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 | |
|---|---|---|---|---|---|---|
|
STZ.B
2376
DELISTED
CONSTELLATION BRANDS, INC. CLASS B
STZ.B
| $1.79M | ﹤0.01% |
9,500
+1,200
| +14% | +$228K |
|
2377
MVB Financial
MVBF
$398M
| $1.79M | ﹤0.01% |
71,800
+51,158
| +248% | +$1.08M |
|
2378
Lennox International
LII
$14.6B
| $1.78M | ﹤0.01% |
7,300
-83,900
| -92% | -$20.8M |
|
2379
ePlus
PLUS
$2.31B
| $1.78M | ﹤0.01% |
42,200
-53,000
| -56% | -$2.16M |
|
2380
Escalade
ESCA
$276M
| $1.77M | ﹤0.01% |
179,893
+3,633
| +2% | +$39.4K |
|
2381
Essential Properties Realty Trust
EPRT
$6.72B
| $1.76M | ﹤0.01% |
71,100
-85,200
| -55% | -$2.14M |
|
|
ADAP
2382
DELISTED
Adaptimmune Therapeutics
ADAP
| $1.76M | ﹤0.01% |
1,465,143
+586,384
| +67% | +$625K |
|
2383
Innospec
IOSP
$2.31B
| $1.76M | ﹤0.01% |
17,000
-10,800
| -39% | -$1.03M |
|
|
SILV
2384
DELISTED
SilverCrest Metals Inc. Common Shares
SILV
| $1.76M | ﹤0.01% |
+260,700
| New | +$1.54M |
|
2385
Perma-Fix Environmental Services
PESI
$368M
| $1.75M | ﹤0.01% |
192,643
+52,900
| +38% | +$334K |
|
|
YELL
2386
DELISTED
Yellow Corporation Common Stock
YELL
| $1.75M | ﹤0.01% |
687,555
-278,698
| -29% | -$956K |
|
|
KREF
2387
KKR Real Estate Finance Trust
KREF
$490M
| $1.75M | ﹤0.01% |
85,628
-372
| -0.4% | -$7.43K |
|
|
COOP
2388
DELISTED
Mr. Cooper
COOP
| $1.74M | ﹤0.01% |
139,296
+91,497
| +191% | +$1.12M |
|
|
RDGT
2389
Ridgetech Inc
RDGT
$3.01M
| $1.74M | ﹤0.01% |
27
+4
| +17% | +$200K |
|
2390
Core Molding Technologies
CMT
$224M
| $1.74M | ﹤0.01% |
534,713
-3,500
| -0.7% | -$15.6K |
|
2391
Transportadora de Gas del Sur
TGS
$4.23B
| $1.74M | ﹤0.01% |
242,177
+67,310
| +38% | +$468K |
|
|
ONIT
2392
Onity Group
ONIT
$328M
| $1.74M | ﹤0.01% |
84,451
+42,949
| +103% | +$1.04M |
|
2393
Maui Land & Pineapple Co
MLP
$304M
| $1.73M | ﹤0.01% |
153,320
+2,400
| +2% | +$25.6K |
|
|
FLOW
2394
DELISTED
SPX FLOW, Inc.
FLOW
| $1.73M | ﹤0.01% |
+35,300
| New | +$1.56M |
|
2395
Coffee Holding Co
JVA
$20.2M
| $1.72M | ﹤0.01% |
373,442
+17,220
| +5% | +$70.4K |
|
2396
Northern Technologies International Corp
NTIC
$75.9M
| $1.71M | ﹤0.01% |
121,902
+3,100
| +3% | +$39.1K |
|
2397
Webster Financial
WBS
$12.8B
| $1.71M | ﹤0.01% |
32,100
-503,622
| -94% | -$24.2M |
|
2398
Invesco Financial Preferred ETF
PGF
$668M
| $1.71M | ﹤0.01% |
90,720
+18,320
| +25% | +$344K |
|
2399
abrdn Physical Gold Shares ETF
SGOL
$7.47B
| $1.71M | ﹤0.01% |
117,000
+96,070
| +459% | +$1.37M |
|
2400
Kimbell Royalty Partners
KRP
$1.52B
| $1.71M | ﹤0.01% |
+100,594
| New | +$1.5M |
|
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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.