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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
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
DYAI icon
3476
Dyadic International
DYAI
$28.4M
– –
-16,400
Closed -$103K
E icon
3477
ENI
E
$79B
– –
-51,850
Closed -$1.71M
EA
3478
DELISTED
Electronic Arts
EA
– –
-596,164
Closed -$60.4M
EDN
3479
Edenor
EDN
$1.05B
– –
-14,356
Closed -$261K
EGHT icon
3480
8x8 Inc
EGHT
$303M
– –
-125,130
Closed -$3.02M
EGP icon
3481
EastGroup Properties
EGP
$11B
– –
-94,300
Closed -$10.9M
EHTH icon
3482
eHealth
EHTH
$39.1M
– –
-282,700
Closed -$24.3M
ELAN icon
3483
Elanco Animal Health
ELAN
$11.2B
– –
-95,200
Closed -$3.22M
ENOV icon
3484
Enovis
ENOV
$1.45B
– –
-63,561
Closed -$3.07M
ENSG icon
3485
The Ensign Group
ENSG
$10.6B
– –
-29,077
Closed -$1.55M
ENTG icon
3486
Entegris
ENTG
$25B
– –
-341,490
Closed -$12.7M
ENVB icon
3487
Enveric Biosciences
ENVB
$6.12M
– –
0
– -$56K
EPAM icon
3488
EPAM Systems
EPAM
$5.27B
– –
-131,400
Closed -$22.7M
EPC icon
3489
Edgewell Personal Care
EPC
$1.31B
– –
-10,100
Closed -$272K
EPI icon
3490
WisdomTree India Earnings Fund ETF
EPI
$2.04B
– –
-44,800
Closed -$1.17M
ESTC icon
3491
Elastic
ESTC
$8.94B
– –
-5,500
Closed -$411K
EVOK
3492
DELISTED
Evoke Pharma
EVOK
– –
-149
Closed -$13K
EWI icon
3493
iShares MSCI Italy ETF
EWI
$1.08B
– –
-24,100
Closed -$664K
EWJ icon
3494
iShares MSCI Japan ETF
EWJ
$23.2B
– –
-67,400
Closed -$3.68M
EWP icon
3495
iShares MSCI Spain ETF
EWP
$2.21B
– –
-9,900
Closed -$286K
EZA icon
3496
iShares MSCI South Africa ETF
EZA
$559M
– –
-18,100
Closed -$990K
FARO
3497
DELISTED
Faro Technologies
FARO
– –
-38,900
Closed -$2.04M
FATE icon
3498
Fate Therapeutics
FATE
$296M
– –
-11,819
Closed -$240K
FBT icon
3499
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.78B
– –
-1,500
Closed -$211K
FCEL icon
3500
FuelCell Energy
FCEL
$1.6B
– –
-6,647
Closed -$35K
138 139
140
141 142

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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.