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 | |
|---|---|---|---|---|---|---|
1051
1st Source
SRCE
$2.13B
| $18.4M | 0.01% |
354,514
+19,500
| +6% | +$980K |
|
|
CARO
1052
DELISTED
Carolina Financial Corp.
CARO
| $18.3M | 0.01% |
423,481
-82,435
| -16% | -$3.25M |
|
1053
Ezcorp Inc
EZPW
$1.78B
| $18.3M | 0.01% |
2,680,328
+346,812
| +15% | +$1.99M |
|
|
IVC
1054
DELISTED
Invacare Corporation
IVC
| $18.3M | 0.01% |
2,025,669
+475,069
| +31% | +$3.99M |
|
1055
Peoples Bancorp
PEBO
$1.48B
| $18.3M | 0.01% |
526,679
+7,800
| +2% | +$255K |
|
1056
TriMas Corp
TRS
$1.41B
| $18.3M | 0.01% |
581,170
+19,470
| +3% | +$600K |
|
1057
CACI
CACI
$15B
| $18.1M | 0.01% |
72,600
-51,400
| -41% | -$12M |
|
1058
Evercore
EVR
$12B
| $18.1M | 0.01% |
242,200
+201,600
| +497% | +$15.4M |
|
1059
Sabre
SABR
$831M
| $18.1M | 0.01% |
806,015
+751,815
| +1,387% | +$16.7M |
|
|
PE
1060
DELISTED
PARSLEY ENERGY INC
PE
| $18.1M | 0.01% |
954,900
+724,500
| +314% | +$12M |
|
1061
Descartes Systems
DSGX
$6.62B
| $18M | 0.01% |
421,700
-158,000
| -27% | -$6.45M |
|
1062
NVIDIA
NVDA
$5.46T
| $18M | 0.01% |
3,061,920
-31,849,800
| -91% | -$166M |
|
1063
Mettler-Toledo International
MTD
$28.8B
| $18M | 0.01% |
+22,700
| New | +$16.4M |
|
1064
Spok Holdings
SPOK
$230M
| $17.9M | 0.01% |
1,466,884
-70,659
| -5% | -$834K |
|
1065
LifeVantage
LFVN
$82.1M
| $17.9M | 0.01% |
1,148,905
+31,470
| +3% | +$463K |
|
1066
Liberty Media Series C
FWONK
$26B
| $17.9M | 0.01% |
+402,006
| New | +$16.7M |
|
|
GOGL
1067
DELISTED
Golden Ocean Group
GOGL
| $17.8M | 0.01% |
3,070,737
+634,356
| +26% | +$3.64M |
|
|
LGF.A
1068
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
| $17.8M | 0.01% |
1,670,450
+1,018,400
| +156% | +$9.38M |
|
1069
Deckers Outdoor
DECK
$12.7B
| $17.8M | 0.01% |
+632,400
| New | +$16.8M |
|
1070
Enerpac Tool Group
EPAC
$1.91B
| $17.8M | 0.01% |
683,693
-28,307
| -4% | -$691K |
|
|
GRA
1071
DELISTED
W.R. Grace & Co.
GRA
| $17.7M | 0.01% |
253,900
-26,700
| -10% | -$1.79M |
|
1072
LendingTree
TREE
$444M
| $17.7M | 0.01% |
58,234
+1,934
| +3% | +$640K |
|
|
DCOM
1073
DELISTED
Dime Community Bancshares
DCOM
| $17.6M | 0.01% |
842,800
+155,200
| +23% | +$3.18M |
|
1074
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.4B
| $17.6M | 0.01% |
1,517,600
+689,300
| +83% | +$6.69M |
|
1075
Argan
AGX
$8.02B
| $17.5M | 0.01% |
436,899
-223,701
| -34% | -$8.6M |
|
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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.