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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
SPTL icon
2626
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.7B
$944K ﹤0.01%
23,000
-36,000
-61% -$1.44M
GFED
2627
DELISTED
Guaranty Federal Bancshares In
GFED
$940K ﹤0.01%
38,701
+7,301
+23% +$173K
VWTR
2628
DELISTED
Vidler Water Resouces, Inc. Common Stock
VWTR
$937K ﹤0.01%
92,900
+71,800
+340% +$738K
MPB icon
2629
Mid Penn Bancorp
MPB
$976M
$936K ﹤0.01%
36,506
+3,909
+12% +$97.8K
VSA
2630
VisionSys AI
VSA
$9.5M
$935K ﹤0.01%
378
+115
+44% +$395K
GEN icon
2631
Gen Digital
GEN
$17.2B
$933K ﹤0.01%
39,500
-168,200
-81% -$3.92M
HBMD
2632
DELISTED
Howard Bancorp, Inc. Common Stock
HBMD
$928K ﹤0.01%
55,600
+600
+1% +$9.05K
SEEL
2633
DELISTED
Seelos Therapeutics, Inc. Common Stock
SEEL
$927K ﹤0.01%
263
+21
+9% +$127K
FSI icon
2634
Flexible Solutions
FSI
$64.1M
$926K ﹤0.01%
392,501
+52,577
+15% +$162K
CGRN
2635
DELISTED
Capstone Green Energy Corporation Common Stock
CGRN
$924K ﹤0.01%
181,094
+28,068
+18% +$184K
STRR
2636
Star Equity Holdings
STRR
$39.4M
$923K ﹤0.01%
75,442
+1,823
+2% +$21.6K
OPOF
2637
DELISTED
Old Point Financial
OPOF
$920K ﹤0.01%
38,635
+600
+2% +$13.8K
ERII icon
2638
Energy Recovery
ERII
$407M
$919K ﹤0.01%
+99,200
New +$1M
MDWD icon
2639
MediWound
MDWD
$174M
$918K ﹤0.01%
40,986
+143
+0.4% +$3.18K
CNVS icon
2640
Cineverse
CNVS
$69.9M
$917K ﹤0.01%
51,526
+450
+0.9% +$9.89K
PLX icon
2641
Protalix BioTherapeutics
PLX
$183M
$913K ﹤0.01%
445,047
+12,394
+3% +$37K
SAFE
2642
DELISTED
Safehold Inc.
SAFE
$912K ﹤0.01%
29,914
-70,095
-70% -$2.13M
SPTS icon
2643
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.12B
$911K ﹤0.01%
30,333
-93,872
-76% -$2.82M
VCLT icon
2644
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.75B
$910K ﹤0.01%
+9,000
New +$895K
LONE
2645
DELISTED
Lonestar Resources US Inc. Class A Common Stock
LONE
$909K ﹤0.01%
334,216
-120,055
-26% -$314K
CRON
2646
Cronos Group
CRON
$1.13B
$904K ﹤0.01%
+100,000
New +$1.28M
FLNT
2647
Fluent
FLNT
$133M
$900K ﹤0.01%
54,834
-16,017
-23% -$383K
OIH icon
2648
VanEck Oil Services ETF
OIH
$2B
$881K ﹤0.01%
3,750
+1,505
+67% +$390K
FMS icon
2649
Fresenius Medical Care
FMS
$12.7B
$880K ﹤0.01%
26,200
-26,400
-50% -$936K
MSN icon
2650
Emerson Radio
MSN
$8M
$876K ﹤0.01%
886,650
+4,500
+0.5% +$4.66K
104 105
106
107 108

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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.