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 | |
|---|---|---|---|---|---|---|
|
BXRX
2326
DELISTED
Baudax Bio, Inc. Common Stock
BXRX
| $2.02M | ﹤0.01% |
+208
| New | +$1.77M |
|
|
FGH
2327
DELISTED
FG Group Holdings Inc.
FGH
| $2.01M | ﹤0.01% |
619,003
+7,800
| +1% | +$22K |
|
2328
LSB Industries
LXU
$737M
| $2M | ﹤0.01% |
620,099
+96,850
| +19% | +$327K |
|
|
EVBN
2329
DELISTED
Evans Bancorp Inc
EVBN
| $2M | ﹤0.01% |
49,931
+5,131
| +11% | +$200K |
|
2330
BK Technologies
BKTI
$277M
| $2M | ﹤0.01% |
128,940
+1,720
| +1% | +$27.7K |
|
2331
Citizens Financial Group
CFG
$31.5B
| $1.99M | ﹤0.01% |
49,000
-858,000
| -95% | -$32.1M |
|
2332
Coastal Financial
CCB
$802M
| $1.99M | ﹤0.01% |
120,777
+14,334
| +13% | +$232K |
|
2333
Regal Rexnord
RRX
$11.7B
| $1.99M | ﹤0.01% |
23,200
-77,700
| -77% | -$6.16M |
|
2334
Donaldson
DCI
$11.1B
| $1.98M | ﹤0.01% |
34,400
-30,629
| -47% | -$1.67M |
|
2335
Invesco CEF Income Composite ETF
PCEF
$820M
| $1.97M | ﹤0.01% |
84,630
+42,030
| +99% | +$957K |
|
2336
State Street SPDR S&P Retail ETF
XRT
$640M
| $1.96M | ﹤0.01% |
+42,549
| New | +$1.87M |
|
|
TRVN
2337
DELISTED
Trevena, Inc.
TRVN
| $1.96M | ﹤0.01% |
3,719
+344
| +10% | +$176K |
|
|
RCM
2338
DELISTED
R1 RCM Inc. Common Stock
RCM
| $1.95M | ﹤0.01% |
150,398
-517,205
| -77% | -$5.91M |
|
2339
Build-A-Bear
BBW
$481M
| $1.95M | ﹤0.01% |
602,078
-239,888
| -28% | -$770K |
|
2340
Amerant Bancorp
AMTB
$1.14B
| $1.95M | ﹤0.01% |
89,303
+23,203
| +35% | +$483K |
|
|
YRD
2341
Yiren Digital
YRD
$104M
| $1.95M | ﹤0.01% |
350,565
+335,065
| +2,162% | +$1.96M |
|
2342
Western Midstream Partners
WES
$20.2B
| $1.94M | ﹤0.01% |
+98,705
| New | +$2.05M |
|
2343
Peoples Bancorp of North Carolina
PEBK
$239M
| $1.94M | ﹤0.01% |
59,092
+3,700
| +7% | +$113K |
|
|
HNP
2344
DELISTED
Huaneng Power Intl, Inc.
HNP
| $1.94M | ﹤0.01% |
96,500
-7,500
| -7% | -$145K |
|
2345
State Street Health Care Select Sector SPDR ETF
XLV
$43.8B
| $1.94M | ﹤0.01% |
19,000
-147,300
| -89% | -$14.2M |
|
|
BBQ
2346
DELISTED
BBQ Holdings, Inc. Common Stock
BBQ
| $1.93M | ﹤0.01% |
491,699
+17,452
| +4% | +$83.1K |
|
2347
Walker & Dunlop
WD
$1.46B
| $1.93M | ﹤0.01% |
29,789
-66,711
| -69% | -$4.22M |
|
|
FRGI
2348
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
| $1.92M | ﹤0.01% |
194,466
+40,000
| +26% | +$376K |
|
2349
Microbot Medical
MBOT
$104M
| $1.92M | ﹤0.01% |
188,775
-12,774
| -6% | -$74.9K |
|
2350
CB Financial Services
CBFV
$189M
| $1.92M | ﹤0.01% |
63,641
+1,124
| +2% | +$31.9K |
|
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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.