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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
FTSI
3226
DELISTED
FTS International, Inc. Common Stock
FTSI
$132K ﹤0.01%
2,955
-2,080
-41% -$150K
OPBK icon
3227
OP Bancorp
OPBK
$235M
$130K ﹤0.01%
+13,300
New +$127K
UNAM
3228
DELISTED
Unico American Corp
UNAM
$130K ﹤0.01%
20,000
+1,200
+6% +$7.22K
IMH
3229
DELISTED
Impac Mortgage Holdings Inc.
IMH
$130K ﹤0.01%
+16,500
New +$87.1K
KZIA
3230
Kazia Therapeutics
KZIA
$151M
$129K ﹤0.01%
687
– –
SUMR
3231
DELISTED
Summer Infant, Inc.
SUMR
$128K ﹤0.01%
40,679
+189
+0.5% +$759
NSYS icon
3232
Nortech Systems
NSYS
$35.6M
$125K ﹤0.01%
41,400
-1,098
-3% -$3.68K
XELB icon
3233
Xcel Brands
XELB
$6.42M
$125K ﹤0.01%
6,499
+2,469
+61% +$50.3K
MTUS icon
3234
Metallus
MTUS
$892M
$125K ﹤0.01%
19,800
-74,138
-79% -$487K
LIVE icon
3235
Live Ventures
LIVE
$30.8M
$123K ﹤0.01%
+14,362
New +$99.9K
TNXP icon
3236
Tonix Pharmaceuticals
TNXP
$214M
– –
0
– –
RIVE
3237
DELISTED
Riverview Financial Corporation Common Stock
RIVE
$123K ﹤0.01%
+10,554
New +$112K
KTCC icon
3238
Key Tronic
KTCC
$42.8M
$121K ﹤0.01%
+19,078
New +$101K
OTIV
3239
DELISTED
OTI On Track Innovations Ltd
OTIV
$120K ﹤0.01%
372,426
+80,100
+27% +$29.7K
KLXE icon
3240
KLX Energy Services
KLXE
$36M
$119K ﹤0.01%
+2,760
New +$184K
NNVC icon
3241
NanoViricides
NNVC
$34.7M
$119K ﹤0.01%
57,841
+4,026
+7% +$17.6K
CNSY
3242
Cerenome, Inc. Common Stock
CNSY
$25.5M
$119K ﹤0.01%
93
+65
+232% +$235K
NHLD
3243
DELISTED
National Holdings Corporation
NHLD
$119K ﹤0.01%
43,303
+9,400
+28% +$24.1K
OPGN
3244
DELISTED
OpGen, Inc
OPGN
$118K ﹤0.01%
+83
New +$110K
CTST
3245
DELISTED
CannTrust Holdings Inc. Common Share
CTST
$118K ﹤0.01%
+104,700
New +$235K
CCJ icon
3246
Cameco
CCJ
$42.6B
$116K ﹤0.01%
12,200
-953,200
-99% -$8.95M
XWEL icon
3247
XWELL
XWEL
$8.53M
$116K ﹤0.01%
1,348
+112
+9% +$9.49K
JCP
3248
DELISTED
J.C. Penney Company, Inc.
JCP
$116K ﹤0.01%
+130,459
New +$110K
ATNM icon
3249
Actinium Pharmaceuticals
ATNM
$30.2M
$115K ﹤0.01%
16,686
+9,632
+137% +$67K
JRSH icon
3250
Jerash Holdings
JRSH
$67.7M
$112K ﹤0.01%
+15,102
New +$109K
128 129
130
131 132

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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.