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
CBAT icon
3301
CBAK Energy Technology Ltd
CBAT
$65.5M
$70K ﹤0.01%
115,620
+35,600
+44% +$31K
TUSK icon
3302
Mammoth Energy Services
TUSK
$154M
$70K ﹤0.01%
28,149
-241,251
-90% -$1.15M
TPHS
3303
DELISTED
Trinity Place Holdings Inc.com
TPHS
$70K ﹤0.01%
17,400
-5,700
-25% -$22K
SURF
3304
DELISTED
Surface Oncology, Inc. Common Stock
SURF
$70K ﹤0.01%
49,200
+26,000
+112% +$56.8K
FEDU
3305
Four Seasons Education Depositary Shares Rep 10 Ordinary Shares
FEDU
$19.2M
$68K ﹤0.01%
1,863
-470
-20% -$18.2K
XYLO
3306
DELISTED
Xylo Technologies
XYLO
$68K ﹤0.01%
991
+370
+60% +$31.5K
ITP icon
3307
IT Tech Packaging
ITP
$2.88M
$67K ﹤0.01%
9,660
+70
+0.7% +$422
EMAN
3308
DELISTED
eMagin Corporation
EMAN
$67K ﹤0.01%
171,330
+57,317
+50% +$23.6K
CNSL
3309
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
$66K ﹤0.01%
+13,800
New +$65.1K
EYPT icon
3310
EyePoint Inc
EYPT
$1.16B
$65K ﹤0.01%
3,589
-4,557
-56% -$70.6K
THM
3311
International Tower Hill Mines
THM
$696M
$65K ﹤0.01%
124,788
+87,988
+239% +$51.6K
BTBT icon
3312
Bit Digital
BTBT
$520M
$64K ﹤0.01%
129,300
+5,300
+4% +$6.61K
SMRT
3313
DELISTED
Stein Mart Inc
SMRT
$64K ﹤0.01%
79,905
+54,100
+210% +$42.8K
SANW
3314
DELISTED
S&W Seed Co
SANW
$62K ﹤0.01%
1,374
+511
+59% +$25.6K
VIRX
3315
DELISTED
Viracta Therapeutics, Inc. Common Stock
VIRX
$60K ﹤0.01%
2,387
-4,971
-68% -$143K
HYRE
3316
DELISTED
HyreCar Inc. Common Stock
HYRE
$60K ﹤0.01%
+24,080
New +$75.1K
USIO icon
3317
Usio Inc
USIO
$71.5M
$59K ﹤0.01%
29,599
+2,300
+8% +$5.85K
AUPH icon
3318
Aurinia Pharmaceuticals
AUPH
$2.02B
$57K ﹤0.01%
10,745
-57,878
-84% -$350K
PXS icon
3319
Pyxis Tankers
PXS
$52.5M
$57K ﹤0.01%
+9,575
New +$43.4K
GNPX icon
3320
Genprex
GNPX
$2.46M
$55K ﹤0.01%
2
+1
+100% +$42.2K
ESTE
3321
DELISTED
Earthstone Energy Inc. Class A Common Stock
ESTE
$55K ﹤0.01%
16,790
-45,410
-73% -$194K
KIQ
3322
DELISTED
Kelso Technologies Inc.
KIQ
$55K ﹤0.01%
+77,000
New +$76.9K
NEGG icon
3323
Newegg Commerce
NEGG
$397M
$54K ﹤0.01%
502
-2
-0.4% -$289
USAU icon
3324
US Gold Corp
USAU
$249M
$54K ﹤0.01%
5,843
+2,694
+86% +$27.3K
SES
3325
DELISTED
Synthesis Energy Systems Inc.
SES
$53K ﹤0.01%
30,415
+19,044
+167% +$62.3K
131 132
133
134 135

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.