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 | 21.63% |
| 2 | Technology | 13.19% |
| 3 | Consumer Discretionary | 10.53% |
| 4 | Financials | 8.74% |
| 5 | Communication Services | 7.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1251
Lakeland Financial Corp
LKFN
$1.55B
| $13.5M | 0.01% |
275,400
+7,300
| +3% | +$340K |
|
1252
IDT Corp
IDT
$1.65B
| $13.5M | 0.01% |
1,867,897
+24,391
| +1% | +$176K |
|
1253
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.97B
| $13.4M | 0.01% |
437,355
+102,573
| +31% | +$3.15M |
|
|
GRP.U
1254
DELISTED
Granite Real Estate Investment Trust
GRP.U
| $13.4M | 0.01% |
264,600
-350,400
| -57% | -$17.6M |
|
|
CSW
1255
CSW Industrials
CSW
$5.67B
| $13.4M | 0.01% |
174,500
-17,700
| -9% | -$1.27M |
|
1256
BHP
BHP
$222B
| $13.4M | 0.01% |
274,981
+154,586
| +128% | +$7.02M |
|
1257
Vanguard Short-Term Corporate Bond ETF
VCSH
$45.1B
| $13.4M | 0.01% |
165,600
+133,000
| +408% | +$10.8M |
|
|
TIVO
1258
DELISTED
Tivo Inc
TIVO
| $13.4M | 0.01% |
1,581,370
+186,735
| +13% | +$1.48M |
|
1259
Columbia Financial
CLBK
$1.22B
| $13.4M | 0.01% |
789,732
+282,168
| +56% | +$4.66M |
|
|
ZNH
1260
DELISTED
China Southern Airlines Company Limited
ZNH
| $13.4M | 0.01% |
398,083
-5,117
| -1% | -$163K |
|
|
DCPH
1261
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
| $13.4M | 0.01% |
214,600
+70,900
| +49% | +$3.37M |
|
1262
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
| $13.3M | 0.01% |
432,262
+167,025
| +63% | +$5.15M |
|
1263
Central Garden & Pet Co
CENT
$2.78B
| $13.3M | 0.01% |
535,625
-2,106
| -0.4% | -$50.1K |
|
|
WAAS
1264
DELISTED
AquaVenture Holdings Limited
WAAS
| $13.3M | 0.01% |
489,700
-19,700
| -4% | -$418K |
|
|
CADE
1265
DELISTED
Cadence Bancorporation
CADE
| $13.3M | 0.01% |
732,247
+322,400
| +79% | +$5.39M |
|
|
BNY
1266
Bank of New York Mellon
BNY
$111B
| $13.3M | 0.01% |
+263,277
| New | +$12.6M |
|
|
TRST
1267
Trustco Bank Corp NY
TRST
$979M
| $13.2M | 0.01% |
305,640
-27,140
| -8% | -$1.16M |
|
1268
Wendy's
WEN
$1.65B
| $13.2M | 0.01% |
596,482
-292,600
| -33% | -$6.21M |
|
1269
Whirlpool
WHR
$2.76B
| $13.2M | 0.01% |
89,557
+73,400
| +454% | +$11.1M |
|
|
VRN
1270
DELISTED
Veren
VRN
| $13.2M | 0.01% |
2,952,927
-726,519
| -20% | -$2.84M |
|
1271
First Interstate BancSystem
FIBK
$3.72B
| $13.1M | 0.01% |
313,381
-149,702
| -32% | -$6.27M |
|
|
RP
1272
DELISTED
RealPage, Inc.
RP
| $13.1M | 0.01% |
+244,094
| New | +$13.9M |
|
1273
TG Therapeutics
TGTX
$7.45B
| $13.1M | 0.01% |
1,179,500
+1,070,706
| +984% | +$8.14M |
|
1274
Schwab Short-Term US Treasury ETF
SCHO
$13B
| $13.1M | 0.01% |
518,292
+347,356
| +203% | +$8.78M |
|
1275
Ooma
OOMA
$566M
| $13.1M | 0.01% |
988,303
+13,900
| +1% | +$169K |
|
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 22% 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.