
DELISTED
Bit Brother Limited Class A Ordinary Shares
BETS
– –
0
– –
ASAP
3461
DELISTED
Waitr Holdings Inc. Common Stock
ASAP
$13K ﹤0.01%
+2,020
New +$22.4K
HURA
3462
TuHURA Biosciences
HURA
$146M
$12K ﹤0.01%
+10
New +$10.8K
BIOL
3463
DELISTED
Biolase, Inc.
BIOL
$12K ﹤0.01%
+9
New +$13.8K
TMBR
3464
DELISTED
Timber Pharmaceuticals, Inc.
TMBR
$12K ﹤0.01%
+48
New +$9.35K
DSS icon
3465
DSS Inc
DSS
$5.18M
$9K ﹤0.01%
55
-9
-14% -$1.58K
AIM
3466
AIM ImmunoTech
AIM
$7.17M
$9K ﹤0.01%
+173
New +$8.68K
UAVS icon
3467
AgEagle Aerial Systems
UAVS
$62.7M
$8K ﹤0.01%
+18
New +$8.03K
CHRN
3468
ChronoScale Holdings
CHRN
$2.99B
$7K ﹤0.01%
+76
New +$9.41K
OCGN icon
3469
Ocugen
OCGN
$458M
$6K ﹤0.01%
+12,000
New +$11.9K
AAON icon
3470
Aaon
AAON
$7.23B
– –
-15,386
Closed -$471K
AAP icon
3471
Advance Auto Parts
AAP
$3.46B
– –
-41,700
Closed -$6.9M
ABUS icon
3472
Arbutus Biopharma
ABUS
$906M
– –
-168,312
Closed -$257K
ACLS icon
3473
Axcelis
ACLS
$4.42B
– –
-78,099
Closed -$1.33M
ACMR icon
3474
ACM Research
ACMR
$5.65B
– –
-148,800
Closed -$687K
ADP icon
3475
Automatic Data Processing
ADP
$110B
– –
-760,900
Closed -$123M
137 138
139
140 141

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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.