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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
REGI
3901
DELISTED
Renewable Energy Group, Inc.
REGI
– –
-12,900
Closed -$194K
UN
3902
DELISTED
Unilever NV New York Registry Shares
UN
– –
-12,400
Closed -$744K
WLH
3903
DELISTED
WILLIAM LYON HOMES
WLH
– –
-22,000
Closed -$448K
ABIL
3904
DELISTED
Ability Inc
ABIL
– –
-18,160
Closed -$10K
DGSE
3905
DELISTED
DGSE Companies, Inc.
DGSE
– –
-128,808
Closed -$155K
BAS
3906
DELISTED
Basis Energy Services, Inc.
BAS
– –
-1,532,409
Closed -$2.21M
CELG
3907
DELISTED
Celgene Corp
CELG
– –
-15,546,716
Closed -$1.54B
AUO
3908
DELISTED
AU Optronics Corp
AUO
– –
-3,151,096
Closed -$7.75M
ATAXZ
3909
DELISTED
AMERICA FIRST TAX EXEMT INV LP
ATAXZ
– –
-22,573
Closed -$185K
ENV
3910
DELISTED
ENVESTNET, INC.
ENV
– –
-29,892
Closed -$1.7M
CIT
3911
DELISTED
CIT Group Inc.
CIT
– –
-339,000
Closed -$15.4M
RESI
3912
DELISTED
Front Yard Residential Corporation Common Stock
RESI
– –
-55,900
Closed -$646K
SAFE
3913
DELISTED
Safehold Inc.
SAFE
– –
-29,914
Closed -$912K
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.