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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
RBC icon
3701
RBC Bearings
RBC
$17.7B
– –
-54,300
Closed -$9.01M
RCKT icon
3702
Rocket Pharmaceuticals
RCKT
$380M
– –
-27,900
Closed -$325K
REKR icon
3703
Rekor Systems
REKR
$95.9M
– –
-21,261
Closed -$46K
ROKU icon
3704
Roku
ROKU
$22.4B
– –
-51,698
Closed -$5.26M
RPAY icon
3705
Repay Holdings
RPAY
$307M
– –
-14,638
Closed -$195K
RPD icon
3706
Rapid7
RPD
$838M
– –
-180,896
Closed -$8.21M
RRC icon
3707
Range Resources
RRC
$9.39B
– –
-1,120,655
Closed -$4.28M
RRGB icon
3708
Red Robin
RRGB
$149M
– –
-39,066
Closed -$1.3M
SA
3709
Seabridge Gold
SA
$3.54B
– –
-12,300
Closed -$155K
SAIC icon
3710
Saic
SAIC
$5.25B
– –
-23,350
Closed -$2.04M
SAN icon
3711
Banco Santander
SAN
$211B
– –
-922,957
Closed -$3.56M
SCCO icon
3712
Southern Copper
SCCO
$164B
– –
-6,502
Closed -$203K
SCHA icon
3713
Schwab U.S Small- Cap ETF
SCHA
$23.3B
– –
-38,400
Closed -$669K
SCI icon
3714
Service Corp International
SCI
$11.4B
– –
-80,500
Closed -$3.85M
SCSC icon
3715
Scansource
SCSC
$1.03B
– –
-61,920
Closed -$1.89M
SFIX
3716
Stitch Fix
SFIX
$483M
– –
-503,385
Closed -$9.69M
SFNC icon
3717
Simmons First National
SFNC
$3.43B
– –
-28,200
Closed -$702K
SGMO
3718
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
– –
-67,000
Closed -$606K
SHOP icon
3719
Shopify
SHOP
$193B
– –
-1,190,000
Closed -$37.1M
SHY icon
3720
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
– –
-27,000
Closed -$2.29M
SINT icon
3721
SiNtx Technologies
SINT
$10.5M
– –
-2
Closed -$83K
SKT icon
3722
Tanger
SKT
$4.44B
– –
-177,300
Closed -$2.75M
SLS icon
3723
SELLAS Life Sciences
SLS
$2.29B
– –
-2,786
Closed -$17K
SM icon
3724
SM Energy
SM
$7.73B
– –
-929,400
Closed -$9.01M
SNBR
3725
DELISTED
Sleep Number
SNBR
– –
-49,100
Closed -$2.03M
147 148
149
150 151

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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.