We are live on ! Find out more
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
JPM icon
3626
JPMorgan Chase
JPM
$971B
– –
-1,064,191
Closed -$125M
KALV
3627
DELISTED
KalVista Pharmaceuticals
KALV
– –
-19,028
Closed -$221K
KBR icon
3628
KBR
KBR
$4.76B
– –
-32,200
Closed -$790K
KELYA icon
3629
Kelly Services Class A
KELYA
$531M
– –
-59,307
Closed -$1.44M
KMB icon
3630
Kimberly-Clark
KMB
$36.3B
– –
-136,200
Closed -$19.3M
KMI icon
3631
Kinder Morgan
KMI
$70.5B
– –
-4,915,200
Closed -$101M
KMT icon
3632
Kennametal
KMT
$2.34B
– –
-308,200
Closed -$9.47M
KRE icon
3633
State Street SPDR S&P Regional Banking ETF
KRE
$4.64B
– –
-27,300
Closed -$1.44M
KRNT icon
3634
Kornit Digital
KRNT
$834M
– –
-8,100
Closed -$249K
KW
3635
DELISTED
Kennedy-Wilson Holdings
KW
– –
-113,300
Closed -$2.48M
LAUR icon
3636
Laureate Education
LAUR
$5.05B
– –
-448,400
Closed -$7.43M
LFCR icon
3637
Lifecore Biomedical
LFCR
$184M
– –
-41,937
Closed -$456K
LGLV icon
3638
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.22B
– –
-3,400
Closed -$379K
LLY icon
3639
Eli Lilly
LLY
$1.09T
– –
-162,699
Closed -$18.2M
LOPE icon
3640
Grand Canyon Education
LOPE
$3.7B
– –
-109,200
Closed -$10.7M
LQD icon
3641
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
– –
-21,000
Closed -$2.68M
LRCX icon
3642
Lam Research
LRCX
$411B
– –
-4,627,560
Closed -$107M
LTC
3643
LTC Properties
LTC
$2.09B
– –
-47,500
Closed -$2.43M
MATW icon
3644
Matthews International
MATW
$719M
– –
-37,953
Closed -$1.34M
MCD icon
3645
McDonald's
MCD
$195B
– –
-241,100
Closed -$51.8M
MCHI icon
3646
iShares MSCI China ETF
MCHI
$6.21B
– –
-17,700
Closed -$993K
MCK icon
3647
McKesson
MCK
$104B
– –
-61,700
Closed -$8.43M
MCS icon
3648
Marcus Corp
MCS
$897M
– –
-10,000
Closed -$370K
MDY icon
3649
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.2B
– –
-700
Closed -$247K
MET icon
3650
MetLife
MET
$61.6B
– –
-372,900
Closed -$17.6M
144 145
146
147 148

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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.