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
SON icon
3726
Sonoco
SON
$5.7B
– –
-81,700
Closed -$4.76M
SOXX icon
3727
iShares Semiconductor ETF
SOXX
$46.6B
– –
-24,000
Closed -$1.69M
SPTI icon
3728
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
– –
-23,600
Closed -$738K
SPTL icon
3729
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.8B
– –
-23,000
Closed -$944K
SPYV icon
3730
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
– –
-19,600
Closed -$626K
SRPT icon
3731
Sarepta Therapeutics
SRPT
$1.91B
– –
-348,078
Closed -$26.2M
SSP icon
3732
E.W. Scripps
SSP
$304M
– –
-104,600
Closed -$1.39M
STNE icon
3733
StoneCo
STNE
$2.41B
– –
-5,900
Closed -$205K
SWX icon
3734
Southwest Gas
SWX
$6.67B
– –
-102,200
Closed -$9.3M
SXI icon
3735
Standex International
SXI
$4.04B
– –
-24,500
Closed -$1.79M
SYF icon
3736
Synchrony
SYF
$25.5B
– –
-965,700
Closed -$32.9M
TALO icon
3737
Talos Energy
TALO
$2.6B
– –
-107,638
Closed -$2.19M
TFC icon
3738
Truist Financial
TFC
$64B
– –
-480,262
Closed -$25.6M
TGNA
3739
DELISTED
TEGNA Inc
TGNA
– –
-117,670
Closed -$1.83M
THG icon
3740
Hanover Insurance
THG
$7.71B
– –
-1,600
Closed -$217K
TIP icon
3741
iShares TIPS Bond ETF
TIP
$14.7B
– –
-15,375
Closed -$1.79M
TKR icon
3742
Timken Company
TKR
$8.94B
– –
-79,100
Closed -$3.44M
TLH icon
3743
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
– –
-7,200
Closed -$1.08M
TLT icon
3744
iShares 20+ Year Treasury Bond ETF
TLT
$40.7B
– –
-58,500
Closed -$8.37M
TMF icon
3745
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.15B
– –
-5,550
Closed -$1.7M
TNC icon
3746
Tennant Co
TNC
$1.14B
– –
-9,600
Closed -$679K
TPB icon
3747
Turning Point Brands
TPB
$1.76B
– –
-173,343
Closed -$4M
TRMK icon
3748
Trustmark
TRMK
$2.78B
– –
-62,804
Closed -$2.14M
TROW icon
3749
T. Rowe Price
TROW
$23.9B
– –
-4,900
Closed -$560K
TTC icon
3750
Toro Company
TTC
$9.31B
– –
-38,400
Closed -$2.81M
148 149
150
151 152

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

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.