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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
VISN
3526
Vistance Networks Inc
VISN
$2.62B
– –
-185,200
Closed -$2.18M
COP icon
3527
ConocoPhillips
COP
$150B
– –
-1,202,636
Closed -$68.5M
CP icon
3528
Canadian Pacific Kansas City
CP
$82.6B
– –
-311,000
Closed -$13.8M
CPB icon
3529
Campbell Soup
CPB
$6.94B
– –
-88,200
Closed -$4.14M
CRESY
3530
Cresud
CRESY
$752M
– –
-104,824
Closed -$580K
CRK icon
3531
Comstock Resources
CRK
$3.99B
– –
-218,800
Closed -$1.7M
CRMT icon
3532
America's Car Mart
CRMT
$25.7M
– –
-18,772
Closed -$1.72M
CRON
3533
Cronos Group
CRON
$1.16B
– –
-100,000
Closed -$904K
CWK icon
3534
Cushman & Wakefield Ltd
CWK
$3.37B
– –
-22,697
Closed -$421K
CYBR
3535
DELISTED
CyberArk
CYBR
– –
-266,300
Closed -$26.6M
CYRX icon
3536
CryoPort
CYRX
$766M
– –
-82,300
Closed -$1.35M
D icon
3537
Dominion Energy
D
$60.3B
– –
-130,200
Closed -$10.6M
DESP
3538
DELISTED
Despegar.com
DESP
– –
-14,802
Closed -$168K
DIOD icon
3539
Diodes
DIOD
$4.48B
– –
-159,380
Closed -$6.4M
DLR icon
3540
Digital Realty Trust
DLR
$73.1B
– –
-80,143
Closed -$10.4M
DLTR icon
3541
Dollar Tree
DLTR
$24.9B
– –
-1,060,698
Closed -$121M
DMLP icon
3542
Dorchester Minerals
DMLP
$1.35B
– –
-17,702
Closed -$330K
DON icon
3543
WisdomTree US MidCap Dividend Fund
DON
$4.11B
– –
-11,300
Closed -$410K
DOV icon
3544
Dover
DOV
$27.8B
– –
-103,600
Closed -$10.3M
DTE icon
3545
DTE Energy
DTE
$29B
– –
-815,801
Closed -$92.3M
DVY icon
3546
iShares Select Dividend ETF
DVY
$24B
– –
-6,400
Closed -$652K
EAF icon
3547
GrafTech
EAF
$203M
– –
-15,070
Closed -$1.93M
EDV icon
3548
Vanguard World Funds Extended Duration ETF
EDV
$3.49B
– –
-2,400
Closed -$339K
EHC icon
3549
Encompass Health
EHC
$12.2B
– –
-453,189
Closed -$22.8M
ELTK icon
3550
Eltek
ELTK
$57.1M
– –
-23,100
Closed -$75K
140 141
142
143 144

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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.