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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
VXF icon
3776
Vanguard Extended Market ETF
VXF
$31.9B
– –
-3,000
Closed -$349K
VYM icon
3777
Vanguard High Dividend Yield ETF
VYM
$83.8B
– –
-4,500
Closed -$399K
VYX icon
3778
NCR Voyix
VYX
$1.11B
– –
-85,901
Closed -$1.66M
WAL icon
3779
Western Alliance Bancorporation
WAL
$8.89B
– –
-115,804
Closed -$5.34M
WAT icon
3780
Waters Corp
WAT
$40.7B
– –
-80,100
Closed -$17.9M
WDAY icon
3781
Workday
WDAY
$44.8B
– –
-118,600
Closed -$20.2M
WM icon
3782
Waste Management
WM
$90.7B
– –
-5,000
Closed -$575K
WW
3783
DELISTED
WW International
WW
– –
-278,512
Closed -$10.5M
WYNN icon
3784
Wynn Resorts
WYNN
$10.8B
– –
-120,200
Closed -$13.1M
XNET
3785
Xunlei
XNET
$321M
– –
-71,700
Closed -$164K
XOP icon
3786
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.67B
– –
-9,000
Closed -$805K
XYL icon
3787
Xylem
XYL
$28.8B
– –
-20,700
Closed -$1.65M
YUM icon
3788
Yum! Brands
YUM
$39.5B
– –
-259,900
Closed -$29.5M
MTUS icon
3789
Metallus
MTUS
$900M
– –
-19,800
Closed -$125K
CPAY icon
3790
Corpay
CPAY
$26.7B
– –
-113,400
Closed -$32.5M
GRDX
3791
GridAI Technologies Corp
GRDX
$22.3M
– –
0
– -$14K
MTVA
3792
MetaVia Inc
MTVA
$7.33M
– –
-1
Closed -$24K
NAGE
3793
Niagen Bioscience
NAGE
$244M
– –
-39,900
Closed -$157K
SPLP
3794
DELISTED
STEEL PARTNERS HOLDINGS L.P.
SPLP
– –
-15,500
Closed -$198K
VIRX
3795
DELISTED
Viracta Therapeutics, Inc. Common Stock
VIRX
– –
-2,387
Closed -$60K
SMAR
3796
DELISTED
Smartsheet Inc.
SMAR
– –
-437,000
Closed -$15.7M
CTLT
3797
DELISTED
CATALENT, INC.
CTLT
– –
-511,000
Closed -$24.4M
BIG
3798
DELISTED
Big Lots, Inc.
BIG
– –
-102,000
Closed -$2.5M
TPHS
3799
DELISTED
Trinity Place Holdings Inc.com
TPHS
– –
-17,400
Closed -$70K
SWAV
3800
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
– –
-151,790
Closed -$4.54M
150 151
152
153 154

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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.