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 | |
|---|---|---|---|---|---|---|
126
Apple
AAPL
$4.45T
| $219M | 0.17% |
2,979,160
+2,316,456
| +350% | +$149M |
|
127
Charles River Laboratories
CRL
$13.5B
| $218M | 0.17% |
1,427,579
-29,104
| -2% | -$4.03M |
|
128
Ventas
VTR
$44.6B
| $215M | 0.17% |
3,722,486
-221,845
| -6% | -$13.9M |
|
129
Phillips 66
PSX
$89.5B
| $214M | 0.16% |
1,922,902
+1,715,002
| +825% | +$193M |
|
130
Advanced Micro Devices
AMD
$774B
| $211M | 0.16% |
4,611,726
+3,979,931
| +630% | +$147M |
|
131
Alcoa
AA
$14.3B
| $209M | 0.16% |
9,724,484
+3,244,822
| +50% | +$67.2M |
|
|
K
132
DELISTED
Kellanova
K
| $208M | 0.16% |
3,204,124
-1,123,911
| -26% | -$68.1M |
|
133
IBM
IBM
$225B
| $207M | 0.16% |
1,618,057
+1,506,763
| +1,354% | +$196M |
|
|
CZZ
134
DELISTED
Cosan Limited
CZZ
| $206M | 0.16% |
9,003,251
+216,557
| +2% | +$3.84M |
|
135
Chevron
CVX
$386B
| $205M | 0.16% |
1,703,284
+1,218,800
| +252% | +$144M |
|
136
Edison International
EIX
$26.9B
| $202M | 0.15% |
2,672,782
-1,272,109
| -32% | -$90M |
|
137
Crocs
CROX
$6.31B
| $201M | 0.15% |
4,801,332
+1,051,432
| +28% | +$36.7M |
|
138
Ambev
ABEV
$43.8B
| $193M | 0.15% |
41,407,158
+10,875,404
| +36% | +$48.2M |
|
139
WIX.com
WIX
$2.79B
| $193M | 0.15% |
1,576,100
-171,400
| -10% | -$21M |
|
140
MGM Resorts International
MGM
$11.1B
| $193M | 0.15% |
5,793,540
+1,090,900
| +23% | +$33.2M |
|
141
ExxonMobil
XOM
$657B
| $190M | 0.15% |
+2,728,454
| New | +$189M |
|
|
WCN
142
Waste Connections
WCN
$42B
| $189M | 0.15% |
2,084,936
+475,761
| +30% | +$43.2M |
|
143
NRG Energy
NRG
$25.2B
| $189M | 0.15% |
4,755,569
+3,165,853
| +199% | +$125M |
|
144
NovoCure
NVCR
$2.06B
| $189M | 0.15% |
2,241,995
-133,775
| -6% | -$10.8M |
|
|
ZAYO
145
DELISTED
Zayo Group Holdings, Inc.
ZAYO
| $188M | 0.14% |
5,433,248
+2,413,248
| +80% | +$82.6M |
|
|
AVLR
146
DELISTED
Avalara, Inc.
AVLR
| $186M | 0.14% |
2,542,381
+78,901
| +3% | +$5.73M |
|
147
Southwest Airlines
LUV
$22.3B
| $186M | 0.14% |
3,438,900
+1,095,520
| +47% | +$60.8M |
|
148
Boston Beer
SAM
$1.85B
| $185M | 0.14% |
490,759
+75,759
| +18% | +$28.5M |
|
149
New Oriental
EDU
$8.84B
| $184M | 0.14% |
1,520,679
+791,754
| +109% | +$94.7M |
|
150
Devon Energy
DVN
$49.9B
| $182M | 0.14% |
7,003,892
+1,294,700
| +23% | +$29.1M |
|
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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.