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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+11.58%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$130B
AUM Growth
+$12B
Cap. Flow
+$2.46B
Cap. Flow %
1.89%
Top 10 Hldgs %
12.68%
Holding
3,913
New
518
Increased
1,836
Reduced
1,085
Closed
443

Top Buys

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$1.57B
2
TSLA icon
Tesla
TSLA
+$1.06B
3
AMZN icon
Amazon
AMZN
+$597M
4
QCOM icon
Qualcomm
QCOM
+$374M
5
ABBV icon
AbbVie
ABBV
+$373M

Top Sells

Rank Stock Value
1
CELG
Celgene Corp
CELG
+$1.54B
2
JNJ icon
Johnson & Johnson
JNJ
+$561M
3
UNH icon
UnitedHealth
UNH
+$353M
4
META icon
Meta Platforms (Facebook)
META
+$345M
5
SBUX icon
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
CFMS
1626
DELISTED
Conformis, Inc. Common Stock
CFMS
$7.44M 0.01%
198,375
-8,380
-4% -$397K
LUMO
1627
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
$7.43M 0.01%
326,449
-440
-0.1% -$6.28K
OTIC
1628
DELISTED
Otonomy, Inc.
OTIC
$7.43M 0.01%
1,939,965
+219,096
+13% +$535K
NBTB icon
1629
NBT Bancorp
NBTB
$2.79B
$7.42M 0.01%
182,900
+56,200
+44% +$2.2M
CRD.A icon
1630
Crawford & Co Class A
CRD.A
$631M
$7.42M 0.01%
646,624
-9,000
-1% -$98.2K
HLG
1631
DELISTED
Hailiang Education Group Inc. American Depositary Shares
HLG
$7.41M 0.01%
113,622
+9,522
+9% +$629K
THO icon
1632
Thor Industries
THO
$4.11B
$7.41M 0.01%
99,699
-255,601
-72% -$16.5M
LITS
1633
Lite Strategy Inc
LITS
$29.9M
$7.4M 0.01%
149,264
+7,131
+5% +$265K
GLOP
1634
DELISTED
GASLOG PARTNERS LP
GLOP
$7.37M 0.01%
471,505
+147,505
+46% +$2.57M
H icon
1635
Hyatt Hotels
H
$17B
$7.37M 0.01%
82,100
-48,100
-37% -$3.75M
SRC
1636
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
$7.35M 0.01%
149,480
-81,760
-35% -$4.07M
CSTR
1637
DELISTED
CapStar Financial Holdings, Inc
CSTR
$7.35M 0.01%
441,173
+109,806
+33% +$1.83M
PMBC
1638
DELISTED
Pacific Mercantile Bancorp
PMBC
$7.34M 0.01%
903,556
+136,563
+18% +$999K
BATRA icon
1639
Atlanta Braves Holdings Series A
BATRA
$3.68B
$7.33M 0.01%
247,100
+35,900
+17% +$1.02M
PCSB
1640
DELISTED
PCSB Financial Corporation
PCSB
$7.29M 0.01%
359,976
+145,796
+68% +$2.95M
ENFC
1641
DELISTED
Entegra Financial Corp.
ENFC
$7.29M 0.01%
241,532
+80,900
+50% +$2.43M
MOFG
1642
DELISTED
MidWestOne Financial Group
MOFG
$7.28M 0.01%
201,000
-11,400
-5% -$381K
WGO icon
1643
Winnebago Industries
WGO
$892M
$7.28M 0.01%
137,442
+4,842
+4% +$226K
GIC icon
1644
Global Industrial
GIC
$1.48B
$7.25M 0.01%
288,267
+37,767
+15% +$881K
FRC
1645
DELISTED
First Republic Bank
FRC
$7.25M 0.01%
61,700
-330,400
-84% -$35.7M
NUVA
1646
DELISTED
NuVasive, Inc.
NUVA
$7.21M 0.01%
93,288
+87,700
+1,569% +$6.19M
LADR
1647
Ladder Capital
LADR
$1.27B
$7.21M 0.01%
399,741
+183,800
+85% +$3.17M
CATO icon
1648
Cato Corp
CATO
$67.5M
$7.21M 0.01%
414,252
+101,609
+33% +$1.82M
JMEI
1649
DELISTED
Jumei International Holding Limited American depositary shares, each representing ten Class A ordina
JMEI
$7.21M 0.01%
351,480
-13,230
-4% -$262K
FBIZ icon
1650
First Business Financial Services
FBIZ
$595M
$7.19M 0.01%
273,205
+19,400
+8% +$481K
64 65
66
67 68

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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 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.