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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
VRS
3826
DELISTED
Verso Corporation
VRS
– –
-185,800
Closed -$2.3M
FMBI
3827
DELISTED
First Midwest Bancorp Inc/IL
FMBI
– –
-152,771
Closed -$2.98M
MDP
3828
DELISTED
Meredith Corporation
MDP
– –
-16,000
Closed -$587K
JMP
3829
DELISTED
JMP Group LLC
JMP
– –
-24,421
Closed -$84K
SIC
3830
DELISTED
Select Interior Concepts, Inc. Class A Common Stock
SIC
– –
-95,000
Closed -$1.23M
TCP
3831
DELISTED
TC Pipelines LP
TCP
– –
-16,337
Closed -$664K
MCEP
3832
DELISTED
Mid-Con Energy Partners, LP
MCEP
– –
-1,043
Closed -$8K
NTRP
3833
DELISTED
Neurotrope, Inc. Common
NTRP
– –
-42,433
Closed -$34K
ZOM
3834
DELISTED
Zomedica Corp.
ZOM
– –
-36,220
Closed -$13K
BREW
3835
DELISTED
Craft Brew Alliance, Inc.
BREW
– –
-168,048
Closed -$1.38M
CNXM
3836
DELISTED
CNX Midstream Partners LP
CNXM
– –
-23,652
Closed -$333K
BGG
3837
DELISTED
Briggs & Stratton Corp.
BGG
– –
-393,300
Closed -$2.38M
DGLD
3838
DELISTED
VelocitySharesTM 3x Inverse Gold ETN linked to the S&P GSCI Gold Index ER
DGLD
– –
-16,801
Closed -$520K
SES
3839
DELISTED
Synthesis Energy Systems Inc.
SES
– –
-30,415
Closed -$53K
BDCL
3840
DELISTED
2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev
BDCL
– –
-36,832
Closed -$541K
GASL
3841
DELISTED
Direxion Daily Natural Gas Related Bull 3X Shares
GASL
– –
-371
Closed -$338K
PEGI
3842
DELISTED
Pattern Energy Group Inc. Class A
PEGI
– –
-143,600
Closed -$3.87M
FOMX
3843
DELISTED
Foamix Pharmaceuticals Ltd. Ordinary Shares
FOMX
– –
-61,119
Closed -$186K
CHKR
3844
DELISTED
CHESAPEAKE GRANITE WASH TRUST
CHKR
– –
-12,189
Closed -$7K
SAUC
3845
DELISTED
Diversified Restaurant Holdings, Inc. Common stock
SAUC
– –
-1,034,821
Closed -$611K
MLNT
3846
DELISTED
Melinta Therapeutics, Inc. Common Stock
MLNT
– –
-582,632
Closed -$2.22M
WAIR
3847
DELISTED
WESCO Aircraft Holdings Inc.
WAIR
– –
-933,800
Closed -$10.3M
SMTA
3848
DELISTED
Spirit MTA REIT Common Shares of Beneficial Interest
SMTA
– –
-303,611
Closed -$2.56M
EEI
3849
DELISTED
Ecology and Environment
EEI
– –
-127,817
Closed -$1.94M
IDSA
3850
DELISTED
Industrial Services of America
IDSA
– –
-12,400
Closed -$14K
152 153
154
155 156

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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.