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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
ELV icon
3551
Elevance Health
ELV
$86.4B
– –
-514,073
Closed -$123M
EME icon
3552
Emcor
EME
$36.7B
– –
-43,100
Closed -$3.71M
EMR icon
3553
Emerson Electric
EMR
$91.6B
– –
-151,900
Closed -$10.2M
ENS icon
3554
EnerSys
ENS
$7.2B
– –
-82,400
Closed -$5.43M
EPP icon
3555
iShares MSCI Pacific ex Japan ETF
EPP
$2.24B
– –
-13,700
Closed -$613K
EQT icon
3556
EQT Corp
EQT
$33.8B
– –
-233,364
Closed -$2.48M
ESE icon
3557
ESCO Technologies
ESE
$7.79B
– –
-9,400
Closed -$748K
ESPR
3558
DELISTED
Esperion Therapeutics
ESPR
– –
-141,900
Closed -$5.2M
ETN icon
3559
Eaton
ETN
$176B
– –
-7,611
Closed -$633K
EWH icon
3560
iShares MSCI Hong Kong ETF
EWH
$1.21B
– –
-9,000
Closed -$204K
EWW icon
3561
iShares MSCI Mexico ETF
EWW
$1.87B
– –
-47,600
Closed -$2.03M
EXAS
3562
DELISTED
Exact Sciences
EXAS
– –
-519,800
Closed -$47M
EYE icon
3563
National Vision
EYE
$1.51B
– –
-29,000
Closed -$698K
EYPT icon
3564
EyePoint Inc
EYPT
$1.16B
– –
-3,589
Closed -$65K
FAS icon
3565
Direxion Daily Financial Bull 3x ETF
FAS
$2.5B
– –
-13,100
Closed -$1.02M
FCG icon
3566
First Trust Natural Gas ETF
FCG
$639M
– –
-49,800
Closed -$571K
FCPT icon
3567
Four Corners Property Trust
FCPT
$2.76B
– –
-46,900
Closed -$1.33M
FCX icon
3568
Freeport-McMoran
FCX
$93.6B
– –
-2,676,471
Closed -$25.6M
FDX icon
3569
FedEx
FDX
$80.3B
– –
-164,200
Closed -$23.9M
FEX icon
3570
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.63B
– –
-3,800
Closed -$231K
FFBC icon
3571
First Financial Bancorp
FFBC
$3.6B
– –
-179,880
Closed -$4.4M
FHI icon
3572
Federated Hermes
FHI
$4.74B
– –
-7,800
Closed -$253K
FISV
3573
Fiserv Inc
FISV
$29.5B
– –
-40,127
Closed -$4.16M
FMC icon
3574
FMC
FMC
$1.27B
– –
-27,100
Closed -$2.38M
FOXF icon
3575
Fox Factory Holding Corp
FOXF
$886M
– –
-150,993
Closed -$9.4M
141 142
143
144 145

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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.