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 | |
|---|---|---|---|---|---|---|
801
Lantheus
LNTH
$6.59B
| $28.8M | 0.02% |
1,405,800
-230,100
| -14% | -$4.65M |
|
802
New Jersey Resources
NJR
$5.64B
| $28.8M | 0.02% |
646,401
-228,900
| -26% | -$9.89M |
|
803
First Merchants
FRME
$2.72B
| $28.6M | 0.02% |
686,866
-73,000
| -10% | -$2.91M |
|
804
Central Pacific Financial
CPF
$1B
| $28.5M | 0.02% |
964,500
+144,500
| +18% | +$4.22M |
|
805
Camden Property Trust
CPT
$11.1B
| $28.5M | 0.02% |
268,900
+198,000
| +279% | +$21.9M |
|
806
Wabash National
WNC
$509M
| $28.5M | 0.02% |
1,937,700
+322,300
| +20% | +$4.79M |
|
|
OLP
807
One Liberty Properties
OLP
$537M
| $28.4M | 0.02% |
1,044,025
+21,300
| +2% | +$586K |
|
|
ELP
808
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
| $28.4M | 0.02% |
4,188,750
+807,750
| +24% | +$4.57M |
|
809
First Busey Corp
BUSE
$2.58B
| $28.4M | 0.02% |
1,031,033
-11,692
| -1% | -$309K |
|
810
OceanFirst Financial
OCFC
$1.88B
| $28.4M | 0.02% |
1,110,143
-137,284
| -11% | -$3.3M |
|
811
Haverty Furniture Companies
HVT
$450M
| $28.4M | 0.02% |
1,406,300
+8,800
| +0.6% | +$178K |
|
812
The RMR Group
RMR
$346M
| $28.3M | 0.02% |
620,016
+65,800
| +12% | +$3.05M |
|
813
Pilgrim's Pride
PPC
$6.57B
| $28.3M | 0.02% |
864,613
+329,900
| +62% | +$10.3M |
|
|
PRSP
814
DELISTED
Perspecta Inc. Common Stock
PRSP
| $28.2M | 0.02% |
1,065,500
+182,200
| +21% | +$4.85M |
|
815
Vishay Precision Group
VPG
$908M
| $28.1M | 0.02% |
826,274
+28,701
| +4% | +$964K |
|
816
Smith & Wesson
SWBI
$643M
| $28.1M | 0.02% |
3,932,793
-678,602
| -15% | -$4.14M |
|
817
US Physical Therapy
USPH
$1.24B
| $28.1M | 0.02% |
245,313
-35,800
| -13% | -$4.46M |
|
|
AQUA
818
DELISTED
Evoqua Water Technologies Corp. Common Stock
AQUA
| $28M | 0.02% |
1,475,620
+250,700
| +20% | +$4.5M |
|
819
Mohawk Industries
MHK
$9.42B
| $27.9M | 0.02% |
+204,500
| New | +$27.8M |
|
|
INXN
820
DELISTED
Interxion Holding N.V.
INXN
| $27.8M | 0.02% |
+332,000
| New | +$27.7M |
|
821
Bloom Energy
BE
$69.6B
| $27.8M | 0.02% |
3,723,353
+3,221,588
| +642% | +$15.6M |
|
|
WPX
822
DELISTED
WPX Energy, Inc.
WPX
| $27.6M | 0.02% |
+2,007,887
| New | +$21.4M |
|
823
Johnson Outdoors
JOUT
$512M
| $27.6M | 0.02% |
359,200
-9,600
| -3% | -$628K |
|
824
Universal Health Services
UHS
$10.1B
| $27.5M | 0.02% |
192,000
+18,400
| +11% | +$2.62M |
|
825
Ducommun
DCO
$3.01B
| $27.3M | 0.02% |
540,800
-30,400
| -5% | -$1.4M |
|
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.