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 | |
|---|---|---|---|---|---|---|
1501
UFP Industries
UFPI
$4.99B
| $9.13M | 0.01% |
191,509
+27,700
| +17% | +$1.31M |
|
|
AXIA
1502
DELISTED
AXIA Energia
AXIA
| $9.11M | 0.01% |
1,234,808
+63,021
| +5% | +$445K |
|
|
XIFR
1503
XPLR Infrastructure LP
XIFR
$1.1B
| $9.11M | 0.01% |
173,000
+80,800
| +88% | +$4.2M |
|
1504
OFG Bancorp
OFG
$2.26B
| $9.1M | 0.01% |
385,486
-59,100
| -13% | -$1.29M |
|
|
ISEE
1505
DELISTED
IVERIC bio, Inc. Common Stock
ISEE
| $9.1M | 0.01% |
1,060,280
-137,975
| -12% | -$493K |
|
1506
Schneider National
SNDR
$6.34B
| $9.09M | 0.01% |
416,700
-183,400
| -31% | -$4.13M |
|
|
HALL
1507
DELISTED
Hallmark Financial Services, Inc.
HALL
| $9.09M | 0.01% |
51,728
-1,974
| -4% | -$361K |
|
|
IO
1508
DELISTED
ION Geophysical Corporation
IO
| $9.08M | 0.01% |
1,046,590
+145,071
| +16% | +$1.26M |
|
1509
Nomura Holdings
NMR
$28.7B
| $9.08M | 0.01% |
1,759,445
+279,250
| +19% | +$1.35M |
|
1510
DHI Group
DHX
$170M
| $9.04M | 0.01% |
3,004,400
+71,700
| +2% | +$244K |
|
1511
State Street Financial Select Sector SPDR ETF
XLF
$59.4B
| $9.03M | 0.01% |
293,500
-354,900
| -55% | -$10.4M |
|
1512
Acacia Research
ACTG
$448M
| $9.02M | 0.01% |
3,390,600
-53,100
| -2% | -$146K |
|
1513
CareTrust REIT
CTRE
$9.22B
| $9.02M | 0.01% |
437,000
-136,900
| -24% | -$3M |
|
1514
Donegal Group Class A
DGICA
$695M
| $9.01M | 0.01% |
608,252
+6,233
| +1% | +$91.2K |
|
1515
Wintrust Financial
WTFC
$11B
| $9.01M | 0.01% |
127,100
-118,900
| -48% | -$7.92M |
|
1516
First Trust Senior Loan Fund ETF
FTSL
$2.33B
| $9M | 0.01% |
187,800
+105,675
| +129% | +$5.01M |
|
|
CLDR
1517
DELISTED
Cloudera, Inc.
CLDR
| $8.99M | 0.01% |
+773,152
| New | +$7.41M |
|
|
RDUS
1518
DELISTED
Radius Health, Inc.
RDUS
| $8.95M | 0.01% |
444,159
+336,259
| +312% | +$8.17M |
|
|
KNL
1519
DELISTED
Knoll, Inc.
KNL
| $8.95M | 0.01% |
354,400
-31,600
| -8% | -$835K |
|
1520
First Financial Corp
THFF
$975M
| $8.93M | 0.01% |
195,277
+15,018
| +8% | +$662K |
|
1521
Viasat
VSAT
$11.4B
| $8.9M | 0.01% |
121,593
-190,900
| -61% | -$13.7M |
|
1522
Neurogene
NGNE
$711M
| $8.86M | 0.01% |
35,969
-2,423
| -6% | -$241K |
|
|
ENZ
1523
DELISTED
Enzo Biochem, Inc.
ENZ
| $8.82M | 0.01% |
3,353,808
+54,245
| +2% | +$162K |
|
1524
Altria Group
MO
$110B
| $8.8M | 0.01% |
176,300
-6,102,600
| -97% | -$288M |
|
1525
Hilton Grand Vacations
HGV
$3.58B
| $8.79M | 0.01% |
+255,700
| New | +$8.79M |
|
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.