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 | |
|---|---|---|---|---|---|---|
1526
Ingredion
INGR
$6.59B
| $8.78M | 0.01% |
94,499
-75,501
| -44% | -$6.34M |
|
1527
Ally Financial
ALLY
$13.6B
| $8.76M | 0.01% |
286,600
-2,142,300
| -88% | -$66.9M |
|
|
HA
1528
DELISTED
Hawaiian Holdings, Inc.
HA
| $8.76M | 0.01% |
299,000
+210,900
| +239% | +$6.17M |
|
|
PZN
1529
DELISTED
Pzena Investment Management, Inc. Class A
PZN
| $8.74M | 0.01% |
1,014,101
-3,899
| -0.4% | -$33.6K |
|
1530
Hope Bancorp
HOPE
$1.84B
| $8.74M | 0.01% |
588,064
+5,200
| +0.9% | +$75.5K |
|
1531
Reading International Class A
RDI
$37M
| $8.74M | 0.01% |
780,890
-34,100
| -4% | -$381K |
|
1532
Molson Coors Class B
TAP
$7.94B
| $8.74M | 0.01% |
+162,100
| New | +$8.72M |
|
1533
Century Casinos
CNTY
$35.7M
| $8.73M | 0.01% |
1,102,379
-1,487
| -0.1% | -$11.6K |
|
|
HTBK
1534
DELISTED
Heritage Commerce
HTBK
| $8.72M | 0.01% |
679,962
-286,209
| -30% | -$3.48M |
|
1535
Simpson Manufacturing
SSD
$7.9B
| $8.7M | 0.01% |
+108,400
| New | +$8.45M |
|
|
SSI
1536
DELISTED
Stage Stores Inc
SSI
| $8.64M | 0.01% |
1,063,917
+545,134
| +105% | +$2.11M |
|
|
BBU
1537
DELISTED
Brookfield Business Partners
BBU
| $8.62M | 0.01% |
324,556
+112,746
| +53% | +$2.93M |
|
|
FARM
1538
DELISTED
Farmer Brothers
FARM
| $8.61M | 0.01% |
571,600
+32,300
| +6% | +$471K |
|
1539
iShares Preferred and Income Securities ETF
PFF
$13.3B
| $8.59M | 0.01% |
228,599
+138,834
| +155% | +$5.18M |
|
|
MNTV
1540
DELISTED
Momentive Global Inc. Common Stock
MNTV
| $8.58M | 0.01% |
480,100
-847,500
| -64% | -$14.9M |
|
1541
United Natural Foods
UNFI
$2.91B
| $8.55M | 0.01% |
976,462
+33,900
| +4% | +$273K |
|
1542
Brighthouse Financial
BHF
$3.39B
| $8.55M | 0.01% |
217,900
-97,300
| -31% | -$3.83M |
|
1543
Civista Bancshares
CIVB
$592M
| $8.51M | 0.01% |
354,391
+40,700
| +13% | +$903K |
|
1544
Natural Gas Services Group
NGS
$486M
| $8.5M | 0.01% |
693,606
+38,200
| +6% | +$450K |
|
1545
Capital City Bank Group
CCBG
$898M
| $8.49M | 0.01% |
278,529
+38,100
| +16% | +$1.1M |
|
1546
Navient
NAVI
$841M
| $8.49M | 0.01% |
620,800
+184,300
| +42% | +$2.48M |
|
1547
Sasol
SSL
$7.38B
| $8.49M | 0.01% |
392,800
-51,566
| -12% | -$986K |
|
|
JBGS
1548
JBG SMITH
JBGS
$679M
| $8.48M | 0.01% |
212,600
-17,600
| -8% | -$696K |
|
|
OSB
1549
DELISTED
Norbord Inc.
OSB
| $8.47M | 0.01% |
316,800
-36,100
| -10% | -$963K |
|
1550
Edgewell Personal Care
EPC
$1.31B
| $8.45M | 0.01% |
+272,800
| New | +$8.8M |
|
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.