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 | |
|---|---|---|---|---|---|---|
726
Alliant Energy
LNT
$18.2B
| $33.1M | 0.03% |
605,028
-1,336,776
| -69% | -$71M |
|
727
Valley National Bancorp
VLY
$8.3B
| $33M | 0.03% |
2,886,277
+2,460,289
| +578% | +$28.3M |
|
728
DigitalBridge
DBRG
$2.94B
| $33M | 0.03% |
1,736,828
+117,998
| +7% | +$2.43M |
|
729
Kaiser Aluminum
KALU
$2.99B
| $32.9M | 0.03% |
296,400
-27,800
| -9% | -$2.97M |
|
730
Carriage Services
CSV
$555M
| $32.8M | 0.03% |
1,283,100
+25,100
| +2% | +$609K |
|
|
BSTC
731
DELISTED
BioSpecifics Technologies Corp.
BSTC
| $32.8M | 0.03% |
576,247
+4,900
| +0.9% | +$260K |
|
732
Northwest Natural Holdings
NWN
$2.14B
| $32.8M | 0.03% |
444,757
-65,743
| -13% | -$4.54M |
|
733
CarGurus
CARG
$3.38B
| $32.6M | 0.03% |
925,579
-231,721
| -20% | -$8.19M |
|
734
Edwards Lifesciences
EW
$53.4B
| $32.5M | 0.03% |
+417,690
| New | +$32.6M |
|
735
Costamare
CMRE
$1.74B
| $32.5M | 0.03% |
3,407,082
+902,500
| +36% | +$7.21M |
|
736
NewMarket
NEU
$8.72B
| $32.4M | 0.02% |
66,500
-37,400
| -36% | -$18M |
|
|
BMTC
737
DELISTED
Bryn Mawr Bank Corp
BMTC
| $32.3M | 0.02% |
783,658
-8,862
| -1% | -$342K |
|
738
Photronics
PLAB
$1.97B
| $32.3M | 0.02% |
2,049,994
-420,003
| -17% | -$5.28M |
|
739
Royal Caribbean
RCL
$82.9B
| $32.3M | 0.02% |
241,982
-1,015,094
| -81% | -$118M |
|
|
ADAM
740
Adamas Trust
ADAM
$907M
| $32.3M | 0.02% |
1,295,725
+904,871
| +232% | +$22.4M |
|
|
BRKL
741
DELISTED
Brookline Bancorp
BRKL
| $32.3M | 0.02% |
1,959,600
+138,960
| +8% | +$2.19M |
|
|
NEWR
742
DELISTED
New Relic, Inc.
NEWR
| $32.2M | 0.02% |
489,600
-49,000
| -9% | -$3.18M |
|
|
VIVO
743
DELISTED
Meridian Bioscience Inc
VIVO
| $32.1M | 0.02% |
3,286,712
+12,764
| +0.4% | +$120K |
|
744
Mid-America Apartment Communities
MAA
$15.6B
| $32.1M | 0.02% |
243,428
-443,202
| -65% | -$59.3M |
|
745
LKQ Corp
LKQ
$6.38B
| $32M | 0.02% |
895,660
+799,274
| +829% | +$27.1M |
|
746
Hecla Mining
HL
$11.9B
| $32M | 0.02% |
9,429,665
+4,430,063
| +89% | +$10.9M |
|
747
Univest Financial
UVSP
$1.19B
| $31.9M | 0.02% |
1,192,769
+1,900
| +0.2% | +$49.2K |
|
|
FSP
748
Franklin Street Properties
FSP
$46.4M
| $31.9M | 0.02% |
3,729,197
+268,997
| +8% | +$2.31M |
|
749
Omnicom Group
OMC
$24.2B
| $31.8M | 0.02% |
+392,200
| New | +$30.7M |
|
|
QADA
750
DELISTED
QAD Inc.
QADA
| $31.7M | 0.02% |
621,677
+4,300
| +0.7% | +$206K |
|
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.