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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
BNDX icon
3501
Vanguard Total International Bond ETF
BNDX
$83B
– –
-138,416
Closed -$8.14M
BNTC icon
3502
Benitec Biopharma
BNTC
$431M
– –
-54
Closed -$10K
BPOP icon
3503
Popular Inc
BPOP
$11.3B
– –
-131,125
Closed -$7.09M
BRK.B icon
3504
Berkshire Hathaway Class B
BRK.B
$1.09T
– –
-82,900
Closed -$17.2M
BSM icon
3505
Black Stone Minerals
BSM
$3.06B
– –
-20,249
Closed -$288K
BWA icon
3506
BorgWarner
BWA
$13.8B
– –
-307,061
Closed -$9.91M
CAG icon
3507
Conagra Brands
CAG
$7.39B
– –
-368,800
Closed -$11.3M
CASH icon
3508
Pathward Financial
CASH
$1.79B
– –
-108,600
Closed -$3.54M
CATY icon
3509
Cathay General Bancorp
CATY
$4.31B
– –
-97,771
Closed -$3.4M
CBSH icon
3510
Commerce Bancshares
CBSH
$8.61B
– –
-144,225
Closed -$6.22M
CBU icon
3511
Community Bank
CBU
$3.46B
– –
-11,008
Closed -$679K
CC icon
3512
Chemours
CC
$2.3B
– –
-310,700
Closed -$4.64M
CDNA icon
3513
CareDx
CDNA
$2.45B
– –
-247,000
Closed -$5.58M
CEPU
3514
Central Puerto
CEPU
$1.99B
– –
-140,900
Closed -$416K
CHCO icon
3515
City Holding Co
CHCO
$2.08B
– –
-5,355
Closed -$408K
CHDN icon
3516
Churchill Downs
CHDN
$6.2B
– –
-171,850
Closed -$10.6M
CHGG icon
3517
Chegg
CHGG
$89.3M
– –
-591,600
Closed -$17.7M
CHH icon
3518
Choice Hotels
CHH
$4.71B
– –
-152,800
Closed -$13.6M
CHRW icon
3519
C.H. Robinson
CHRW
$17.5B
– –
-127,078
Closed -$10.8M
CNQ icon
3520
Canadian Natural Resources
CNQ
$98.1B
– –
-1,074,815
Closed -$14M
CNS icon
3521
Cohen & Steers
CNS
$4.4B
– –
-46,300
Closed -$2.54M
CODI icon
3522
Compass Diversified
CODI
$924M
– –
-16,060
Closed -$317K
COHR icon
3523
Coherent
COHR
$64B
– –
-145,647
Closed -$5.13M
COKE icon
3524
Coca-Cola Consolidated
COKE
$12.7B
– –
-44,290
Closed -$1.35M
COLM icon
3525
Columbia Sportswear
COLM
$2.96B
– –
-16,302
Closed -$1.58M
139 140
141
142 143

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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.