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 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
ABUS icon
3076
Arbutus Biopharma
ABUS
$906M
$257K ﹤0.01%
168,312
-9,888
-6% -$17K
RRD
3077
DELISTED
RR Donnelley & Sons Co.
RRD
$257K ﹤0.01%
68,093
+37,893
+125% +$90.1K
AGZ icon
3078
iShares Agency Bond ETF
AGZ
$566M
$256K ﹤0.01%
2,200
-3,100
-58% -$359K
FBRX icon
3079
Forte Biosciences
FBRX
$1.57B
$256K ﹤0.01%
1,030
+952
+1,221% +$1.44M
SNGX icon
3080
Soligenix
SNGX
$8.29M
$256K ﹤0.01%
1,125
+167
+17% +$41.2K
BLFS icon
3081
BioLife Solutions
BLFS
$1.72B
$254K ﹤0.01%
15,300
-105,300
-87% -$1.98M
QTEC icon
3082
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.92B
$254K ﹤0.01%
+2,900
New +$254K
FHI icon
3083
Federated Hermes
FHI
$4.74B
$253K ﹤0.01%
+7,800
New +$256K
MNTX
3084
DELISTED
Manitex International, Inc.
MNTX
$253K ﹤0.01%
38,040
-45,000
-54% -$270K
AOR icon
3085
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.75B
$252K ﹤0.01%
5,467
-4,700
-46% -$215K
FBIO icon
3086
Fortress Biotech
FBIO
$99M
$249K ﹤0.01%
11,775
+10,673
+969% +$251K
KRNT icon
3087
Kornit Digital
KRNT
$827M
$249K ﹤0.01%
+8,100
New +$241K
MDY icon
3088
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$247K ﹤0.01%
700
-1,200
-63% -$420K
BLU
3089
DELISTED
BELLUS Health Inc.
BLU
$247K ﹤0.01%
+38,438
New +$271K
LOB icon
3090
Live Oak Bancshares
LOB
$2.01B
$243K ﹤0.01%
+13,400
New +$241K
TUR icon
3091
iShares MSCI Turkey ETF
TUR
$220M
$243K ﹤0.01%
+9,100
New +$230K
TAYD icon
3092
Taylor Devices
TAYD
$170M
$242K ﹤0.01%
23,600
+1,900
+9% +$20.8K
NVIV
3093
DELISTED
InVivo Therapeutics Holdings Corp
NVIV
$241K ﹤0.01%
642
+59
+10% +$27.7K
TSRI
3094
DELISTED
TSR Inc. New
TSRI
$240K ﹤0.01%
75,150
+400
+0.5% +$1.7K
DLN icon
3095
WisdomTree US LargeCap Dividend Fund
DLN
$6.45B
$238K ﹤0.01%
4,800
-2,000
-29% -$97.5K
ELDN icon
3096
Eledon Pharmaceuticals
ELDN
$286M
$237K ﹤0.01%
21,235
-1,513
-7% -$21.8K
MATX icon
3097
Matsons
MATX
$6.39B
$236K ﹤0.01%
+6,300
New +$239K
YTEN
3098
DELISTED
Yield10 Bioscience, Inc. Common Stock
YTEN
$236K ﹤0.01%
489
-9
-2% -$7.14K
SLNO
3099
DELISTED
Soleno Therapeutics
SLNO
$235K ﹤0.01%
10,425
+898
+9% +$28.6K
PLBC icon
3100
Plumas Bancorp
PLBC
$442M
$234K ﹤0.01%
11,600
+200
+2% +$4.6K
122 123
124
125 126

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.