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 | 21.21% |
| 2 | Technology | 12.9% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Financials | 8.48% |
| 5 | Industrials | 7.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
National Beverage
FIZZ
$2.89B
| $137M | 0.11% |
5,375,200
-359,800
| -6% | -$8.65M |
|
202
Agnico Eagle Mines
AEM
$92B
| $137M | 0.11% |
2,220,032
-294,003
| -12% | -$17.1M |
|
203
Brady Corp
BRC
$4.48B
| $136M | 0.1% |
2,383,655
+44,057
| +2% | +$2.47M |
|
|
TXNM
204
TXNM Energy Inc
TXNM
$5.91B
| $136M | 0.1% |
2,683,800
+27,400
| +1% | +$1.38M |
|
|
TERP
205
DELISTED
TerraForm Power, Inc
TERP
| $136M | 0.1% |
8,842,650
+494,100
| +6% | +$7.96M |
|
206
Rayonier
RYN
$6.45B
| $136M | 0.1% |
4,577,176
-152,428
| -3% | -$4.15M |
|
207
Lumentum
LITE
$63.8B
| $136M | 0.1% |
+1,712,439
| New | +$112M |
|
208
Alkermes
ALKS
$8.26B
| $135M | 0.1% |
6,636,753
+1,735,545
| +35% | +$34.5M |
|
209
Sabesp
SBS
$17.7B
| $135M | 0.1% |
46,315,086
+1,159,702
| +3% | +$2.98M |
|
|
VGR
210
DELISTED
Vector Group Ltd.
VGR
| $135M | 0.1% |
14,229,913
-667,353
| -4% | -$5.84M |
|
211
Alphabet (Google) Class C
GOOG
$4.19T
| $134M | 0.1% |
+2,009,700
| New | +$130M |
|
212
Cinemark Holdings
CNK
$4.25B
| $134M | 0.1% |
3,956,000
+263,600
| +7% | +$9.32M |
|
213
Walt Disney
DIS
$179B
| $134M | 0.1% |
923,827
+440,100
| +91% | +$61.4M |
|
214
Telkom Indonesia
TLK
$14.4B
| $133M | 0.1% |
4,681,514
+67,500
| +1% | +$1.96M |
|
215
ArcelorMittal
MT
$55.6B
| $133M | 0.1% |
7,580,363
+1,693,291
| +29% | +$27.5M |
|
216
Arch Capital
ACGL
$33.5B
| $132M | 0.1% |
3,070,300
-910,505
| -23% | -$37.8M |
|
|
JNPR
217
DELISTED
Juniper Networks
JNPR
| $132M | 0.1% |
5,339,391
+2,712,791
| +103% | +$66.7M |
|
218
Clorox
CLX
$13.1B
| $131M | 0.1% |
855,894
-338,700
| -28% | -$50.6M |
|
219
Sysco
SYY
$40.3B
| $131M | 0.1% |
1,526,800
-266,400
| -15% | -$21.6M |
|
220
Usana Health Sciences
USNA
$254M
| $128M | 0.1% |
1,625,900
-33,200
| -2% | -$2.45M |
|
221
Upbound Group
UPBD
$1.11B
| $127M | 0.1% |
4,386,724
-51,900
| -1% | -$1.36M |
|
222
TFS Financial
TFSL
$4.83B
| $125M | 0.1% |
6,356,400
-188,500
| -3% | -$3.64M |
|
|
AUY
223
DELISTED
Yamana Gold, Inc.
AUY
| $124M | 0.1% |
31,452,441
+7,580,160
| +32% | +$26.6M |
|
224
Dollar General
DG
$26.5B
| $124M | 0.1% |
795,600
-117,800
| -13% | -$18.7M |
|
225
Ionis Pharmaceuticals
IONS
$9.21B
| $123M | 0.09% |
2,038,711
+225,700
| +12% | +$13.4M |
|
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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 21% 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.