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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
LGL icon
2051
LGL Group
LGL
$93.6M
$3.56M ﹤0.01%
628,985
-4,633
-0.7% -$21.9K
GCAP
2052
DELISTED
Gain Capital Holdings, Inc.
GCAP
$3.56M ﹤0.01%
900,400
+95,400
+12% +$410K
SLV icon
2053
iShares Silver Trust
SLV
$31.5B
$3.55M ﹤0.01%
212,800
+196,134
+1,177% +$3.18M
AIU
2054
DELISTED
Meta Data Limited American Depositary Shares, each representing ten (10) Class A Ordinary Shares
AIU
$3.52M ﹤0.01%
4,226
+1,050
+33% +$928K
CDOR
2055
DELISTED
Condor Hospitality Trust, Inc. Common Stock
CDOR
$3.5M ﹤0.01%
316,830
+56,700
+22% +$627K
CSTM icon
2056
Constellium
CSTM
$4.01B
$3.49M ﹤0.01%
260,700
-261,300
-50% -$3.61M
CLUB
2057
DELISTED
Town Sports International Holdings, Inc.
CLUB
$3.48M ﹤0.01%
2,037,614
-8,938
-0.4% -$15.5K
ORN icon
2058
Orion Group Holdings
ORN
$402M
$3.48M ﹤0.01%
670,818
+224,721
+50% +$1.11M
FSB
2059
DELISTED
Franklin Financial Network, Inc.
FSB
$3.48M ﹤0.01%
101,300
+56,000
+124% +$1.84M
PENG
2060
Penguin Solutions Inc
PENG
$3.27B
$3.48M ﹤0.01%
183,200
+98,000
+115% +$1.52M
APPN icon
2061
Appian
APPN
$2.54B
$3.47M ﹤0.01%
90,900
-68,500
-43% -$2.95M
PLXS icon
2062
Plexus
PLXS
$7.13B
$3.47M ﹤0.01%
+45,093
New +$3.27M
TRCB
2063
DELISTED
Two River Bancorp
TRCB
$3.46M ﹤0.01%
154,687
+31,100
+25% +$659K
MPX
2064
DELISTED
Marine Products Corp
MPX
$3.46M ﹤0.01%
240,402
-100
-0% -$1.45K
CWB icon
2065
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.76B
$3.46M ﹤0.01%
62,300
+47,000
+307% +$2.53M
PRTS icon
2066
CarParts.com
PRTS
$47.1M
$3.46M ﹤0.01%
157,144
+10,343
+7% +$201K
GNMK
2067
DELISTED
GenMark Diagnostics, Inc
GNMK
$3.44M ﹤0.01%
714,900
+159,400
+29% +$879K
CYH icon
2068
Community Health Systems
CYH
$423M
$3.43M ﹤0.01%
1,183,244
+664,100
+128% +$2.3M
MMP
2069
DELISTED
Magellan Midstream Partners, L.P.
MMP
$3.42M ﹤0.01%
54,366
-8,954
-14% -$558K
PI icon
2070
Impinj
PI
$5.28B
$3.41M ﹤0.01%
132,000
+9,800
+8% +$305K
VWO icon
2071
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$3.41M ﹤0.01%
76,600
-54,400
-42% -$2.3M
AERI
2072
DELISTED
Aerie Pharmaceuticals
AERI
$3.4M ﹤0.01%
140,600
+55,600
+65% +$1.15M
GNTY
2073
DELISTED
Guaranty Bancshares
GNTY
$3.4M ﹤0.01%
113,660
+16,720
+17% +$487K
AEL
2074
DELISTED
American Equity Investment Life Holding Company
AEL
$3.39M ﹤0.01%
113,300
-269,100
-70% -$7.3M
ALEX
2075
DELISTED
Alexander & Baldwin
ALEX
$3.38M ﹤0.01%
+161,131
New +$3.65M
81 82
83
84 85

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RIM
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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.