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
GENE
3126
DELISTED
Genetic Technologies Ltd.
GENE
$214K ﹤0.01%
22,539
+1,599
+8% +$17.8K
SDEV
3127
Stablecoin Development Corp
SDEV
$50.6M
$212K ﹤0.01%
57
-10
-15% -$57.2K
LPTH icon
3128
Lightpath Technologies
LPTH
$824M
$210K ﹤0.01%
+250,415
New +$200K
KSPN
3129
DELISTED
Kaspien Holdings Inc. Common Stock
KSPN
$206K ﹤0.01%
69,298
+23,941
+53% +$114K
FM
3130
DELISTED
iShares Frontier and Select EM ETF
FM
$206K ﹤0.01%
7,319
-11,681
-61% -$340K
CUO
3131
DELISTED
Continental Materials Corporation
CUO
$206K ﹤0.01%
13,700
+800
+6% +$12.4K
COE
3132
51Talk Online Education Group
COE
$124M
$205K ﹤0.01%
6,750
+775
+13% +$18.9K
STNE icon
3133
StoneCo
STNE
$2.49B
$205K ﹤0.01%
5,900
-421,000
-99% -$14M
FRTA
3134
DELISTED
Forterra, Inc
FRTA
$205K ﹤0.01%
+28,300
New +$182K
SVBI
3135
DELISTED
Severn Bancorp Inc/MD
SVBI
$205K ﹤0.01%
25,600
-4,300
-14% -$35.3K
EWH icon
3136
iShares MSCI Hong Kong ETF
EWH
$1.21B
$204K ﹤0.01%
+9,000
New +$218K
GLRE icon
3137
Greenlight Captial
GLRE
$512M
$204K ﹤0.01%
+19,386
New +$183K
CBAY
3138
DELISTED
Cymabay Therapeutics
CBAY
$204K ﹤0.01%
+39,920
New +$242K
HESM icon
3139
Hess Midstream
HESM
$5.11B
$203K ﹤0.01%
10,547
-76,853
-88% -$1.5M
IXN icon
3140
iShares Global Tech ETF
IXN
$9.47B
$203K ﹤0.01%
6,600
-31,200
-83% -$948K
SCCO icon
3141
Southern Copper
SCCO
$158B
$203K ﹤0.01%
+6,502
New +$204K
SLGL icon
3142
Sol-Gel Technologies
SLGL
$275M
$203K ﹤0.01%
+2,263
New +$204K
PSDO
3143
DELISTED
Presidio, Inc. Common Stock
PSDO
$203K ﹤0.01%
11,987
-123,213
-91% -$1.84M
SBFG icon
3144
SB Financial Group
SBFG
$171M
$202K ﹤0.01%
12,705
-106
-0.8% -$1.65K
SMMT icon
3145
Summit Therapeutics
SMMT
$11.2B
$201K ﹤0.01%
112,106
+27,576
+33% +$37.3K
BFST icon
3146
Business First Bancshares
BFST
$1.05B
$200K ﹤0.01%
+8,204
New +$200K
FPI
3147
Farmland Partners
FPI
$425M
$200K ﹤0.01%
29,900
-62,000
-67% -$398K
TARA icon
3148
Protara Therapeutics
TARA
$233M
$200K ﹤0.01%
19,186
+1,613
+9% +$23.1K
VBK icon
3149
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.9B
$200K ﹤0.01%
+1,100
New +$205K
CMLS
3150
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
$200K ﹤0.01%
+13,788
New +$207K
124 125
126
127 128

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.