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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
PVTL
3851
DELISTED
Pivotal Software, Inc.
PVTL
– –
-3,659,800
Closed -$54.6M
CARB
3852
DELISTED
Carbonite Inc
CARB
– –
-28,500
Closed -$441K
CRR
3853
DELISTED
Carbo Ceramics Inc.
CRR
– –
-2,239,854
Closed -$5.38M
HOS
3854
DELISTED
Hornbeck Offshore Services, Inc.
HOS
– –
-185,154
Closed -$141K
QTRH
3855
DELISTED
Quarterhill Inc. Common Shares
QTRH
– –
-2,075,056
Closed -$2.7M
PSDO
3856
DELISTED
Presidio, Inc. Common Stock
PSDO
– –
-11,987
Closed -$203K
ARTX
3857
DELISTED
Arotech Corporation
ARTX
– –
-89,106
Closed -$262K
BSCJ
3858
DELISTED
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
– –
-53,463
Closed -$1.13M
MTFB
3859
DELISTED
Motif Bio plc ADRs
MTFB
– –
-102,845
Closed -$37K
VSI
3860
DELISTED
Vitamin Shoppe Inc.
VSI
– –
-93,300
Closed -$608K
FCSC
3861
DELISTED
Fibrocell Science Inc.
FCSC
– –
-763,754
Closed -$2.26M
ROAN
3862
DELISTED
Roan Resources, Inc.
ROAN
– –
-1,170,370
Closed -$1.44M
STI
3863
DELISTED
SunTrust Banks, Inc.
STI
– –
-29,400
Closed -$2.02M
SEMG
3864
DELISTED
SEMGROUP CORPORATION
SEMG
– –
-28,057
Closed -$458K
CBM
3865
DELISTED
Cambrex Corporation
CBM
– –
-176,200
Closed -$10.5M
DNBF
3866
DELISTED
DNB Financial Corp
DNBF
– –
-37,400
Closed -$1.67M
ORIT
3867
DELISTED
Oritani Financial Corp. New
ORIT
– –
-1,989,400
Closed -$35.2M
OLBK
3868
DELISTED
Old Line Bancshares, Inc.
OLBK
– –
-421,140
Closed -$12.2M
NVTR
3869
DELISTED
Nuvectra Corporation Common Stock
NVTR
– –
-492,214
Closed -$669K
DOVA
3870
DELISTED
Dova Pharmaceuticals, Inc. Common Stock
DOVA
– –
-298,400
Closed -$8.34M
DF
3871
DELISTED
Dean Foods Company
DF
– –
-43,900
Closed -$51K
GHDX
3872
DELISTED
Genomic Health, Inc.
GHDX
– –
-2,502,100
Closed -$170M
BPL
3873
DELISTED
Buckeye Partners, L.P.
BPL
– –
-114,634
Closed -$4.71M
LTXB
3874
DELISTED
LegacyTexas Financial Group Inc
LTXB
– –
-48,747
Closed -$2.12M
SSFN
3875
DELISTED
Stewardship Financial Corp
SSFN
– –
-17,500
Closed -$273K
153 154
155
156 157

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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.