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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
PZG icon
3326
Paramount Gold Nevada
PZG
$127M
$52K ﹤0.01%
76,356
+50,406
+194% +$43.3K
DF
3327
DELISTED
Dean Foods Company
DF
$51K ﹤0.01%
+43,900
New +$52K
NES
3328
DELISTED
Nuverra Environmental Solutions, Inc. Common Stock
NES
$51K ﹤0.01%
12,100
+1,700
+16% +$7.43K
SONN
3329
DELISTED
Sonnet BioTherapeutics
SONN
$49K ﹤0.01%
1
– –
UUU icon
3330
Universal Safety Products Inc
UUU
$10.3M
$49K ﹤0.01%
57,223
+2,300
+4% +$2.64K
TIO
3331
DELISTED
Tingo Group, Inc. Common Stock
TIO
$49K ﹤0.01%
89,972
-22,200
-20% -$14.8K
KOSS icon
3332
Koss Corp
KOSS
$34.7M
$47K ﹤0.01%
23,596
+7,600
+48% +$15K
BDR
3333
DELISTED
Blonder Tongue Laboratories Inc
BDR
$47K ﹤0.01%
71,057
-5,600
-7% -$4.59K
REKR icon
3334
Rekor Systems
REKR
$97.6M
$46K ﹤0.01%
+21,261
New +$64.5K
STAF
3335
DELISTED
Staffing 360 Solutions, Inc. Common Stock (DE)
STAF
$46K ﹤0.01%
70
+38
+119% +$33.3K
SOS
3336
SOS Limited
SOS
$16.7M
$45K ﹤0.01%
11
+9
+450% +$35.9K
PDS
3337
Precision Drilling
PDS
$1.06B
$44K ﹤0.01%
1,918
-3,530
-65% -$103K
STXS icon
3338
Stereotaxis
STXS
$137M
$44K ﹤0.01%
+12,500
New +$48K
EFOI icon
3339
Energy Focus
EFOI
$19.1M
$43K ﹤0.01%
2,610
-598
-19% -$9.72K
KOPN icon
3340
Kopin
KOPN
$898M
$43K ﹤0.01%
+62,800
New +$62.7K
SGRP
3341
DELISTED
SPAR Group
SGRP
$43K ﹤0.01%
+42,000
New +$37.9K
CCLP
3342
DELISTED
CSI Compressco LP
CCLP
$42K ﹤0.01%
14,257
-107,543
-88% -$350K
AMS icon
3343
American Shared Hospital Services
AMS
$10.6M
$41K ﹤0.01%
16,200
+100
+0.6% +$274
NNDM
3344
Nano Dimension
NNDM
$348M
$40K ﹤0.01%
+9,930
New +$35.8K
TRAW icon
3345
Traws Pharma
TRAW
$9.14M
$39K ﹤0.01%
122
+18
+17% +$15.5K
HZN
3346
DELISTED
Horizon Global Corporation
HZN
$39K ﹤0.01%
+10,200
New +$41.8K
DXYN
3347
DELISTED
Dixie Group Inc
DXYN
$37K ﹤0.01%
+27,000
New +$23.8K
MTFB
3348
DELISTED
Motif Bio plc ADRs
MTFB
$37K ﹤0.01%
102,845
-42,505
-29% -$26.5K
ARTW icon
3349
Arts-Way Manufacturing Co
ARTW
$14.9M
$36K ﹤0.01%
16,600
+1,300
+8% +$2.71K
NAK
3350
Northern Dynasty Minerals
NAK
$930M
$35K ﹤0.01%
+60,000
New +$38.5K
132 133
134
135 136

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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.