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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
PHAS
3101
DELISTED
PhaseBio Pharmaceuticals, Inc. Common Stock
PHAS
$234K ﹤0.01%
+56,200
New +$448K
AKTX
3102
Akari Therapeutics
AKTX
$12.3M
$232K ﹤0.01%
170
+1
+0.6% +$1.53K
MTL.PR
3103
DELISTED
Mechel PAO American Depositary Shares (each representing one-half of a Preferred Share)
MTL.PR
$232K ﹤0.01%
318,400
+10,000
+3% +$8.49K
FEX icon
3104
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.63B
$231K ﹤0.01%
3,800
-200
-5% -$12.2K
PSI icon
3105
Invesco Semiconductors ETF
PSI
$2.59B
$231K ﹤0.01%
+12,000
New +$228K
RYTM icon
3106
Rhythm Pharmaceuticals
RYTM
$7.99B
$231K ﹤0.01%
+10,700
New +$230K
SND icon
3107
Smart Sand
SND
$213M
$230K ﹤0.01%
+81,200
New +$203K
XTNT icon
3108
Xtant Medical Holdings
XTNT
$43.8M
$229K ﹤0.01%
80,761
+6,100
+8% +$16.9K
OPNT
3109
DELISTED
Opiant Pharmaceuticals, Inc. Common Stock
OPNT
$229K ﹤0.01%
+15,209
New +$212K
TOVX icon
3110
Theriva Biologics
TOVX
$10.6M
$228K ﹤0.01%
2,006
+260
+15% +$31.4K
RNTX
3111
Rein Therapeutics
RNTX
$67.4M
$228K ﹤0.01%
17,012
+7,185
+73% +$99.4K
SONO icon
3112
Sonos
SONO
$1.96B
$227K ﹤0.01%
+16,900
New +$211K
IJR icon
3113
iShares Core S&P Small-Cap ETF
IJR
$113B
$226K ﹤0.01%
2,900
-30,300
-91% -$2.35M
NWHM
3114
DELISTED
THE NEW HOME COMPANY INC.
NWHM
$226K ﹤0.01%
+51,900
New +$213K
VISL
3115
DELISTED
Vislink Technologies, Inc. Common Stock
VISL
$226K ﹤0.01%
3,563
+3,396
+2,034% +$432K
AGEN
3116
Agenus
AGEN
$315M
$225K ﹤0.01%
+4,445
New +$238K
IRD
3117
Opus Genetics
IRD
$309M
$224K ﹤0.01%
27,276
+5,721
+27% +$79.6K
FORK
3118
DELISTED
Fuling Global Inc
FORK
$224K ﹤0.01%
82,495
+63,595
+336% +$143K
KALV
3119
DELISTED
KalVista Pharmaceuticals
KALV
$221K ﹤0.01%
+19,028
New +$307K
CBUS icon
3120
Cibus
CBUS
$145M
$220K ﹤0.01%
+779
New +$310K
DRYS
3121
DELISTED
DryShips Inc. Common Stock
DRYS
$220K ﹤0.01%
+42,010
New +$190K
EMLP icon
3122
First Trust North American Energy Infrastructure Fund
EMLP
$4.16B
$218K ﹤0.01%
8,500
-3,700
-30% -$93.5K
MARK
3123
DELISTED
Remark Holdings, Inc.
MARK
$218K ﹤0.01%
+20,881
New +$189K
LOOP icon
3124
Loop Industries
LOOP
$30.6M
$217K ﹤0.01%
+16,900
New +$230K
THG icon
3125
Hanover Insurance
THG
$7.77B
$217K ﹤0.01%
1,600
-147,300
-99% -$19.3M
123 124
125
126 127

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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.