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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
NH
3051
DELISTED
NantHealth, Inc
NH
$288K ﹤0.01%
26,742
+7,555
+39% +$67.2K
CART
3052
DELISTED
Carolina Trust BancShares
CART
$288K ﹤0.01%
+27,500
New +$271K
EWN icon
3053
iShares MSCI Netherlands ETF
EWN
$735M
$285K ﹤0.01%
9,100
-3,811
-30% -$118K
NTGN
3054
DELISTED
Neon Therapeutics, Inc. Common Stock
NTGN
$284K ﹤0.01%
165,121
+140,521
+571% +$428K
OPTN
3055
DELISTED
OptiNose
OPTN
$283K ﹤0.01%
+2,693
New +$269K
ACA icon
3056
Arcosa
ACA
$7.12B
$281K ﹤0.01%
+8,200
New +$284K
ARMP icon
3057
Armata Pharmaceuticals
ARMP
$177M
$280K ﹤0.01%
75,654
+800
+1% +$3.15K
DXLG icon
3058
Destination XL Group
DXLG
$33.2M
$279K ﹤0.01%
165,062
+38,779
+31% +$65.5K
INO icon
3059
Inovio Pharmaceuticals
INO
$93M
$277K ﹤0.01%
11,242
-6,648
-37% -$202K
CZWI icon
3060
Citizens Community Bancorp
CZWI
$204M
$275K ﹤0.01%
24,800
+11,200
+82% +$123K
SSFN
3061
DELISTED
Stewardship Financial Corp
SSFN
$273K ﹤0.01%
+17,500
New +$272K
APEN
3062
DELISTED
Apollo Endosurgery, Inc.
APEN
$270K ﹤0.01%
82,100
+7,400
+10% +$23.4K
ENFY
3063
DELISTED
Enlightify Inc
ENFY
$269K ﹤0.01%
57,177
+5,197
+10% +$24.2K
ZEAL
3064
DELISTED
Zealand Pharma A/S American Depositary Shares
ZEAL
$269K ﹤0.01%
+10,600
New +$240K
EBND icon
3065
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.28B
$268K ﹤0.01%
+9,859
New +$271K
SNOA icon
3066
Sonoma Pharmaceuticals
SNOA
$6.41M
$268K ﹤0.01%
2,324
+369
+19% +$47.6K
MHO icon
3067
M/I Homes
MHO
$3.9B
$267K ﹤0.01%
+7,100
New +$244K
USLV
3068
DELISTED
VelocitySharesTM 3x Long Silver ETN linked to the S&P GSCI Silver Index ER
USLV
$267K ﹤0.01%
+3,200
New +$282K
KZR
3069
DELISTED
Kezar Life Sciences
KZR
$265K ﹤0.01%
+8,070
New +$390K
SLV icon
3070
iShares Silver Trust
SLV
$31.3B
$265K ﹤0.01%
16,666
-167,934
-91% -$2.67M
CORP icon
3071
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.58B
$263K ﹤0.01%
2,400
-4,200
-64% -$456K
ARTX
3072
DELISTED
Arotech Corporation
ARTX
$262K ﹤0.01%
89,106
-9,500
-10% -$21K
MGI
3073
DELISTED
MoneyGram International, Inc. New
MGI
$261K ﹤0.01%
65,700
-357,328
-84% -$1.25M
MICR
3074
DELISTED
Micron Solutions, Inc.
MICR
$261K ﹤0.01%
119,200
+1,300
+1% +$3.1K
CURO
3075
DELISTED
CURO Group Holdings Corp.
CURO
$260K ﹤0.01%
+19,600
New +$250K
121 122
123
124 125

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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.