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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
CMP icon
3451
Compass Minerals
CMP
$1.1B
– –
-4,200
Closed -$231K
CMPR icon
3452
Cimpress
CMPR
$2.37B
– –
-8,100
Closed -$736K
CODA icon
3453
Coda Octopus Group
CODA
$115M
– –
-104,500
Closed -$1.36M
COLB icon
3454
Columbia Banking Systems
COLB
$9.18B
– –
-20,506
Closed -$742K
CPS icon
3455
Cooper-Standard Automotive
CPS
$484M
– –
-18,300
Closed -$839K
CQP icon
3456
Cheniere Energy
CQP
$32.6B
– –
-5,764
Closed -$243K
CRT
3457
Cross Timbers Royalty Trust
CRT
$60.4M
– –
-20,637
Closed -$261K
CTXR icon
3458
Citius Pharmaceuticals
CTXR
$20.1M
– –
-2,053
Closed -$50K
CUZ icon
3459
Cousins Properties
CUZ
$4.93B
– –
-1,394,957
Closed -$50.5M
DAN icon
3460
Dana Inc
DAN
$3.26B
– –
-105,200
Closed -$2.1M
DAR icon
3461
Darling Ingredients
DAR
$10.4B
– –
-109,100
Closed -$2.17M
DDS icon
3462
Dillards
DDS
$9.59B
– –
-125,900
Closed -$7.84M
DECK icon
3463
Deckers Outdoor
DECK
$12.7B
– –
-2,385,600
Closed -$70M
DFE icon
3464
WisdomTree Europe SmallCap Dividend Fund
DFE
$169M
– –
-4,700
Closed -$274K
DGRW icon
3465
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.4B
– –
-10,600
Closed -$463K
DLS icon
3466
WisdomTree International SmallCap Dividend Fund
DLS
$1.08B
– –
-3,500
Closed -$228K
DLTH icon
3467
Duluth Holdings
DLTH
$151M
– –
-24,500
Closed -$333K
DNLI icon
3468
Denali Therapeutics
DNLI
$3.97B
– –
-63,000
Closed -$1.31M
DNN icon
3469
Denison Mines
DNN
$2.95B
– –
-90,100
Closed -$48K
DOG
3470
ProShares Short Dow30
DOG
$87.2M
– –
-11,800
Closed -$631K
DOMO icon
3471
Domo
DOMO
$187M
– –
-124,200
Closed -$3.39M
DSI icon
3472
iShares MSCI KLD 400 Social ETF
DSI
$5.58B
– –
-6,600
Closed -$361K
DUST icon
3473
Direxion Daily Gold Miners Index Bear 2X ETF
DUST
$52.4M
– –
-7
Closed -$185K
DVAX
3474
DELISTED
Dynavax Technologies
DVAX
– –
-187,251
Closed -$747K
DXC icon
3475
DXC Technology
DXC
$1.79B
– –
-478,200
Closed -$26.4M
137 138
139
140 141

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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.