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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 18.91%
2 Technology 12.35%
3 Consumer Discretionary 10.31%
4 Financials 9.99%
5 Consumer Staples 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PEGA icon
2851
Pegasystems
PEGA
$5.15B
$532K ﹤0.01%
15,648
-284,600
-95% -$10.3M
NRCG
2852
DELISTED
NRC Group Holdings Corp.
NRCG
$532K ﹤0.01%
42,800
+18,200
+74% +$217K
INWK
2853
DELISTED
InnerWorkings, Inc.
INWK
$526K ﹤0.01%
118,700
+77,000
+185% +$307K
VIOT
2854
Viomi Technology
VIOT
$48M
$525K ﹤0.01%
+64,364
New +$559K
ADXS
2855
DELISTED
Advaxis Inc
ADXS
$525K ﹤0.01%
1,979,786
+1,478,786
+295% +$1.01M
XSLV icon
2856
Invesco S&P SmallCap Low Volatility ETF
XSLV
$250M
$523K ﹤0.01%
10,700
+1,300
+14% +$62.7K
MOG.B icon
2857
Moog Inc Class B
MOG.B
$13B
$520K ﹤0.01%
6,000
– –
VOE icon
2858
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.5B
$520K ﹤0.01%
4,600
-2,400
-34% -$267K
DGLD
2859
DELISTED
VelocitySharesTM 3x Inverse Gold ETN linked to the S&P GSCI Gold Index ER
DGLD
$520K ﹤0.01%
16,801
+6,901
+70% +$216K
RWO icon
2860
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.29B
$519K ﹤0.01%
+10,000
New +$508K
EWY icon
2861
iShares MSCI South Korea ETF
EWY
$27.6B
$518K ﹤0.01%
9,200
-5,200
-36% -$288K
CUBI icon
2862
Customers Bancorp
CUBI
$2.8B
$515K ﹤0.01%
24,820
-116,600
-82% -$2.31M
FSTX
2863
DELISTED
F-star Therapeutics, Inc. Common Stock
FSTX
$515K ﹤0.01%
37,450
+4,650
+14% +$76.6K
LBRT icon
2864
Liberty Energy
LBRT
$3.52B
$512K ﹤0.01%
+47,300
New +$580K
COOP
2865
DELISTED
Mr. Cooper
COOP
$508K ﹤0.01%
47,799
-180,200
-79% -$1.62M
IEP icon
2866
Icahn Enterprises
IEP
$5.33B
$505K ﹤0.01%
7,860
-14,940
-66% -$1.06M
SCYX icon
2867
SCYNEXIS
SCYX
$47.9M
$504K ﹤0.01%
5,921
-20
-0.3% -$1.83K
RVLP
2868
DELISTED
RVL Pharmaceuticals plc Ordinary Shares
RVLP
$502K ﹤0.01%
130,812
+94,400
+259% +$320K
ALNA
2869
DELISTED
Allena Pharmaceuticals
ALNA
$498K ﹤0.01%
126,400
+50,200
+66% +$215K
ZKIN icon
2870
ZK International Group
ZKIN
$62.4M
$496K ﹤0.01%
57,582
+7,042
+14% +$68.9K
MESO
2871
Mesoblast
MESO
$2.18B
$495K ﹤0.01%
35,740
-10,196
-22% -$112K
MREO
2872
Mereo BioPharma
MREO
$49.1M
$495K ﹤0.01%
166,123
-29,800
-15% -$90.1K
ESQ icon
2873
Esquire Financial Holdings
ESQ
$1.61B
$494K ﹤0.01%
19,900
+7,600
+62% +$182K
SBBP
2874
DELISTED
Strongbridge Biopharma plc.
SBBP
$494K ﹤0.01%
206,800
+40,500
+24% +$109K
ASTE icon
2875
Astec Industries
ASTE
$994M
$493K ﹤0.01%
15,845
-6,692
-30% -$204K
113 114
115
116 117

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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.