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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
SHIP icon
3251
Seanergy Maritime Holdings
SHIP
$360M
$111K ﹤0.01%
1,440
+789
+121% +$73.4K
YRD
3252
Yiren Digital
YRD
$105M
$109K ﹤0.01%
+15,500
New +$159K
WHWK
3253
Whitehawk Therapeutics
WHWK
$267M
$109K ﹤0.01%
10,693
+6,493
+155% +$72K
WINS
3254
DELISTED
Wins Finance Holdings Inc. Ordinary Shares (Cayman Islands)
WINS
$109K ﹤0.01%
+10,000
New +$124K
DXR icon
3255
Daxor
DXR
$60.7M
$107K ﹤0.01%
11,100
+600
+6% +$5.36K
CTRC
3256
DELISTED
Centric Brands Inc. Common Stock
CTRC
$107K ﹤0.01%
42,435
-28,600
-40% -$79.9K
AIXC
3257
AIxCrypto Holdings Inc
AIXC
$14M
$105K ﹤0.01%
27
+9
+50% +$98.7K
ETTX
3258
DELISTED
Entasis Therapeutics Holdings Inc.
ETTX
$105K ﹤0.01%
+17,700
New +$119K
CD
3259
Chaince Digital Holdings
CD
$377M
$104K ﹤0.01%
49,229
-9,881
-17% -$24.4K
SUNW
3260
DELISTED
Sunworks, Inc.
SUNW
$102K ﹤0.01%
43,016
-24,272
-36% -$78.5K
LAIX
3261
DELISTED
LAIX Inc. American Depositary Shares, each representing fourteen Class A Ordinary Shares
LAIX
$100K ﹤0.01%
+1,657
New +$182K
CMCL icon
3262
Caledonia Mining Corp
CMCL
$439M
$98K ﹤0.01%
14,488
+2,988
+26% +$19.2K
EDSA icon
3263
Edesa Biotech
EDSA
$52.3M
$98K ﹤0.01%
2,250
-812
-27% -$29.5K
NEWA
3264
DELISTED
Newater Technology, Inc. Ordinary Shares
NEWA
$98K ﹤0.01%
15,600
-3,500
-18% -$21.2K
TLF icon
3265
Tandy Leather Factory
TLF
$20.6M
$95K ﹤0.01%
+20,400
New +$105K
SKYS
3266
DELISTED
Sky Solar Holdings, Ltd.
SKYS
$95K ﹤0.01%
92,212
+4,720
+5% +$6.09K
XPL icon
3267
Solitario Resources
XPL
$73.9M
$92K ﹤0.01%
329,469
+2,810
+0.9% +$856
ELOX
3268
DELISTED
Eloxx Pharmaceuticals, Inc. Common Stock
ELOX
$92K ﹤0.01%
+508
New +$145K
MOGU
3269
MOGU Inc
MOGU
$16.3M
$91K ﹤0.01%
3,020
-7,838
-72% -$250K
VMD icon
3270
Viemed Healthcare
VMD
$349M
$90K ﹤0.01%
+13,100
New +$87.3K
USWS
3271
DELISTED
U.S. Well Services, Inc. Class A Common Stock
USWS
$90K ﹤0.01%
+1,952
New +$128K
EVLO
3272
DELISTED
Evelo Biosciences, Inc. Common Stock
EVLO
$88K ﹤0.01%
+725
New +$99.7K
AMPE
3273
DELISTED
Ampio Pharmaceuticals Inc.
AMPE
$88K ﹤0.01%
+584
New +$77.8K
CTRM icon
3274
Castor Maritime
CTRM
$21.8M
$87K ﹤0.01%
+300
New +$98.4K
PPSI
3275
Pioneer Power Solutions
PPSI
$33.5M
$86K ﹤0.01%
+15,932
New +$88.8K
129 130
131
132 133

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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.