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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
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
IBN icon
3601
ICICI Bank
IBN
$106B
– –
-939,850
Closed -$11.4M
ICFI icon
3602
ICF International
ICFI
$1.59B
– –
-34,500
Closed -$2.91M
IEF icon
3603
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
– –
-13,200
Closed -$1.49M
IEI icon
3604
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
– –
-38,100
Closed -$4.83M
IEMG icon
3605
iShares Core MSCI Emerging Markets ETF
IEMG
$159B
– –
-24,100
Closed -$1.18M
IGOV icon
3606
iShares International Treasury Bond ETF
IGOV
$1.54B
– –
-8,424
Closed -$425K
IJK icon
3607
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.3B
– –
-5,200
Closed -$291K
IJR icon
3608
iShares Core S&P Small-Cap ETF
IJR
$113B
– –
-2,900
Closed -$226K
IMMR icon
3609
Immersion
IMMR
$249M
– –
-139,013
Closed -$1.06M
IMXI icon
3610
International Money Express
IMXI
$355M
– –
-50,478
Closed -$694K
INDB icon
3611
Independent Bank
INDB
$4.04B
– –
-79,339
Closed -$5.92M
INFY icon
3612
Infosys
INFY
$50.2B
– –
-2,642,700
Closed -$30M
ING icon
3613
ING
ING
$102B
– –
-577,866
Closed -$6.04M
INSG icon
3614
Inseego
INSG
$77.2M
– –
-81,181
Closed -$3.9M
INTU icon
3615
Intuit
INTU
$98B
– –
-49,048
Closed -$13M
IOVA icon
3616
Iovance Biotherapeutics
IOVA
$2.92B
– –
-61,400
Closed -$1.12M
IP icon
3617
International Paper
IP
$21.7B
– –
-536,237
Closed -$21.2M
IPAR icon
3618
Interparfums
IPAR
$3.69B
– –
-32,813
Closed -$2.3M
ITUB icon
3619
Itaú Unibanco
ITUB
$81.2B
– –
-2,510,588
Closed -$15.4M
IVE icon
3620
iShares S&P 500 Value ETF
IVE
$50.3B
– –
-3,100
Closed -$369K
IWD icon
3621
iShares Russell 1000 Value ETF
IWD
$84.2B
– –
-8,800
Closed -$1.13M
IWN icon
3622
iShares Russell 2000 Value ETF
IWN
$14.7B
– –
-4,500
Closed -$537K
IWS icon
3623
iShares Russell Mid-Cap Value ETF
IWS
$16.1B
– –
-7,200
Closed -$646K
JACK icon
3624
Jack in the Box
JACK
$358M
– –
-48,700
Closed -$4.44M
JEF icon
3625
Jefferies Financial Group
JEF
$12.9B
– –
-98,115
Closed -$1.73M
143 144
145
146 147

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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.