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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
ONCY
3676
Oncolytics Biotech
ONCY
$95.5M
– –
-37,751
Closed -$22K
OPTT icon
3677
Ocean Power Technologies
OPTT
$53.7M
– –
-45,601
Closed -$82K
OSPN icon
3678
OneSpan
OSPN
$591M
– –
-39,370
Closed -$571K
PAYX icon
3679
Paychex
PAYX
$42.5B
– –
-605,401
Closed -$50.1M
PB icon
3680
Prosperity Bancshares
PB
$8.9B
– –
-123,232
Closed -$8.7M
PCTY icon
3681
Paylocity
PCTY
$7.63B
– –
-287,600
Closed -$28.1M
PEGA icon
3682
Pegasystems
PEGA
$5.17B
– –
-15,648
Closed -$532K
PH icon
3683
Parker-Hannifin
PH
$135B
– –
-481,287
Closed -$86.9M
PKG icon
3684
Packaging Corp of America
PKG
$22.9B
– –
-183,000
Closed -$19.4M
PLNT icon
3685
Planet Fitness
PLNT
$3.68B
– –
-575,300
Closed -$33.3M
PLYA
3686
DELISTED
Playa Hotels & Resorts
PLYA
– –
-21,200
Closed -$166K
PM icon
3687
Philip Morris
PM
$289B
– –
-429,000
Closed -$32.6M
POOL icon
3688
Pool Corp
POOL
$7.26B
– –
-47,504
Closed -$9.58M
PPLT
3689
abrdn Physical Platinum Shares ETF
PPLT
$2.07B
– –
-76,000
Closed -$634K
PPSI
3690
Pioneer Power Solutions
PPSI
$33.3M
– –
-15,932
Closed -$86K
PRGO icon
3691
Perrigo
PRGO
$1.7B
– –
-27,200
Closed -$1.52M
PRI icon
3692
Primerica
PRI
$9.64B
– –
-16,600
Closed -$2.11M
PRU icon
3693
Prudential Financial
PRU
$42.1B
– –
-205,900
Closed -$18.5M
PUMP icon
3694
ProPetro Holding
PUMP
$1.42B
– –
-249,400
Closed -$2.27M
PWR icon
3695
Quanta Services
PWR
$103B
– –
-63,369
Closed -$2.4M
HTT
3696
High Templar Tech Ltd
HTT
$388M
– –
-257,000
Closed -$1.77M
QQEW icon
3697
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.84B
– –
-4,600
Closed -$305K
QURE icon
3698
uniQure
QURE
$3.13B
– –
-29,700
Closed -$1.17M
R icon
3699
Ryder
R
$10.1B
– –
-58,200
Closed -$3.01M
RAMP icon
3700
LiveRamp
RAMP
$2.3B
– –
-180,078
Closed -$7.74M
146 147
148
149 150

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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.