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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
IJJ icon
3551
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.07B
– –
-8,800
Closed -$702K
IJS icon
3552
iShares S&P Small-Cap 600 Value ETF
IJS
$8.43B
– –
-6,000
Closed -$446K
INDP icon
3553
Indaptus Therapeutics
INDP
$140M
– –
-61
Closed -$593K
INDY icon
3554
iShares S&P India Nifty 50 Index Fund
INDY
$563M
– –
-15,500
Closed -$595K
IOO icon
3555
iShares Global 100 ETF
IOO
$9.46B
– –
-6,200
Closed -$303K
IPI icon
3556
Intrepid Potash
IPI
$484M
– –
-9,520
Closed -$320K
ITOT icon
3557
iShares Core S&P Total US Stock Market ETF
ITOT
$98.4B
– –
-4,100
Closed -$273K
IUSG icon
3558
iShares Core S&P US Growth ETF
IUSG
$34B
– –
-9,200
Closed -$577K
IVW icon
3559
iShares S&P 500 Growth ETF
IVW
$77.9B
– –
-14,000
Closed -$627K
IWM icon
3560
iShares Russell 2000 ETF
IWM
$82.4B
– –
-11,000
Closed -$1.71M
IWO icon
3561
iShares Russell 2000 Growth ETF
IWO
$15.1B
– –
-3,600
Closed -$723K
IWY icon
3562
iShares Russell Top 200 Growth ETF
IWY
$16.7B
– –
-3,700
Closed -$317K
IXJ icon
3563
iShares Global Healthcare ETF
IXJ
$4.22B
– –
-15,900
Closed -$981K
IXUS icon
3564
iShares Core MSCI Total International Stock ETF
IXUS
$60.8B
– –
-18,000
Closed -$1.06M
IYG icon
3565
iShares US Financial Services ETF
IYG
$2.24B
– –
-11,700
Closed -$522K
IYW icon
3566
iShares US Technology ETF
IYW
$25.7B
– –
-13,200
Closed -$653K
JKS
3567
JinkoSolar
JKS
$852M
– –
-190,100
Closed -$4.12M
JWN
3568
DELISTED
Nordstrom
JWN
– –
-1,027,500
Closed -$32.7M
KALA icon
3569
KALA BIO
KALA
$17.8M
– –
-16
Closed -$258K
KBWB icon
3570
Invesco KBW Bank ETF
KBWB
$6.84B
– –
-13,100
Closed -$661K
KPTI icon
3571
Karyopharm Therapeutics
KPTI
$45.3M
– –
-4,901
Closed -$440K
KSS icon
3572
Kohl's
KSS
$2.22B
– –
-3,147,244
Closed -$150M
KT icon
3573
KT
KT
$9.04B
– –
-97,900
Closed -$1.21M
KTOS icon
3574
Kratos Defense & Security Solutions
KTOS
$11.8B
– –
-298,899
Closed -$6.84M
KWEB icon
3575
KraneShares CSI China Internet ETF
KWEB
$5.32B
– –
-6,000
Closed -$264K
141 142
143
144 145

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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.