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 | |
|---|---|---|---|---|---|---|
|
OSG
2001
Octave Specialty Group
OSG
$221M
| $3.94M | ﹤0.01% |
182,500
+72,200
| +65% | +$1.48M |
|
2002
Extra Space Storage
EXR
$31.2B
| $3.92M | ﹤0.01% |
37,100
-111,700
| -75% | -$12.2M |
|
2003
Riverview Bancorp
RVSB
$106M
| $3.91M | ﹤0.01% |
476,786
+16,369
| +4% | +$123K |
|
|
PTLA
2004
DELISTED
Portola Pharmaceuticals, Inc.
PTLA
| $3.9M | ﹤0.01% |
+163,242
| New | +$4.5M |
|
2005
Sonida Senior Living
SNDA
$1.88B
| $3.89M | ﹤0.01% |
84,021
+1,746
| +2% | +$102K |
|
2006
ACNB Corp
ACNB
$660M
| $3.89M | ﹤0.01% |
102,910
+11,400
| +12% | +$402K |
|
|
ITIC
2007
Investors Title Co
ITIC
$543M
| $3.87M | ﹤0.01% |
24,300
+400
| +2% | +$64.7K |
|
|
ZVO
2008
DELISTED
Zovio Inc. Common Stock
ZVO
| $3.85M | ﹤0.01% |
1,869,258
+122,158
| +7% | +$244K |
|
2009
Seres Therapeutics
MCRB
$45.6M
| $3.85M | ﹤0.01% |
55,770
+1,810
| +3% | +$134K |
|
2010
Energizer
ENR
$1.56B
| $3.85M | ﹤0.01% |
+76,600
| New | +$3.52M |
|
2011
Acadia Realty Trust
AKR
$2.86B
| $3.82M | ﹤0.01% |
147,401
+59,159
| +67% | +$1.62M |
|
2012
ITT
ITT
$19.6B
| $3.81M | ﹤0.01% |
51,600
-22,300
| -30% | -$1.48M |
|
2013
Koppers
KOP
$891M
| $3.81M | ﹤0.01% |
99,800
+56,500
| +130% | +$1.98M |
|
2014
EPAM Systems
EPAM
$5.18B
| $3.8M | ﹤0.01% |
+17,900
| New | +$3.52M |
|
|
DL
2015
DELISTED
China Distance Education Holdings Limited
DL
| $3.78M | ﹤0.01% |
467,383
+128,235
| +38% | +$908K |
|
|
AYR
2016
DELISTED
Aircastle Ltd
AYR
| $3.77M | ﹤0.01% |
117,696
-23,604
| -17% | -$682K |
|
2017
StoneX
SNEX
$8.09B
| $3.76M | ﹤0.01% |
389,590
+52,306
| +16% | +$433K |
|
|
AAIC
2018
DELISTED
Arlington Asset Investment Corp.
AAIC
| $3.76M | ﹤0.01% |
674,649
-147,151
| -18% | -$838K |
|
2019
Omega Flex
OFLX
$289M
| $3.75M | ﹤0.01% |
35,000
+8,300
| +31% | +$809K |
|
2020
FB Financial Corp
FBK
$3.09B
| $3.75M | ﹤0.01% |
94,600
-10,600
| -10% | -$406K |
|
2021
Silvercrest Asset Management
SAMG
$79.6M
| $3.73M | ﹤0.01% |
296,924
+31,900
| +12% | +$402K |
|
|
GPMT
2022
Granite Point Mortgage Trust
GPMT
$57.4M
| $3.73M | ﹤0.01% |
203,100
-72,421
| -26% | -$1.33M |
|
2023
ADT
ADT
$5.47B
| $3.73M | ﹤0.01% |
+469,800
| New | +$3.71M |
|
|
EMKR
2024
DELISTED
Emcore Corp
EMKR
| $3.72M | ﹤0.01% |
122,457
+3,237
| +3% | +$97.7K |
|
2025
RBB Bancorp
RBB
$467M
| $3.72M | ﹤0.01% |
175,700
+123,500
| +237% | +$2.51M |
|
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.