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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
WYY icon
2976
WidePoint Corp
WYY
$114M
$365K ﹤0.01%
116,159
+2,302
+2% +$8.72K
AFH
2977
DELISTED
Atlas Financial Holdings, Inc. Ordinary Shares
AFH
$365K ﹤0.01%
961,306
+4,777
+0.5% +$2.23K
BIV icon
2978
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$363K ﹤0.01%
+4,126
New +$360K
YIN
2979
DELISTED
Yintech Investment Holdings Limited American Depositary Shares
YIN
$362K ﹤0.01%
71,935
+15,702
+28% +$76.8K
BNSO
2980
DELISTED
Bonso Electronic International
BNSO
$360K ﹤0.01%
138,300
+2,100
+2% +$5.17K
GNMX
2981
DELISTED
Aevi Genomic Medicine Inc
GNMX
$359K ﹤0.01%
2,391,788
+436,397
+22% +$78.8K
CYAN
2982
DELISTED
Cyanotech Corp
CYAN
$358K ﹤0.01%
138,100
+4,000
+3% +$10.2K
UCTT
2983
Ultra Clean Holdings
UCTT
$4.1B
$356K ﹤0.01%
24,300
-185,200
-88% -$2.57M
SALM
2984
DELISTED
Salem Media Group, Inc. Class A Common Stock
SALM
$355K ﹤0.01%
231,898
+39,300
+20% +$73.6K
CLRB icon
2985
Cellectar Biosciences
CLRB
$20.8M
$354K ﹤0.01%
590
+180
+44% +$117K
NUVA
2986
DELISTED
NuVasive, Inc.
NUVA
$354K ﹤0.01%
5,588
-23,000
-80% -$1.44M
PRTA icon
2987
Prothena Corp
PRTA
$475M
$353K ﹤0.01%
+45,000
New +$400K
SYBX
2988
DELISTED
Synlogic
SYBX
$352K ﹤0.01%
10,245
+8,165
+393% +$591K
NBIX icon
2989
Neurocrine Biosciences
NBIX
$15.9B
$351K ﹤0.01%
3,900
-11,341
-74% -$1.06M
CMCT
2990
Creative Media & Community Trust
CMCT
$13.7M
$350K ﹤0.01%
+1
New +$1.16M
PLXP
2991
DELISTED
PLx Pharma Inc. Common Stock
PLXP
$350K ﹤0.01%
68,711
+4,000
+6% +$23.3K
QTS
2992
DELISTED
QTS REALTY TRUST, INC.
QTS
$350K ﹤0.01%
+6,800
New +$323K
URTH icon
2993
iShares MSCI World ETF
URTH
$8.4B
$349K ﹤0.01%
3,800
-500
-12% -$45.5K
VONV icon
2994
Vanguard Russell 1000 Value ETF
VONV
$22B
$349K ﹤0.01%
6,200
– –
VXF icon
2995
Vanguard Extended Market ETF
VXF
$32.3B
$349K ﹤0.01%
+3,000
New +$353K
VXRT
2996
DELISTED
Vaxart
VXRT
$347K ﹤0.01%
965,953
+226,300
+31% +$148K
IHC
2997
DELISTED
Independence Holding Company
IHC
$347K ﹤0.01%
+9,002
New +$341K
CETX icon
2998
Cemtrex
CETX
$5.2M
– –
0
– –
EDV icon
2999
Vanguard World Funds Extended Duration ETF
EDV
$3.49B
$339K ﹤0.01%
2,400
-14,600
-86% -$1.99M
QLD icon
3000
ProShares Ultra QQQ
QLD
$14.4B
$339K ﹤0.01%
28,000
-48,000
-63% -$588K
118 119
120
121 122

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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.