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 | |
|---|---|---|---|---|---|---|
1301
Civeo
CVEO
$345M
| $12.5M | 0.01% |
809,931
+85,708
| +12% | +$1.07M |
|
1302
Vanguard Short-Term Treasury ETF
VGSH
$30.3B
| $12.5M | 0.01% |
205,800
+116,000
| +129% | +$7.06M |
|
1303
State Street Utilities Select Sector SPDR ETF
XLU
$22.9B
| $12.5M | 0.01% |
387,200
+154,600
| +66% | +$4.91M |
|
1304
Korn Ferry
KFY
$4.3B
| $12.5M | 0.01% |
295,000
-253,500
| -46% | -$9.8M |
|
1305
State Street Energy Select Sector SPDR ETF
XLE
$40.4B
| $12.5M | 0.01% |
416,600
+354,000
| +565% | +$10.5M |
|
1306
iRadimed
IRMD
$1.1B
| $12.5M | 0.01% |
534,368
+117,268
| +28% | +$2.74M |
|
|
BPY
1307
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
| $12.4M | 0.01% |
680,900
-61,283
| -8% | -$1.16M |
|
|
EXK
1308
Endeavour Silver
EXK
$3.16B
| $12.4M | 0.01% |
5,158,241
-975,884
| -16% | -$2.22M |
|
1309
Cadence Design Systems
CDNS
$89.6B
| $12.4M | 0.01% |
179,094
-719,650
| -80% | -$48.3M |
|
1310
Texas Instruments
TXN
$254B
| $12.4M | 0.01% |
96,800
-384,000
| -80% | -$47.4M |
|
1311
Lear
LEA
$8.24B
| $12.4M | 0.01% |
90,500
-35,100
| -28% | -$4.35M |
|
1312
Textron
TXT
$15.3B
| $12.4M | 0.01% |
+277,700
| New | +$12.9M |
|
|
FNHC
1313
DELISTED
FedNat Holding Company Common Stock
FNHC
| $12.4M | 0.01% |
743,100
-41,400
| -5% | -$619K |
|
|
NETI
1314
DELISTED
Eneti Inc.
NETI
| $12.4M | 0.01% |
193,949
-1,140
| -0.6% | -$69.3K |
|
1315
Plains GP Holdings
PAGP
$5.07B
| $12.3M | 0.01% |
651,482
-60,291
| -8% | -$1.13M |
|
1316
Timberland Bancorp
TSBK
$362M
| $12.3M | 0.01% |
412,845
+8,476
| +2% | +$237K |
|
|
ARI
1317
Apollo Commercial Real Estate
ARI
$887M
| $12.3M | 0.01% |
670,872
-89,768
| -12% | -$1.66M |
|
1318
Sierra Bancorp
BSRR
$538M
| $12.3M | 0.01% |
420,831
+31,000
| +8% | +$851K |
|
1319
AerCap
AER
$23.8B
| $12.2M | 0.01% |
199,228
-137,868
| -41% | -$8.11M |
|
1320
ZTO Express
ZTO
$17.4B
| $12.2M | 0.01% |
524,100
-910,459
| -63% | -$19.7M |
|
1321
Banc of California
BANC
$3.14B
| $12.2M | 0.01% |
711,930
+136,105
| +24% | +$2.06M |
|
1322
Curtiss-Wright
CW
$25.6B
| $12.2M | 0.01% |
86,800
+83,400
| +2,453% | +$11.3M |
|
1323
SLM Corp
SLM
$5.23B
| $12.2M | 0.01% |
1,364,400
-496,800
| -27% | -$4.32M |
|
|
AE
1324
DELISTED
Adams Resources & Energy Inc
AE
| $12.1M | 0.01% |
318,600
+2,800
| +0.9% | +$90.8K |
|
1325
Equinix
EQIX
$107B
| $12.1M | 0.01% |
20,764
-85,836
| -81% | -$48.2M |
|
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.