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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
HLIO icon
2126
Helios Technologies
HLIO
$2.69B
$3.02M ﹤0.01%
65,400
-31,850
-33% -$1.37M
DBEF icon
2127
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.43B
$3.01M ﹤0.01%
89,000
+39,700
+81% +$1.32M
JE
2128
DELISTED
Just Energy Group Inc
JE
$2.98M ﹤0.01%
53,784
+1,394
+3% +$100K
STCN
2129
DELISTED
Steel Connect, Inc. Common Stock
STCN
$2.97M ﹤0.01%
217,992
+792
+0.4% +$11K
AMC icon
2130
AMC Entertainment Holdings
AMC
$2.23B
$2.97M ﹤0.01%
40,999
-244,750
-86% -$21.5M
TOUR
2131
Tuniu
TOUR
$53.2M
$2.96M ﹤0.01%
117,450
+5,372
+5% +$151K
CCO icon
2132
Clear Channel Outdoor Holdings
CCO
$1.19B
$2.95M ﹤0.01%
1,033,023
-124,026
-11% -$314K
PR
2133
Permian Resources
PR
$18B
$2.95M ﹤0.01%
+638,400
New +$2.33M
ASNA
2134
DELISTED
Ascena Retail Group, Inc.
ASNA
$2.94M ﹤0.01%
383,837
+90,067
+31% +$739K
SPAB icon
2135
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.93B
$2.94M ﹤0.01%
99,900
+4,200
+4% +$124K
ISSC icon
2136
Innovative Solutions & Support
ISSC
$412M
$2.93M ﹤0.01%
501,642
+38,335
+8% +$185K
MMYT icon
2137
MakeMyTrip
MMYT
$5.68B
$2.92M ﹤0.01%
127,320
+10,767
+9% +$260K
AWRE icon
2138
Aware
AWRE
$26.4M
$2.91M ﹤0.01%
866,003
-508
-0.1% -$1.58K
APRN
2139
DELISTED
Blue Apron Holdings, Inc. Class A Common Stock
APRN
$2.91M ﹤0.01%
36,809
+2,875
+8% +$261K
BCRX icon
2140
BioCryst Pharmaceuticals
BCRX
$2.49B
$2.9M ﹤0.01%
840,734
+629,919
+299% +$1.58M
VHI icon
2141
Valhi
VHI
$459M
$2.9M ﹤0.01%
129,182
+7,130
+6% +$164K
HYLS icon
2142
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.64B
$2.89M ﹤0.01%
59,300
+7,854
+15% +$379K
CLS icon
2143
Celestica
CLS
$42.3B
$2.89M ﹤0.01%
+349,088
New +$2.6M
CIA icon
2144
Citizens
CIA
$201M
$2.89M ﹤0.01%
428,000
+60,000
+16% +$413K
WABC icon
2145
Westamerica Bancorp
WABC
$1.38B
$2.89M ﹤0.01%
42,631
+11,000
+35% +$719K
LEJU
2146
DELISTED
Leju Holdings Limited American Depositary Shares, each representing ten (10) Ordinary Shares
LEJU
$2.88M ﹤0.01%
143,234
+13,518
+10% +$248K
IAU icon
2147
iShares Gold Trust
IAU
$64.9B
$2.87M ﹤0.01%
+99,100
New +$2.81M
NVEE
2148
DELISTED
NV5 Global
NVEE
$2.87M ﹤0.01%
+227,600
New +$3.32M
BSCK
2149
DELISTED
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
$2.86M ﹤0.01%
134,229
+43,575
+48% +$928K
ACCO icon
2150
Acco Brands
ACCO
$401M
$2.85M ﹤0.01%
304,511
-491,071
-62% -$4.65M
84 85
86
87 88

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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.