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 | |
|---|---|---|---|---|---|---|
1351
Stock Yards Bancorp
SYBT
$2.64B
| $11.6M | 0.01% |
282,290
+6,050
| +2% | +$240K |
|
1352
Bank of Marin Bancorp
BMRC
$462M
| $11.6M | 0.01% |
257,011
-2,900
| -1% | -$128K |
|
1353
Middleby
MIDD
$5.25B
| $11.6M | 0.01% |
105,666
+50,596
| +92% | +$5.81M |
|
1354
ASE Group
ASX
$101B
| $11.5M | 0.01% |
2,076,382
+311,133
| +18% | +$1.6M |
|
1355
California Water Service
CWT
$3.1B
| $11.5M | 0.01% |
223,900
+98,300
| +78% | +$5.13M |
|
|
BPYU
1356
DELISTED
Brookfield Property REIT Inc. Class A Common Stock
BPYU
| $11.5M | 0.01% |
624,700
+8,141
| +1% | +$154K |
|
|
MFSF
1357
DELISTED
MutualFirst Financial Inc
MFSF
| $11.5M | 0.01% |
290,013
+34,800
| +14% | +$1.28M |
|
|
PCOM
1358
DELISTED
Points.com Inc. Common Shares
PCOM
| $11.5M | 0.01% |
752,214
+11,884
| +2% | +$146K |
|
1359
Embotelladora Andina Series B
AKO.B
$4.89B
| $11.4M | 0.01% |
653,614
-1,086
| -0.2% | -$18.7K |
|
|
GRFS
1360
Grifois
GRFS
$5.38B
| $11.4M | 0.01% |
490,571
-176,816
| -26% | -$3.85M |
|
|
ICPT
1361
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
| $11.4M | 0.01% |
+92,200
| New | +$8.25M |
|
1362
Green Plains
GPRE
$1.08B
| $11.4M | 0.01% |
739,600
-98,400
| -12% | -$1.34M |
|
1363
Bright Horizons
BFAM
$3.78B
| $11.4M | 0.01% |
75,900
-17,200
| -18% | -$2.58M |
|
1364
Cooper Companies
COO
$15B
| $11.4M | 0.01% |
141,992
-226,000
| -61% | -$17M |
|
|
LCI
1365
DELISTED
Lannett Company, Inc.
LCI
| $11.4M | 0.01% |
323,134
-230,100
| -42% | -$9.36M |
|
1366
SS&C Technologies
SSNC
$19.1B
| $11.4M | 0.01% |
+185,600
| New | +$10.4M |
|
1367
Ulta Beauty
ULTA
$21.8B
| $11.4M | 0.01% |
+45,000
| New | +$11M |
|
1368
Perion Network
PERI
$384M
| $11.3M | 0.01% |
1,818,025
-26,208
| -1% | -$138K |
|
1369
MasterCraft Boat Holdings
MCFT
$591M
| $11.3M | 0.01% |
717,800
-21,100
| -3% | -$333K |
|
|
COUP
1370
DELISTED
Coupa Software Incorporated
COUP
| $11.3M | 0.01% |
77,300
-142,304
| -65% | -$20.3M |
|
|
TRUE
1371
DELISTED
TrueCar
TRUE
| $11.3M | 0.01% |
2,371,100
+1,374,600
| +138% | +$5.74M |
|
1372
Autodesk
ADSK
$53.6B
| $11.2M | 0.01% |
+61,198
| New | +$9.92M |
|
1373
Rexford Industrial Realty
REXR
$8.15B
| $11.2M | 0.01% |
245,500
-76,500
| -24% | -$3.54M |
|
|
BPFH
1374
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
| $11.2M | 0.01% |
929,772
+103,972
| +13% | +$1.21M |
|
1375
Liberty Latin America Class C
LILAK
$1.65B
| $11.2M | 0.01% |
669,583
-73,363
| -10% | -$1.14M |
|
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.