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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
AGNC icon
3401
AGNC Investment
AGNC
$13B
– –
-975,629
Closed -$16.4M
AGS
3402
DELISTED
PlayAGS
AGS
– –
-153,900
Closed -$2.99M
ALDX icon
3403
Aldeyra Therapeutics
ALDX
$86.9M
– –
-90,200
Closed -$541K
ALEX
3404
DELISTED
Alexander & Baldwin
ALEX
– –
-27,531
Closed -$636K
ALG icon
3405
Alamo Group
ALG
$1.99B
– –
-18,000
Closed -$1.8M
ALRM icon
3406
Alarm.com
ALRM
$2.74B
– –
-208,329
Closed -$11.1M
ALV icon
3407
Autoliv
ALV
$8.89B
– –
-108,600
Closed -$7.66M
AMLP icon
3408
Alerian MLP ETF
AMLP
$13.1B
– –
-83,260
Closed -$4.1M
AMRX icon
3409
Amneal Pharmaceuticals
AMRX
$6.02B
– –
-71,700
Closed -$514K
AMZN icon
3410
Amazon
AMZN
$2.86T
– –
-1,749,100
Closed -$166M
AON icon
3411
Aon
AON
$75.7B
– –
-47,701
Closed -$9.21M
APO icon
3412
Apollo Global Management
APO
$84.8B
– –
-162,334
Closed -$5.57M
APOG icon
3413
Apogee Enterprises
APOG
$888M
– –
-38,183
Closed -$1.66M
ARKK icon
3414
ARK Innovation ETF
ARKK
$6.54B
– –
-5,300
Closed -$254K
ARLO icon
3415
Arlo Technologies
ARLO
$1.54B
– –
-56,898
Closed -$228K
ARLP icon
3416
Alliance Resource Partners
ARLP
$3.2B
– –
-264,243
Closed -$4.49M
EFOR
3417
Everforth Inc
EFOR
$1.37B
– –
-218,394
Closed -$13.2M
ASML icon
3418
ASML
ASML
$710B
– –
-276,937
Closed -$57.7M
ATRA icon
3419
Atara Biotherapeutics
ATRA
$76.7M
– –
-6,086
Closed -$3.06M
ATRO icon
3420
Astronics
ATRO
$4.57B
– –
-132,480
Closed -$4.44M
AVTX icon
3421
Avalo Therapeutics
AVTX
$1.04B
– –
-12
Closed -$181K
AXSM icon
3422
Axsome Therapeutics
AXSM
$11.2B
– –
-247,200
Closed -$6.37M
BAND
3423
Bandwidth Inc
BAND
$1.74B
– –
-107,000
Closed -$8.03M
BAP icon
3424
Credicorp
BAP
$29.8B
– –
-11,600
Closed -$2.65M
BBD icon
3425
Banco Bradesco
BBD
$34.3B
– –
-6,120,060
Closed -$45.2M
135 136
137
138 139

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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.