We are live on ! Find out more
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
ENLV icon
2776
Enlivex Ltd
ENLV
$28.4M
$635K ﹤0.01%
1,586
+260
+20% +$104K
SCHZ icon
2777
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$635K ﹤0.01%
23,600
+13,600
+136% +$364K
PESI icon
2778
Perma-Fix Environmental Services
PESI
$412M
$634K ﹤0.01%
139,743
-849
-0.6% -$3.31K
PPLT
2779
abrdn Physical Platinum Shares ETF
PPLT
$2B
$634K ﹤0.01%
76,000
+13,000
+21% +$108K
ETN icon
2780
Eaton
ETN
$176B
$633K ﹤0.01%
7,611
-279,300
-97% -$22.6M
EVOP
2781
DELISTED
EVO Payments, Inc. Class A Common Stock
EVOP
$633K ﹤0.01%
+22,500
New +$660K
ADMS
2782
DELISTED
Adamas Pharmaceuticals
ADMS
$632K ﹤0.01%
+123,635
New +$763K
NRP icon
2783
Natural Resource Partners
NRP
$1.36B
$627K ﹤0.01%
24,738
-10,925
-31% -$320K
SPYV icon
2784
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
$626K ﹤0.01%
19,600
-8,900
-31% -$280K
ATNX
2785
DELISTED
Athenex, Inc. Common Stock
ATNX
$624K ﹤0.01%
+2,565
New +$839K
ALIM
2786
DELISTED
Alimera Sciences
ALIM
$620K ﹤0.01%
72,947
-2,280
-3% -$20.7K
MTEM
2787
DELISTED
Molecular Templates, Inc.
MTEM
$619K ﹤0.01%
6,260
+833
+15% +$77.7K
LUB
2788
DELISTED
Luby's Inc.
LUB
$619K ﹤0.01%
325,484
+29,600
+10% +$40.8K
USIG icon
2789
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
$618K ﹤0.01%
+10,600
New +$612K
ALR
2790
DELISTED
AlerisLife Inc
ALR
$618K ﹤0.01%
131,384
+2,860
+2% +$14.7K
AIOS
2791
AIOS Tech
AIOS
$40.4M
$617K ﹤0.01%
685
+521
+318% +$293K
EPP icon
2792
iShares MSCI Pacific ex Japan ETF
EPP
$2.24B
$613K ﹤0.01%
+13,700
New +$625K
NOVN
2793
DELISTED
Novan, Inc. Common Stock
NOVN
$612K ﹤0.01%
23,705
+3,510
+17% +$91.5K
TGTX icon
2794
TG Therapeutics
TGTX
$7.34B
$611K ﹤0.01%
108,794
-51,706
-32% -$360K
SAUC
2795
DELISTED
Diversified Restaurant Holdings, Inc. Common stock
SAUC
$611K ﹤0.01%
1,034,821
+84,800
+9% +$54K
KWY
2796
Kingsway Corp
KWY
$283M
$610K ﹤0.01%
276,129
+8,291
+3% +$22.2K
AUTL
2797
Autolus Therapeutics
AUTL
$591M
$609K ﹤0.01%
49,000
-41,096
-46% -$543K
BDSI
2798
DELISTED
BioDelivery Sciences International, Inc.
BDSI
$609K ﹤0.01%
144,700
-87,800
-38% -$375K
VSI
2799
DELISTED
Vitamin Shoppe Inc.
VSI
$608K ﹤0.01%
93,300
-206,000
-69% -$1.16M
EMLC icon
2800
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.79B
$606K ﹤0.01%
18,350
-91,200
-83% -$3.09M
110 111
112
113 114

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.