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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
FDD icon
3501
First Trust STOXX European Select Dividend Income Fund
FDD
$908M
– –
-11,200
Closed -$140K
FELE icon
3502
Franklin Electric
FELE
$4.69B
– –
-28,900
Closed -$1.37M
FIS icon
3503
Fidelity National Information Services
FIS
$22.8B
– –
-1,513,701
Closed -$186M
FIVE icon
3504
Five Below
FIVE
$13.4B
– –
-540,000
Closed -$64.8M
FIX icon
3505
Comfort Systems
FIX
$60.8B
– –
-127,480
Closed -$6.5M
FLS icon
3506
Flowserve
FLS
$10.3B
– –
-588,400
Closed -$31M
FPX icon
3507
First Trust US Equity Opportunities ETF
FPX
$1.55B
– –
-7,000
Closed -$545K
FTCS icon
3508
First Trust Capital Strength ETF
FTCS
$8.02B
– –
-16,400
Closed -$926K
FUTU icon
3509
Futu Holdings
FUTU
$14.7B
– –
-28,300
Closed -$299K
FXC icon
3510
Invesco CurrencyShares Canadian Dollar Trust
FXC
$73.6M
– –
-3,800
Closed -$286K
GALT icon
3511
Galectin Therapeutics
GALT
$346M
– –
-34,732
Closed -$144K
GBCI icon
3512
Glacier Bancorp
GBCI
$6.49B
– –
-47,360
Closed -$1.92M
GD icon
3513
General Dynamics
GD
$106B
– –
-267,300
Closed -$48.6M
GLD icon
3514
SPDR Gold Trust
GLD
$142B
– –
-70,100
Closed -$9.34M
GLNG icon
3515
Golar LNG
GLNG
$5.24B
– –
-791,492
Closed -$14.6M
GLP icon
3516
Global Partners
GLP
$1.71B
– –
-15,300
Closed -$305K
LKFT
3517
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.84B
– –
-30,500
Closed -$3.93M
GME icon
3518
GameStop
GME
$8.37B
– –
-20,508,584
Closed -$28M
GPC icon
3519
Genuine Parts
GPC
$18.6B
– –
-286,800
Closed -$29.7M
GREK
3520
Global X MSCI Greece ETF
GREK
$331M
– –
-18,800
Closed -$539K
GRVY
3521
GRAVITY
GRVY
$495M
– –
-9,300
Closed -$429K
GTES icon
3522
Gates Industrial Corporation Ltd.
GTES
$7.02B
– –
-108,900
Closed -$1.24M
GTN icon
3523
Gray Television
GTN
$518M
– –
-743,750
Closed -$12.2M
GVA icon
3524
Granite Construction
GVA
$5.42B
– –
-102,265
Closed -$4.93M
GYRE icon
3525
Gyre Therapeutics
GYRE
$686M
– –
-2,134
Closed -$118K
139 140
141
142 143

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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.