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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
PLG
3351
Platinum Group Metals
PLG
$189M
$35K ﹤0.01%
23,600
+9,900
+72% +$14.6K
AUMN
3352
DELISTED
Golden Minerals Company
AUMN
$35K ﹤0.01%
5,756
+2,316
+67% +$15K
NYMX
3353
DELISTED
Nymox Pharmaceutical Corp
NYMX
$35K ﹤0.01%
19,390
+4,490
+30% +$7.85K
NTRP
3354
DELISTED
Neurotrope, Inc. Common
NTRP
$34K ﹤0.01%
42,433
-96,000
-69% -$440K
AMBO
3355
Ambow Education Holding
AMBO
$6.06M
$32K ﹤0.01%
2,015
-119
-6% -$3.11K
AIHS icon
3356
Senmiao Technology Ltd
AIHS
$24.3M
$31K ﹤0.01%
+843
New +$85.9K
DYNT
3357
DELISTED
Dynatronics Corp
DYNT
$30K ﹤0.01%
5,900
+840
+17% +$6K
HTGM
3358
DELISTED
HTG Molecular Diagnostics, Inc. Common Stock
HTGM
$29K ﹤0.01%
+242
New +$48.7K
AIRTW
3359
DELISTED
Air T Inc Warrants
AIRTW
$28K ﹤0.01%
568,931
-19,200
-3% -$1.16K
PME
3360
DELISTED
Pingtan Marine Enterprise Ltd.
PME
$28K ﹤0.01%
+13,400
New +$32K
TWAV
3361
TaoWeave Inc
TWAV
$5.16M
$27K ﹤0.01%
47
+2
+4% +$1.09K
IMNN icon
3362
Imunon
IMNN
$6.64M
$26K ﹤0.01%
+86
New +$29.4K
SPCB icon
3363
SuperCom
SPCB
$70.3M
$26K ﹤0.01%
+170
New +$33.8K
NTBL
3364
DELISTED
Notable Labs, Ltd. Ordinary Shares
NTBL
$26K ﹤0.01%
560
-437
-44% -$19.3K
SXTC icon
3365
China SXT Pharmaceuticals
SXTC
$1.76M
– –
0
– –
YHGJ icon
3366
Yunhong Green CTI Ltd
YHGJ
$8.87M
$25K ﹤0.01%
1,190
-40
-3% -$1.01K
MTVA
3367
MetaVia Inc
MTVA
$7.54M
$24K ﹤0.01%
+1
New +$40.1K
CHNR icon
3368
China Natural Resources
CHNR
$5.23M
$23K ﹤0.01%
+308
New +$21.7K
RETO icon
3369
ReTo Eco-Solutions
RETO
$10.2M
– –
0
– –
AACG
3370
ATA Creativity
AACG
$48M
$22K ﹤0.01%
+13,489
New +$29.5K
COCP icon
3371
Cocrystal Pharma
COCP
$15.2M
$22K ﹤0.01%
+877
New +$22.7K
HSDT icon
3372
Solana Company
HSDT
$105M
– –
0
– –
IBIO icon
3373
iBio
IBIO
$69.5M
$22K ﹤0.01%
+80
New +$26.9K
ONCY
3374
Oncolytics Biotech
ONCY
$95.5M
$22K ﹤0.01%
+37,751
New +$38.4K
VIVO
3375
VivoPower PLC
VIVO
$141M
$22K ﹤0.01%
1,660
+170
+11% +$2.27K
133 134
135
136 137

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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.