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 | |
|---|---|---|---|---|---|---|
651
CAE Inc. Common Shares
CAE
$8.47B
| $38.4M | 0.03% |
1,451,846
-502,700
| -26% | -$12.9M |
|
652
Burlington
BURL
$22.4B
| $38.3M | 0.03% |
167,801
-302,726
| -64% | -$63.3M |
|
653
Invesco Mortgage Capital
IVR
$805M
| $38.3M | 0.03% |
229,792
+49,502
| +27% | +$7.94M |
|
|
CMBT
654
CMB.TECH NV
CMBT
$4.92B
| $38.1M | 0.03% |
3,062,674
+1,927,262
| +170% | +$21.3M |
|
655
ScottsMiracle-Gro
SMG
$3.59B
| $38.1M | 0.03% |
358,700
-26,200
| -7% | -$2.68M |
|
656
Adeia
ADEA
$3.16B
| $38.1M | 0.03% |
7,778,692
+1,391,947
| +22% | +$7.39M |
|
657
PetMed Express
PETS
$43.4M
| $38M | 0.03% |
1,616,400
-5,800
| -0.4% | -$130K |
|
|
FBC
658
DELISTED
Flagstar Bancorp, Inc. New
FBC
| $37.9M | 0.03% |
990,661
+267,100
| +37% | +$9.98M |
|
659
Sun Life Financial
SLF
$44.8B
| $37.9M | 0.03% |
830,800
+70,900
| +9% | +$3.19M |
|
660
Stride
LRN
$3.48B
| $37.8M | 0.03% |
1,859,545
+98,245
| +6% | +$2.1M |
|
661
Regis Corp
RGS
$70.1M
| $37.7M | 0.03% |
105,455
-4,635
| -4% | -$1.72M |
|
|
CLDT
662
Chatham Lodging
CLDT
$601M
| $37.7M | 0.03% |
2,054,876
+95,000
| +5% | +$1.71M |
|
663
NRC Health Common Stock
NRC
$471M
| $37.6M | 0.03% |
570,800
+24,000
| +4% | +$1.47M |
|
664
Liberty Global Class C
LBTYK
$3.48B
| $37.4M | 0.03% |
+1,716,052
| New | +$38.6M |
|
665
Exponent
EXPO
$3.24B
| $37.4M | 0.03% |
541,600
-16,300
| -3% | -$1.08M |
|
666
MDU Resources
MDU
$4.27B
| $37.3M | 0.03% |
3,304,174
+179,621
| +6% | +$1.96M |
|
667
Henry Schein
HSIC
$10B
| $37.3M | 0.03% |
559,412
+373,600
| +201% | +$24.7M |
|
|
ATRI
668
DELISTED
Atrion Corp
ATRI
| $37.3M | 0.03% |
49,600
-10,100
| -17% | -$7.62M |
|
669
Fomento Económico Mexicano
FMX
$39.7B
| $37.1M | 0.03% |
392,800
+29,100
| +8% | +$2.68M |
|
|
SVM
670
Silvercorp Metals
SVM
$2.61B
| $37.1M | 0.03% |
6,545,210
+1,246,001
| +24% | +$5.8M |
|
|
PRA
671
DELISTED
ProAssurance
PRA
| $36.9M | 0.03% |
1,021,500
-35,300
| -3% | -$1.35M |
|
672
JD.com
JD
$39.6B
| $36.9M | 0.03% |
1,046,100
-1,230,800
| -54% | -$39.7M |
|
|
SRDX
673
DELISTED
Surmodics
SRDX
| $36.7M | 0.03% |
885,738
-83,800
| -9% | -$3.53M |
|
674
Peabody Energy
BTU
$2.94B
| $36.6M | 0.03% |
4,014,853
+440,000
| +12% | +$5.06M |
|
675
Sensata Technologies
ST
$6.61B
| $36.6M | 0.03% |
679,600
+88,100
| +15% | +$4.53M |
|
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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.