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
TAST
3801
DELISTED
Carrols Restaurant Group, Inc.
TAST
– –
-238,200
Closed -$1.98M
CCLP
3802
DELISTED
CSI Compressco LP
CCLP
– –
-14,257
Closed -$42K
BPTH
3803
DELISTED
Bio-Path Holdings Inc
BPTH
– –
-2,335
Closed -$444K
SUNW
3804
DELISTED
Sunworks, Inc.
SUNW
– –
-43,016
Closed -$102K
NSTG
3805
DELISTED
NanoString Technologies, Inc.
NSTG
– –
-131,500
Closed -$2.84M
USDP
3806
DELISTED
USD PARTNERS LP
USDP
– –
-17,156
Closed -$179K
RAD
3807
DELISTED
Rite Aid Corporation
RAD
– –
-152,100
Closed -$1.06M
BKI
3808
DELISTED
Black Knight, Inc. Common Stock
BKI
– –
-47,078
Closed -$2.88M
MTEM
3809
DELISTED
Molecular Templates, Inc.
MTEM
– –
-6,260
Closed -$619K
MGI
3810
DELISTED
MoneyGram International, Inc. New
MGI
– –
-65,700
Closed -$261K
BBBY
3811
DELISTED
Bed Bath & Beyond Inc
BBBY
– –
-973,660
Closed -$10.4M
ATNX
3812
DELISTED
Athenex, Inc. Common Stock
ATNX
– –
-2,565
Closed -$624K
HYRE
3813
DELISTED
HyreCar Inc. Common Stock
HYRE
– –
-24,080
Closed -$60K
SJI
3814
DELISTED
South Jersey Industries, Inc.
SJI
– –
-16,600
Closed -$546K
RSX
3815
DELISTED
VanEck Russia ETF
RSX
– –
-115,600
Closed -$2.64M
CHRA
3816
DELISTED
Charah Solutions, Inc Common Stock
CHRA
– –
-1,030
Closed -$22K
HTGM
3817
DELISTED
HTG Molecular Diagnostics, Inc. Common Stock
HTGM
– –
-242
Closed -$29K
PHAS
3818
DELISTED
PhaseBio Pharmaceuticals, Inc. Common Stock
PHAS
– –
-56,200
Closed -$234K
TWTR
3819
DELISTED
Twitter, Inc.
TWTR
– –
-5,840,900
Closed -$241M
ABTX
3820
DELISTED
Allegiance Bancshares
ABTX
– –
-85,240
Closed -$2.73M
AXU
3821
DELISTED
Alexco Resource Corp
AXU
– –
-972,585
Closed -$1.69M
EPZM
3822
DELISTED
Epizyme, Inc
EPZM
– –
-260,088
Closed -$2.68M
CDK
3823
DELISTED
CDK Global, Inc.
CDK
– –
-451,300
Closed -$21.7M
EPAY
3824
DELISTED
Bottomline Technologies Inc
EPAY
– –
-213,142
Closed -$8.39M
ECOL
3825
DELISTED
US Ecology, Inc.
ECOL
– –
-15,600
Closed -$997K
151 152
153
154 155

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.