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
NRCG
3876
DELISTED
NRC Group Holdings Corp.
NRCG
– –
-42,800
Closed -$532K
UBNK
3877
DELISTED
United Financial Bancorp, Inc.
UBNK
– –
-1,822,539
Closed -$24.8M
CJ
3878
DELISTED
C&J Energy Services, Inc.
CJ
– –
-1,932,600
Closed -$20.7M
OTIV
3879
DELISTED
OTI On Track Innovations Ltd
OTIV
– –
-372,426
Closed -$120K
CVRS
3880
DELISTED
CORINDUS VASCULAR ROBOTICS, INC
CVRS
– –
-87,900
Closed -$376K
DEST
3881
DELISTED
Destination Maternity Corporation
DEST
– –
-807,607
Closed -$335K
RTEC
3882
DELISTED
Rudolph Technologies Inc
RTEC
– –
-981,987
Closed -$25.9M
SHOS
3883
DELISTED
Sears Hometown and Outlet Stores, Inc.
SHOS
– –
-819,548
Closed -$2.82M
MAMS
3884
DELISTED
MAM Software Group Inc. New
MAMS
– –
-55,711
Closed -$672K
ISCA
3885
DELISTED
International Speedway Corp
ISCA
– –
-1,671,286
Closed -$75.2M
NCI
3886
DELISTED
Navigant Consulting, Inc.
NCI
– –
-23,323
Closed -$652K
TYPE
3887
DELISTED
Monotype Imaging Holdings Inc.
TYPE
– –
-258,851
Closed -$5.13M
CTWS
3888
DELISTED
Connecticut Water Service Inc
CTWS
– –
-380,199
Closed -$26.6M
CBLK
3889
DELISTED
Carbon Black, Inc. Common Stock
CBLK
– –
-767,400
Closed -$19.9M
VSM
3890
DELISTED
Versum Materials, Inc.
VSM
– –
-993,500
Closed -$52.6M
BID
3891
DELISTED
Sotheby's
BID
– –
-63,100
Closed -$3.6M
PNTR
3892
DELISTED
Pointer Telocation Ltd.
PNTR
– –
-250,341
Closed -$3.77M
TCF
3893
DELISTED
TCF Financial Corporation Common Stock
TCF
– –
-227,456
Closed -$8.66M
UGAZ
3894
DELISTED
VelocityShares 3x Long Natural Gas ETN linked to the S&P GSCI Natural Gas Index ER due February 9, 2
UGAZ
– –
-5,380
Closed -$785K
ESTE
3895
DELISTED
Earthstone Energy Inc. Class A Common Stock
ESTE
– –
-16,790
Closed -$55K
DRYS
3896
DELISTED
DryShips Inc. Common Stock
DRYS
– –
-42,010
Closed -$220K
USLV
3897
DELISTED
VelocitySharesTM 3x Long Silver ETN linked to the S&P GSCI Silver Index ER
USLV
– –
-3,200
Closed -$267K
HPJ
3898
DELISTED
Highpower International Inc
HPJ
– –
-1,192,757
Closed -$5.59M
VIA
3899
DELISTED
Viacom Inc. Class A
VIA
– –
-195,046
Closed -$5.12M
SIVB
3900
DELISTED
SVB Financial Group
SIVB
– –
-33,157
Closed -$6.93M
153 154 155
156
157

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.