We are live on ! Find out more
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
ADUS icon
3476
Addus HomeCare
ADUS
$2.2B
– –
-159,020
Closed -$12.6M
AEHL icon
3477
Antelope Enterprise Holdings
AEHL
$5.37M
– –
0
– -$13K
AGIO icon
3478
Agios Pharmaceuticals
AGIO
$2B
– –
-121,000
Closed -$3.92M
AGRO icon
3479
Adecoagro
AGRO
$1.31B
– –
-56,100
Closed -$327K
AMCR icon
3480
Amcor
AMCR
$21.4B
– –
-62,213
Closed -$2.99M
AMP icon
3481
Ameriprise Financial
AMP
$50.4B
– –
-113,300
Closed -$16.7M
AMPY icon
3482
Amplify Energy
AMPY
$200M
– –
-291,600
Closed -$1.8M
AMR icon
3483
Alpha Metallurgical Resources
AMR
$1.97B
– –
-108,100
Closed -$3.02M
AMS icon
3484
American Shared Hospital Services
AMS
$10.6M
– –
-16,200
Closed -$41K
APPF icon
3485
AppFolio
APPF
$7.22B
– –
-115,782
Closed -$11M
ASTE icon
3486
Astec Industries
ASTE
$975M
– –
-15,845
Closed -$493K
CVSA
3487
Covista Inc
CVSA
$4.49B
– –
-14,300
Closed -$545K
ATO icon
3488
Atmos Energy
ATO
$28.7B
– –
-52,900
Closed -$6.03M
ATR icon
3489
AptarGroup
ATR
$8.43B
– –
-119,500
Closed -$14.2M
AUDC icon
3490
AudioCodes
AUDC
$253M
– –
-60,700
Closed -$1.15M
AVY icon
3491
Avery Dennison
AVY
$13.6B
– –
-52,300
Closed -$5.94M
BAB icon
3492
Invesco Taxable Municipal Bond ETF
BAB
$1.01B
– –
-46,100
Closed -$1.49M
BAC icon
3493
Bank of America
BAC
$448B
– –
-865,066
Closed -$25.2M
BEP icon
3494
Brookfield Renewable
BEP
$10.6B
– –
-20,593
Closed -$446K
BF.B icon
3495
Brown-Forman Class B
BF.B
$12.9B
– –
-202,996
Closed -$12.7M
BKNG icon
3496
Booking.com
BKNG
$160B
– –
-329,975
Closed -$25.9M
BLDP
3497
Ballard Power Systems
BLDP
$790M
– –
-375,800
Closed -$1.84M
BLV icon
3498
Vanguard Long-Term Bond ETF
BLV
$5.73B
– –
-12,800
Closed -$1.31M
BN icon
3499
Brookfield
BN
$111B
– –
-23,753
Closed -$450K
BND icon
3500
Vanguard Total Bond Market
BND
$162B
– –
-4,700
Closed -$397K
138 139
140
141 142

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.