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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
+1.11%
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
$118B
AUM Growth
+$4.56B
Cap. Flow
+$5.29B
Cap. Flow %
4.48%
Top 10 Hldgs %
10.69%
Holding
3,920
New
406
Increased
1,848
Reduced
1,112
Closed
522

Top Buys

Rank Stock Value
1
CELG
Celgene Corp
CELG
+$628M
2
BMY icon
Bristol-Myers Squibb
BMY
+$567M
3
BIIB icon
Biogen
BIIB
+$405M
4
UNH icon
UnitedHealth
UNH
+$392M
5
WMT icon
Walmart Inc
WMT
+$301M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$451M
2
PEP icon
PepsiCo
PEP
+$382M
3
PM icon
Philip Morris
PM
+$256M
4
ROKU icon
Roku
ROKU
+$252M
5
RHT
Red Hat Inc
RHT
+$248M

Sector Composition

Rank Sector Weight
1 Healthcare 19.34%
2 Technology 12.68%
3 Consumer Discretionary 10.4%
4 Financials 10.32%
5 Consumer Staples 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TATT icon
2601
TAT Technologies
TATT
$546M
$983K ﹤0.01%
203,200
+1,900
+0.9% +$10K
STXB
2602
DELISTED
Spirit of Texas Bancshares, Inc. Common Stock
STXB
$983K ﹤0.01%
+45,600
New +$981K
ICBK
2603
DELISTED
County Bancorp, Inc. Common Stock
ICBK
$983K ﹤0.01%
50,113
+2,813
+6% +$50.8K
LEVL
2604
DELISTED
Level One Bancorp, Inc. Common Stock
LEVL
$981K ﹤0.01%
+40,661
New +$972K
BTE icon
2605
Baytex Energy
BTE
$3.06B
$977K ﹤0.01%
+660,297
New +$946K
PCYO icon
2606
Pure Cycle
PCYO
$273M
$977K ﹤0.01%
94,992
+27,364
+40% +$292K
ACGN
2607
DELISTED
Aceragen Inc
ACGN
$977K ﹤0.01%
19,904
+2,556
+15% +$112K
SSI
2608
DELISTED
Stage Stores Inc
SSI
$975K ﹤0.01%
518,783
+65,812
+15% +$56.7K
VGIT icon
2609
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.5B
$973K ﹤0.01%
14,600
-31,700
-68% -$2.1M
IEA
2610
DELISTED
Infrastructure and Energy Alternatives, Inc. Common Stock
IEA
$973K ﹤0.01%
208,733
-30,190
-13% -$103K
UNTY icon
2611
Unity Bancorp
UNTY
$628M
$972K ﹤0.01%
43,900
-6,809
-13% -$141K
TISI icon
2612
Team
TISI
$101M
$971K ﹤0.01%
5,380
+488
+10% +$80.6K
LEMB icon
2613
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$724M
$968K ﹤0.01%
21,900
-1,550
-7% -$70.3K
MRTN icon
2614
Marten Transport
MRTN
$1.25B
$966K ﹤0.01%
69,750
-9,300
-12% -$122K
AATC
2615
DELISTED
Autoscope Technologies Corporation Common Stock
AATC
$964K ﹤0.01%
206,550
+6,200
+3% +$30.4K
PCEF icon
2616
Invesco CEF Income Composite ETF
PCEF
$822M
$963K ﹤0.01%
42,600
+8,900
+26% +$201K
TRT
2617
Trio-Tech International
TRT
$117M
$963K ﹤0.01%
534,360
-1,600
-0.3% -$2.61K
HNI icon
2618
HNI Corp
HNI
$3.56B
$962K ﹤0.01%
+27,100
New +$899K
MTL
2619
DELISTED
Mechel PAO American Depository Shares, each representing two ordinary shares (ADSs)
MTL
$962K ﹤0.01%
514,416
+100,672
+24% +$193K
RMD icon
2620
ResMed
RMD
$32.9B
$959K ﹤0.01%
7,100
-22,269
-76% -$2.92M
CDMO
2621
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
$959K ﹤0.01%
181,006
+4,000
+2% +$24.8K
ENLC
2622
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
$954K ﹤0.01%
+112,209
New +$988K
CATC
2623
DELISTED
CAMBRIDGE BANCORP
CATC
$953K ﹤0.01%
12,700
+3,800
+43% +$293K
CTSH icon
2624
Cognizant
CTSH
$26.5B
$952K ﹤0.01%
+15,800
New +$999K
HUSN
2625
DELISTED
Hudson Capital Inc. Ordinary Shares
HUSN
$948K ﹤0.01%
298,955
+16,170
+6% +$67.5K
103 104
105
106 107

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Jim Simons's Q3 2019 Portfolio in Review

As of Q3 2019, Jim Simons held 3,920 positions worth $118B, up 4% from $114B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons deployed $5.29B of net new capital in Q3 2019, opening 406 new positions and adding to 1,848 existing holdings. Its largest new stake was UnitedHealth: 1,624,826 shares worth $353M.

By sector, the portfolio is most concentrated in Healthcare at 19% of assets, up from 18% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Apple, an estimated $451M trimmed.

  • Jim Simons's largest Q3 2019 buy was UnitedHealth: 1,624,826 shares worth $353M.
  • Jim Simons added most to Celgene Corp in Q3 2019, an estimated $628M increase.
  • Jim Simons's biggest Q3 2019 reduction was Apple, cutting an estimated $451M.
  • Jim Simons fully exited Red Hat Inc in Q3 2019, selling an estimated $248M.
  • Jim Simons's ten largest holdings make up 11% of its $118B portfolio in Q3 2019.
  • Jim Simons opened 406 new positions and closed 522 in Q3 2019.
  • Jim Simons's portfolio value rose 4% quarter-over-quarter to $118B.

Based on Renaissance Technologies's 13F filing for Q3 2019, filed 13 Nov 2019.