Jim Simons Renaissance Technologies
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Bristol-Myers Squibb
BMY
|
+$1.57B |
| 2 |
Tesla
TSLA
|
+$1.06B |
| 3 |
Amazon
AMZN
|
+$597M |
| 4 |
Qualcomm
QCOM
|
+$374M |
| 5 |
AbbVie
ABBV
|
+$373M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
CELG
Celgene Corp
CELG
|
+$1.54B |
| 2 |
Johnson & Johnson
JNJ
|
+$561M |
| 3 |
UnitedHealth
UNH
|
+$353M |
| 4 |
Meta Platforms (Facebook)
META
|
+$345M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
576
CDW
CDW
$17.8B
| $44.8M | 0.03% |
313,725
-208,800
| -40% | -$27.6M |
|
577
Otter Tail
OTTR
$3.9B
| $44.8M | 0.03% |
872,900
-44,400
| -5% | -$2.3M |
|
578
Stewart Information Services
STC
$2.07B
| $44.7M | 0.03% |
1,096,497
+146,713
| +15% | +$6.02M |
|
|
ALX
579
Alexander's
ALX
$1.4B
| $44.5M | 0.03% |
134,845
-5,119
| -4% | -$1.71M |
|
|
FIT
580
DELISTED
Fitbit, Inc. Class A common stock
FIT
| $44.4M | 0.03% |
6,756,326
+1,013,594
| +18% | +$5.95M |
|
|
WRI
581
DELISTED
Weingarten Realty Investors
WRI
| $44.4M | 0.03% |
1,419,900
+699,377
| +97% | +$21.4M |
|
582
Rockwell Automation
ROK
$49.5B
| $44.3M | 0.03% |
218,700
+120,700
| +123% | +$22.4M |
|
583
United Parcel Service
UPS
$89.8B
| $44.3M | 0.03% |
378,100
+151,800
| +67% | +$18M |
|
|
HOLX
584
DELISTED
Hologic
HOLX
| $43.8M | 0.03% |
838,118
+20,050
| +2% | +$998K |
|
|
LM
585
DELISTED
Legg Mason, Inc.
LM
| $43.5M | 0.03% |
1,212,502
-56,000
| -4% | -$2.08M |
|
|
CIO
586
DELISTED
City Office REIT
CIO
| $43.3M | 0.03% |
3,205,103
+158,204
| +5% | +$2.11M |
|
587
First Majestic Silver
AG
$9.26B
| $43.2M | 0.03% |
3,526,338
+2,051,738
| +139% | +$21.6M |
|
588
Watts Water Technologies
WTS
$12.8B
| $43M | 0.03% |
430,990
+122,890
| +40% | +$11.7M |
|
|
HRC
589
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $43M | 0.03% |
378,616
+141,616
| +60% | +$14.9M |
|
|
BMY.RT
590
DELISTED
Bristol-Myers Squibb Company Contingent Value Rights
BMY.RT
| $42.9M | 0.03% |
+14,258,560
| New | +$37.1M |
|
591
Wheaton Precious Metals
WPM
$59.9B
| $42.9M | 0.03% |
1,441,100
+166,400
| +13% | +$4.55M |
|
592
AstraZeneca
AZN
$244B
| $42.9M | 0.03% |
429,750
+356,450
| +486% | +$33.6M |
|
593
SPS Commerce
SPSC
$2.86B
| $42.8M | 0.03% |
772,263
+4,219
| +0.5% | +$224K |
|
|
SCHW
594
Charles Schwab
SCHW
$190B
| $42.8M | 0.03% |
+898,900
| New | +$39.6M |
|
|
CHU
595
DELISTED
China Unicom (HONG KONG) Limited
CHU
| $42.7M | 0.03% |
4,567,166
+467,831
| +11% | +$4.49M |
|
596
Coeur Mining
CDE
$19B
| $42.7M | 0.03% |
5,278,825
+1,012,197
| +24% | +$6.24M |
|
597
Prudential
PUK
$34.5B
| $42.6M | 0.03% |
1,153,998
+229,913
| +25% | +$8.11M |
|
598
TE Connectivity
TEL
$62.2B
| $42.6M | 0.03% |
+444,552
| New | +$41.2M |
|
599
Banco Santander Chile
BSAC
$16.1B
| $42.5M | 0.03% |
1,843,502
-172,025
| -9% | -$4.28M |
|
|
VER
600
DELISTED
VEREIT, Inc.
VER
| $42.4M | 0.03% |
916,691
-668,627
| -42% | -$32M |
|
Similar funds
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.