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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
SNFCA icon
2676
Security National Financial
SNFCA
$244M
$812K ﹤0.01%
239,088
+9,151
+4% +$31.9K
XOP icon
2677
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.73B
$805K ﹤0.01%
+9,000
New +$847K
RGCO icon
2678
RGC Resources
RGCO
$225M
$804K ﹤0.01%
27,500
+1,722
+7% +$49.1K
SILC icon
2679
Silicom
SILC
$277M
$803K ﹤0.01%
+25,424
New +$795K
CWB icon
2680
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.76B
$802K ﹤0.01%
+15,300
New +$811K
CYTK icon
2681
Cytokinetics
CYTK
$10.1B
$800K ﹤0.01%
70,300
-298,000
-81% -$3.74M
MRIN
2682
DELISTED
Marin Software
MRIN
$800K ﹤0.01%
52,106
+993
+2% +$14.3K
LWAY icon
2683
Lifeway Foods
LWAY
$374M
$798K ﹤0.01%
364,398
+26,900
+8% +$79K
ENBL
2684
DELISTED
ENABLE MIDSTREAM PARTNERS, LP
ENBL
$797K ﹤0.01%
66,210
-7,682
-10% -$100K
KBR icon
2685
KBR
KBR
$4.81B
$790K ﹤0.01%
32,200
+7,400
+30% +$188K
PAG icon
2686
Penske Automotive Group
PAG
$14.4B
$790K ﹤0.01%
+16,700
New +$755K
FXO icon
2687
First Trust Financials AlphaDEX Fund
FXO
$1.14B
$789K ﹤0.01%
24,800
+11,300
+84% +$357K
IUSV icon
2688
iShares Core S&P US Value ETF
IUSV
$28B
$786K ﹤0.01%
13,600
-4,000
-23% -$228K
UGAZ
2689
DELISTED
VelocityShares 3x Long Natural Gas ETN linked to the S&P GSCI Natural Gas Index ER due February 9, 2
UGAZ
$785K ﹤0.01%
+5,380
New +$862K
VFH icon
2690
Vanguard Financials ETF
VFH
$14B
$784K ﹤0.01%
11,200
+100
+0.9% +$6.91K
FGBI icon
2691
First Guaranty Bancshares
FGBI
$138M
$783K ﹤0.01%
42,774
+8,228
+24% +$141K
MOR
2692
DELISTED
MorphoSys AG American Depositary Shares
MOR
$783K ﹤0.01%
+28,500
New +$817K
COF icon
2693
Capital One
COF
$139B
$782K ﹤0.01%
+8,600
New +$773K
LCUT icon
2694
Lifetime Brands
LCUT
$227M
$781K ﹤0.01%
88,200
+6,000
+7% +$51.9K
SRL icon
2695
Scully Royalty
SRL
$91.4M
$778K ﹤0.01%
66,770
-1,600
-2% -$20.8K
HHS icon
2696
Harte-Hanks
HHS
$32.8M
$777K ﹤0.01%
254,641
+5,000
+2% +$15.7K
RDVT icon
2697
Red Violet
RDVT
$1.14B
$774K ﹤0.01%
61,392
-4,722
-7% -$62.9K
NUGT icon
2698
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$1.22B
$769K ﹤0.01%
5,520
-880
-14% -$150K
SCHV
2699
Schwab US Large-Cap Value ETF
SCHV
$16.4B
$766K ﹤0.01%
40,500
+24,600
+155% +$460K
PALL icon
2700
abrdn Physical Palladium Shares ETF
PALL
$651M
$764K ﹤0.01%
+24,000
New +$695K
106 107
108
109 110

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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.