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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
ELSE
2951
DELISTED
Electro-Sensors
ELSE
$388K ﹤0.01%
100,800
+6,200
+7% +$22.5K
SISI
2952
DELISTED
Shineco
SISI
$387K ﹤0.01%
7
– –
CTEK
2953
DELISTED
CynergisTek, Inc.
CTEK
$386K ﹤0.01%
125,224
+17,241
+16% +$65.7K
NINE
2954
DELISTED
Nine Energy Service
NINE
$385K ﹤0.01%
+62,400
New +$611K
GTN.A icon
2955
Gray Media Inc
GTN.A
$612M
$383K ﹤0.01%
23,000
+500
+2% +$8.18K
TMQ
2956
Trilogy Metals
TMQ
$650M
$383K ﹤0.01%
230,528
+57,128
+33% +$115K
AGFS
2957
DELISTED
AgroFresh Solutions Inc
AGFS
$383K ﹤0.01%
145,503
+93,118
+178% +$162K
CIZN
2958
DELISTED
Citizens Holding Co.
CIZN
$383K ﹤0.01%
18,800
+3,100
+20% +$63.3K
VIS icon
2959
Vanguard Industrials ETF
VIS
$8.5B
$380K ﹤0.01%
2,600
-200
-7% -$28.9K
LGLV icon
2960
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.23B
$379K ﹤0.01%
3,400
-9,100
-73% -$1M
VNRX icon
2961
VolitionRx Ltd
VNRX
$7.6M
$378K ﹤0.01%
3,360
+2,515
+298% +$200K
ONEQ icon
2962
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.9B
$377K ﹤0.01%
12,000
-23,000
-66% -$730K
CVRS
2963
DELISTED
CORINDUS VASCULAR ROBOTICS, INC
CVRS
$376K ﹤0.01%
87,900
-68,000
-44% -$247K
OPRA
2964
Opera Ltd
OPRA
$1.78B
$375K ﹤0.01%
+37,300
New +$423K
VBR icon
2965
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.2B
$374K ﹤0.01%
2,900
-9,201
-76% -$1.18M
HARP
2966
DELISTED
Harpoon Therapeutics, Inc. Common Stock
HARP
$374K ﹤0.01%
+2,740
New +$385K
XMMO icon
2967
Invesco S&P MidCap Momentum ETF
XMMO
$7.61B
$373K ﹤0.01%
6,400
-10,200
-61% -$600K
GOLD
2968
Gold.com Inc
GOLD
$1.3B
$371K ﹤0.01%
61,600
+6,800
+12% +$44.5K
VALU icon
2969
Value Line
VALU
$360M
$371K ﹤0.01%
16,300
-100
-0.6% -$2.54K
MCS icon
2970
Marcus Corp
MCS
$914M
$370K ﹤0.01%
10,000
-122,694
-92% -$4.23M
PRPH
2971
DELISTED
ProPhase Labs
PRPH
$370K ﹤0.01%
19,160
+370
+2% +$7.35K
IVE icon
2972
iShares S&P 500 Value ETF
IVE
$50.3B
$369K ﹤0.01%
3,100
+200
+7% +$23.5K
VB icon
2973
Vanguard Morningstar Small-Cap ETF
VB
$83.4B
$369K ﹤0.01%
+2,400
New +$372K
ESBK
2974
DELISTED
Elmira Savings Bank Elmira NY
ESBK
$367K ﹤0.01%
26,085
+6,400
+33% +$94.5K
TOO
2975
DELISTED
Teekay Offshore Partners L.P.
TOO
$367K ﹤0.01%
316,213
-171,105
-35% -$204K
117 118
119
120 121

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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.