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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
TBRG
2751
DELISTED
TruBridge
TBRG
$671K ﹤0.01%
29,676
-12,300
-29% -$298K
AEY
2752
DELISTED
ADDvantage Technologies Group
AEY
$671K ﹤0.01%
33,541
+4,944
+17% +$89.6K
NIU
2753
Niu Technologies
NIU
$162M
$670K ﹤0.01%
79,350
+33,450
+73% +$247K
SCHA icon
2754
Schwab U.S Small- Cap ETF
SCHA
$23.5B
$669K ﹤0.01%
38,400
+26,400
+220% +$466K
NVTR
2755
DELISTED
Nuvectra Corporation Common Stock
NVTR
$669K ﹤0.01%
492,214
-100,886
-17% -$198K
HBP
2756
DELISTED
Huttig Building Products, Inc.
HBP
$666K ﹤0.01%
317,106
-3,000
-0.9% -$7.02K
MDLY
2757
DELISTED
Medley Management Inc
MDLY
$666K ﹤0.01%
19,040
+3,040
+19% +$94K
CINF icon
2758
Cincinnati Financial
CINF
$26.5B
$665K ﹤0.01%
5,700
-192,800
-97% -$21.2M
TCP
2759
DELISTED
TC Pipelines LP
TCP
$664K ﹤0.01%
16,337
-103,263
-86% -$4.03M
UNB icon
2760
Union Bankshares
UNB
$120M
$663K ﹤0.01%
21,000
+1,400
+7% +$44.3K
AXIA.PR
2761
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
$659K ﹤0.01%
82,842
+20,205
+32% +$167K
EWA icon
2762
iShares MSCI Australia ETF
EWA
$1.45B
$659K ﹤0.01%
+29,600
New +$654K
ODT
2763
DELISTED
Odonate Therapeutics, Inc. Common Stock
ODT
$659K ﹤0.01%
25,326
-5,674
-18% -$190K
SCPH
2764
DELISTED
scPharmaceuticals
SCPH
$658K ﹤0.01%
112,131
+66,631
+146% +$376K
CEA
2765
DELISTED
China Eastern Airlines
CEA
$657K ﹤0.01%
27,200
-8,970
-25% -$235K
EVOL
2766
DELISTED
Evolving Systems, Inc.
EVOL
$657K ﹤0.01%
714,155
-17,800
-2% -$14.7K
RAIL icon
2767
FreightCar America
RAIL
$243M
$656K ﹤0.01%
135,284
+47,284
+54% +$236K
DVY icon
2768
iShares Select Dividend ETF
DVY
$24B
$652K ﹤0.01%
+6,400
New +$638K
NCI
2769
DELISTED
Navigant Consulting, Inc.
NCI
$652K ﹤0.01%
+23,323
New +$616K
VTV icon
2770
Vanguard Morningstar Value ETF
VTV
$194B
$647K ﹤0.01%
5,800
+3,200
+123% +$354K
IWS icon
2771
iShares Russell Mid-Cap Value ETF
IWS
$16.1B
$646K ﹤0.01%
7,200
-3,518
-33% -$312K
RESI
2772
DELISTED
Front Yard Residential Corporation Common Stock
RESI
$646K ﹤0.01%
+55,900
New +$647K
GPOR
2773
DELISTED
Gulfport Energy Corp.
GPOR
$641K ﹤0.01%
236,510
-235,690
-50% -$787K
PKW icon
2774
Invesco BuyBack Achievers ETF
PKW
$1.8B
$638K ﹤0.01%
10,200
-1,000
-9% -$62.3K
SYPR icon
2775
Sypris Solutions
SYPR
$46.8M
$636K ﹤0.01%
608,697
+6,500
+1% +$6.09K
109 110
111
112 113

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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.