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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
PVLA
1651
Palvella Therapeutics
PVLA
$2.25B
$7.18M 0.01%
24,789
-2,564
-9% -$711K
NRIM icon
1652
Northrim BanCorp
NRIM
$606M
$7.14M 0.01%
745,600
+17,600
+2% +$168K
LEN.B icon
1653
Lennar Class B
LEN.B
$20.6B
$7.12M 0.01%
167,656
+72,224
+76% +$3.21M
ALTA
1654
DELISTED
Altabancorp
ALTA
$7.12M 0.01%
236,240
+44,840
+23% +$1.31M
SFST icon
1655
Southern First Bancshares
SFST
$608M
$7.11M 0.01%
167,400
+10,699
+7% +$446K
PRK icon
1656
Park National Corp
PRK
$3.75B
$7.11M 0.01%
69,400
-40,000
-37% -$3.99M
IGIB icon
1657
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$7.09M 0.01%
+122,253
New +$7.08M
JHX icon
1658
James Hardie Industries
JHX
$18B
$7.09M 0.01%
360,814
+11,487
+3% +$213K
VMBS icon
1659
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
$7.07M 0.01%
133,006
+114,331
+612% +$6.08M
TGH
1660
DELISTED
Textainer Group Holdings limited
TGH
$7.03M 0.01%
656,300
+183,600
+39% +$1.79M
CETV
1661
DELISTED
Central European Media Enterprises Ltd
CETV
$7.03M 0.01%
1,551,617
+1,175,892
+313% +$5.31M
BDSI
1662
DELISTED
BioDelivery Sciences International, Inc.
BDSI
$7.02M 0.01%
1,111,351
+966,651
+668% +$5.68M
GNC
1663
DELISTED
GNC Holdings, Inc.
GNC
$7.01M 0.01%
2,597,299
+376,300
+17% +$1M
ARCE
1664
DELISTED
Arco Platform Limited Class A Common Shares
ARCE
$7.01M 0.01%
158,500
+52,300
+49% +$2.33M
MGNI icon
1665
Magnite
MGNI
$3.55B
$7M 0.01%
858,419
-468,570
-35% -$3.85M
OSK icon
1666
Oshkosh
OSK
$9.44B
$7M 0.01%
+73,900
New +$6.37M
FNLC icon
1667
First Bancorp
FNLC
$402M
$6.99M 0.01%
231,106
+8,305
+4% +$236K
BHB icon
1668
Bar Harbor Bankshares
BHB
$681M
$6.98M 0.01%
274,870
+20,420
+8% +$520K
NWLI
1669
DELISTED
National Western Life Group, Inc. Class A
NWLI
$6.92M 0.01%
23,802
-2,800
-11% -$750K
AVH
1670
DELISTED
AVIANCA HOLDINGS S.A.
AVH
$6.92M 0.01%
1,550,683
-31,000
-2% -$132K
OXFD
1671
DELISTED
Oxford Immunotec Global PLC Ordinary Shares
OXFD
$6.9M 0.01%
415,800
-21,776
-5% -$353K
NBN icon
1672
Northeast Bank
NBN
$1.15B
$6.9M 0.01%
313,745
+21,901
+8% +$483K
SREV
1673
DELISTED
ServiceSource International, Inc.
SREV
$6.89M 0.01%
4,128,661
+94,946
+2% +$124K
SUM
1674
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
$6.88M 0.01%
+292,695
New +$6.64M
BVH
1675
DELISTED
Bluegreen Vacations Holding Corporation
BVH
$6.88M 0.01%
288,368
+45,393
+19% +$1.04M
65 66
67
68 69

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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.