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
NAGE
3201
Niagen Bioscience
NAGE
$241M
$157K ﹤0.01%
+39,900
New +$170K
CRVO icon
3202
CervoMed
CRVO
$39.6M
$156K ﹤0.01%
1,126
-214
-16% -$34.6K
SA
3203
Seabridge Gold
SA
$3.46B
$155K ﹤0.01%
+12,300
New +$175K
DGSE
3204
DELISTED
DGSE Companies, Inc.
DGSE
$155K ﹤0.01%
128,808
+16,731
+15% +$17.7K
PETZ icon
3205
TDH Holdings
PETZ
$15.5M
$153K ﹤0.01%
5,021
+1,881
+60% +$46.6K
JP
3206
DELISTED
Jupai Holdings Limited American depositary shares, each representing six ordinary shares
JP
$153K ﹤0.01%
+65,320
New +$136K
OSN
3207
DELISTED
Ossen Innovation Co., Ltd.
OSN
$152K ﹤0.01%
+41,806
New +$120K
CAPR icon
3208
Capricor Therapeutics
CAPR
$244M
$150K ﹤0.01%
+40,513
New +$140K
STIM icon
3209
Neuronetics
STIM
$211M
$150K ﹤0.01%
+18,094
New +$198K
VRDN icon
3210
Viridian Therapeutics
VRDN
$2.49B
$149K ﹤0.01%
13,581
+1,614
+13% +$35.7K
ASFI
3211
DELISTED
Asta Funding Inc
ASFI
$149K ﹤0.01%
21,219
+9,248
+77% +$67.9K
AAME icon
3212
Atlantic American Corp
AAME
$29M
$148K ﹤0.01%
53,300
+800
+2% +$2K
AMRB
3213
DELISTED
American River Bankshares
AMRB
$147K ﹤0.01%
+10,662
New +$139K
NTP
3214
DELISTED
Nam Tai Property Inc.
NTP
$145K ﹤0.01%
+16,092
New +$154K
BGFV
3215
DELISTED
Big 5 Sporting Goods
BGFV
$143K ﹤0.01%
68,644
-48,600
-41% -$96.1K
CREG
3216
DELISTED
Smart Powerr
CREG
$142K ﹤0.01%
417
+82
+24% +$31K
FPH icon
3217
Five Point Holdings
FPH
$372M
$141K ﹤0.01%
+18,800
New +$139K
AIFC
3218
AI Financial Corp
AIFC
$58.9M
$141K ﹤0.01%
50,238
-11,162
-18% -$44.2K
HOS
3219
DELISTED
Hornbeck Offshore Services, Inc.
HOS
$141K ﹤0.01%
185,154
-35,700
-16% -$30.9K
HEXO
3220
DELISTED
HEXO Corp. Common Shares
HEXO
$138K ﹤0.01%
+625
New +$156K
PRSO icon
3221
Peraso
PRSO
$10.3M
$137K ﹤0.01%
1,354
+519
+62% +$62.2K
AHPI
3222
DELISTED
Allied Healthcare Products
AHPI
$137K ﹤0.01%
97,640
+2,400
+3% +$3.67K
LQDA icon
3223
Liquidia Corp
LQDA
$6.45B
$135K ﹤0.01%
+37,900
New +$224K
SCPX
3224
DELISTED
Scorpius Holdings, Inc.
SCPX
$135K ﹤0.01%
10
+4
+67% +$65.6K
ESEA icon
3225
Euroseas
ESEA
$519M
$132K ﹤0.01%
28,466
+1,921
+7% +$7.83K
127 128
129
130 131

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.