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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
APEX
3151
DELISTED
Apex Global Brands Inc. Common Stock
APEX
$199K ﹤0.01%
13,506
-340
-2% -$5.51K
SPLP
3152
DELISTED
STEEL PARTNERS HOLDINGS L.P.
SPLP
$198K ﹤0.01%
15,500
-12,500
-45% -$167K
NEW
3153
DELISTED
Puxin Limited American Depositary Shares, each representing twenty Ordinary Shares
NEW
$198K ﹤0.01%
+2,487
New +$173K
ROSE
3154
DELISTED
Rosehill Resources Inc. Class A
ROSE
$197K ﹤0.01%
101,151
+27,553
+37% +$62.9K
ATXS
3155
DELISTED
Astria Therapeutics
ATXS
$196K ﹤0.01%
6,034
-5,269
-47% -$208K
MNDO icon
3156
Mind CTI
MNDO
$20.6M
$196K ﹤0.01%
82,817
+7,063
+9% +$15.9K
RPAY icon
3157
Repay Holdings
RPAY
$317M
$195K ﹤0.01%
+14,638
New +$178K
REGI
3158
DELISTED
Renewable Energy Group, Inc.
REGI
$194K ﹤0.01%
12,900
-40,175
-76% -$554K
ERNA icon
3159
Eterna Therapeutics
ERNA
$5.02M
$193K ﹤0.01%
4
– –
IDN icon
3160
Intellicheck
IDN
$75.9M
$192K ﹤0.01%
38,504
+8,200
+27% +$41K
OBCI
3161
DELISTED
Ocean Bio-Chem Inc
OBCI
$192K ﹤0.01%
58,600
+6,000
+11% +$20.6K
ASM
3162
Avino Silver & Gold Mines
ASM
$1.21B
$191K ﹤0.01%
326,307
+282,079
+638% +$183K
MPU icon
3163
Mega Matrix
MPU
$13.7M
$190K ﹤0.01%
153,000
-15,000
-9% -$21.8K
UONE icon
3164
Urban One Class A
UONE
$23.5M
$189K ﹤0.01%
9,740
-150
-2% -$3.05K
NURO
3165
DELISTED
NeuroMetrix, Inc. Common Stock
NURO
$188K ﹤0.01%
7,333
+613
+9% +$18.5K
FOMX
3166
DELISTED
Foamix Pharmaceuticals Ltd. Ordinary Shares
FOMX
$186K ﹤0.01%
61,119
-262,481
-81% -$738K
NUWE icon
3167
Nuwellis
NUWE
$474K
– –
0
– –
PSHG icon
3168
Performance Shipping
PSHG
$21.5M
$185K ﹤0.01%
1,334
+936
+235% +$131K
ATAXZ
3169
DELISTED
AMERICA FIRST TAX EXEMT INV LP
ATAXZ
$185K ﹤0.01%
22,573
-131,727
-85% -$1.08M
QNRX
3170
Quoin Pharmaceuticals
QNRX
$12.2M
$183K ﹤0.01%
4
+1
+33% +$54.3K
ONCS
3171
DELISTED
OncoSec Medical Incorporated
ONCS
$181K ﹤0.01%
+4,167
New +$196K
CPHI icon
3172
China Pharma Holdings
CPHI
$44.2M
$179K ﹤0.01%
1,463
-59
-4% -$8.06K
SELF
3173
Global Self Storage
SELF
$58.9M
$179K ﹤0.01%
37,705
+10,605
+39% +$45.9K
USDP
3174
DELISTED
USD PARTNERS LP
USDP
$179K ﹤0.01%
17,156
-74,644
-81% -$815K
CHCI icon
3175
Comstock Holding Companies
CHCI
$173M
$177K ﹤0.01%
95,884
+7,113
+8% +$15.8K
125 126
127
128 129

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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.