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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
HACK icon
3526
Amplify Cybersecurity ETF
HACK
$3.06B
– –
-5,290
Closed -$210K
HALO icon
3527
Halozyme
HALO
$11.3B
– –
-458,600
Closed -$7.88M
HAS icon
3528
Hasbro
HAS
$13.6B
– –
-13,600
Closed -$1.44M
HASI icon
3529
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.42B
– –
-129,800
Closed -$3.66M
HBI
3530
DELISTED
Hanesbrands
HBI
– –
-1,238,700
Closed -$21.3M
HCSG icon
3531
Healthcare Services Group
HCSG
$1.45B
– –
-249,764
Closed -$7.57M
HEPA
3532
DELISTED
Hepion Pharmaceuticals
HEPA
– –
-10
Closed -$43K
HII icon
3533
Huntington Ingalls Industries
HII
$12.8B
– –
-61,600
Closed -$13.8M
HLI icon
3534
Houlihan Lokey
HLI
$8.96B
– –
-233,800
Closed -$10.4M
HPE icon
3535
Hewlett Packard
HPE
$79.9B
– –
-60,500
Closed -$904K
HRL icon
3536
Hormel Foods
HRL
$13.5B
– –
-59,200
Closed -$2.4M
HRB icon
3537
H&R Block
HRB
$6.8B
– –
-1,676,000
Closed -$49.1M
HRTX icon
3538
Heron Therapeutics
HRTX
$62.4M
– –
-97,400
Closed -$1.81M
HY icon
3539
Hyster-Yale Materials Handling
HY
$618M
– –
-6,700
Closed -$370K
PPLI
3540
People Inc
PPLI
$3B
– –
-671,600
Closed -$26.1M
IAT icon
3541
iShares US Regional Banks ETF
IAT
$689M
– –
-5,200
Closed -$239K
IAU icon
3542
iShares Gold Trust
IAU
$64.6B
– –
-176,749
Closed -$4.77M
IBB icon
3543
iShares Biotechnology ETF
IBB
$9.78B
– –
-19,800
Closed -$2.16M
ICUI icon
3544
ICU Medical
ICUI
$4.57B
– –
-9,100
Closed -$2.29M
IFF icon
3545
International Flavors & Fragrances
IFF
$21.5B
– –
-63,300
Closed -$9.18M
IGM icon
3546
iShares Expanded Tech Sector ETF
IGM
$11B
– –
-8,400
Closed -$302K
IGPT icon
3547
Invesco AI and Next Gen Software ETF
IGPT
$1.2B
– –
-7,800
Closed -$249K
IHI icon
3548
iShares US Medical Devices ETF
IHI
$3.48B
– –
-31,200
Closed -$1.25M
IIIV icon
3549
i3 Verticals
IIIV
$328M
– –
-59,200
Closed -$1.74M
IJH icon
3550
iShares Core S&P Mid-Cap ETF
IJH
$128B
– –
-11,000
Closed -$427K
140 141
142
143 144

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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.