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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
TTSH
3751
DELISTED
Tile Shop Holdings
TTSH
– –
-790,900
Closed -$2.52M
TUR icon
3752
iShares MSCI Turkey ETF
TUR
$215M
– –
-9,100
Closed -$243K
TUSK icon
3753
Mammoth Energy Services
TUSK
$158M
– –
-28,149
Closed -$70K
UCTT
3754
Ultra Clean Holdings
UCTT
$3.9B
– –
-24,300
Closed -$356K
UFI icon
3755
UNIFI
UFI
$129M
– –
-19,834
Closed -$435K
ULH icon
3756
Universal Logistics Holdings
ULH
$503M
– –
-29,200
Closed -$680K
UMH
3757
UMH Properties
UMH
$1.38B
– –
-100,900
Closed -$1.42M
UNH icon
3758
UnitedHealth
UNH
$361B
– –
-1,624,826
Closed -$353M
UNP icon
3759
Union Pacific
UNP
$174B
– –
-532,700
Closed -$86.3M
UPLD icon
3760
Upland Software
UPLD
$14.2M
– –
-9,732
Closed -$3.39M
USAU icon
3761
US Gold Corp
USAU
$251M
– –
-5,843
Closed -$54K
UVE icon
3762
Universal Insurance Holdings
UVE
$1.19B
– –
-133,708
Closed -$4.01M
VB icon
3763
Vanguard Morningstar Small-Cap ETF
VB
$82.8B
– –
-2,400
Closed -$369K
VBR icon
3764
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
– –
-2,900
Closed -$374K
VBTX
3765
DELISTED
Veritex Holdings
VBTX
– –
-66,295
Closed -$1.61M
VCYT icon
3766
Veracyte
VCYT
$3.73B
– –
-203,500
Closed -$4.88M
VEU icon
3767
Vanguard FTSE All-World ex-US ETF
VEU
$70B
– –
-11,800
Closed -$589K
VFC icon
3768
VF Corp
VFC
$5.81B
– –
-505,390
Closed -$45M
VFH icon
3769
Vanguard Financials ETF
VFH
$13.8B
– –
-11,200
Closed -$784K
VGIT icon
3770
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
– –
-14,600
Closed -$973K
VGLT icon
3771
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
– –
-20,400
Closed -$1.79M
VICR icon
3772
Vicor
VICR
$9.72B
– –
-105,100
Closed -$3.1M
VIPS icon
3773
Vipshop
VIPS
$7.2B
– –
-3,070,900
Closed -$27.4M
VMI icon
3774
Valmont Industries
VMI
$9.52B
– –
-36,600
Closed -$5.07M
VRNT
3775
DELISTED
Verint Systems
VRNT
– –
-233,146
Closed -$5.08M
149 150
151
152 153

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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.