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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
CHRA
3376
DELISTED
Charah Solutions, Inc Common Stock
CHRA
$22K ﹤0.01%
1,030
-160
-13% -$6.31K
ZN
3377
DELISTED
Zion Oil & Gas, Inc.
ZN
$20K ﹤0.01%
81,709
+46,609
+133% +$15K
COGT icon
3378
Cogent Biosciences
COGT
$6.47B
$19K ﹤0.01%
3,250
-8,225
-72% -$66.9K
VTNR
3379
DELISTED
Vertex Energy, Inc
VTNR
$19K ﹤0.01%
16,513
-70,146
-81% -$92.1K
SLS icon
3380
SELLAS Life Sciences
SLS
$2.5B
$17K ﹤0.01%
2,786
-57,877
-95% -$426K
FABC
3381
Fabric.AI Inc
FABC
$18.3M
$16K ﹤0.01%
+35
New +$20.2K
DSS icon
3382
DSS Inc
DSS
$5.18M
$14K ﹤0.01%
64
-277
-81% -$65K
GRDX
3383
GridAI Technologies Corp
GRDX
$26.8M
– –
0
– –
BFX
3384
DELISTED
BowFlex Inc.
BFX
$14K ﹤0.01%
10,400
-593,800
-98% -$932K
IDSA
3385
DELISTED
Industrial Services of America
IDSA
$14K ﹤0.01%
12,400
+1,200
+11% +$1.23K
AEHL icon
3386
Antelope Enterprise Holdings
AEHL
$5.37M
– –
0
– –
PHIO icon
3387
Phio Pharmaceuticals
PHIO
$12.7M
$13K ﹤0.01%
8
+5
+167% +$10.5K
ZOM
3388
DELISTED
Zomedica Corp.
ZOM
$13K ﹤0.01%
+36,220
New +$11.2K
ENT
3389
DELISTED
Global Eagle Entertainment Inc.
ENT
$11K ﹤0.01%
+615
New +$11.1K
BNTC icon
3390
Benitec Biopharma
BNTC
$431M
$10K ﹤0.01%
54
– –
ABIL
3391
DELISTED
Ability Inc
ABIL
$10K ﹤0.01%
+18,160
New +$13K
MCEP
3392
DELISTED
Mid-Con Energy Partners, LP
MCEP
$8K ﹤0.01%
+1,043
New +$8.79K
BETS
3393
DELISTED
Bit Brother Limited Class A Ordinary Shares
BETS
– –
0
– –
CHKR
3394
DELISTED
CHESAPEAKE GRANITE WASH TRUST
CHKR
$7K ﹤0.01%
12,189
+1,489
+14% +$1.29K
AAOI icon
3395
Applied Optoelectronics
AAOI
$11B
– –
-87,400
Closed -$898K
ABG icon
3396
Asbury Automotive
ABG
$3.78B
– –
-19,600
Closed -$1.65M
ACWX icon
3397
iShares MSCI ACWI ex US ETF
ACWX
$12B
– –
-7,700
Closed -$360K
ADM icon
3398
Archer Daniels Midland
ADM
$38.6B
– –
-641,634
Closed -$26.2M
ADSK icon
3399
Autodesk
ADSK
$54.5B
– –
-113,368
Closed -$18.5M
AEG icon
3400
Aegon
AEG
$13.9B
– –
-837,611
Closed -$3.68M
134 135
136
137 138

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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.