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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
L icon
3576
Loews
L
$23.2B
– –
-26,700
Closed -$1.46M
LASR icon
3577
nLIGHT
LASR
$3.07B
– –
-28,500
Closed -$547K
LBRDK icon
3578
Liberty Broadband Class C
LBRDK
$5.08B
– –
-71,000
Closed -$7.4M
LBTYK icon
3579
Liberty Global Class C
LBTYK
$3.45B
– –
-1,104,200
Closed -$29.3M
HAPN
3580
Happen Inc
HAPN
$2.25B
– –
-31,820
Closed -$522K
LECO icon
3581
Lincoln Electric
LECO
$15.5B
– –
-167,138
Closed -$13.8M
LFT
3582
Lument Finance Trust
LFT
$37M
– –
-23,709
Closed -$81K
LFUS icon
3583
Littelfuse
LFUS
$11.8B
– –
-1,600
Closed -$283K
LIQT icon
3584
LiqTech
LIQT
$20M
– –
-6,550
Closed -$519K
LIT icon
3585
Global X Lithium & Battery Tech ETF
LIT
$1.61B
– –
-9,000
Closed -$235K
LNC icon
3586
Lincoln National
LNC
$8.41B
– –
-16,974
Closed -$1.09M
LOMA
3587
Loma Negra
LOMA
$1.15B
– –
-108,612
Closed -$1.27M
LPSN icon
3588
LivePerson
LPSN
$34.7M
– –
-12,153
Closed -$5.11M
LSTR icon
3589
Landstar System
LSTR
$6.29B
– –
-152,840
Closed -$16.5M
LYB icon
3590
LyondellBasell Industries
LYB
$20.4B
– –
-3,800
Closed -$327K
M icon
3591
Macy's
M
$6.25B
– –
-14,964
Closed -$321K
MAN icon
3592
ManpowerGroup
MAN
$2.61B
– –
-130,452
Closed -$12.6M
MDB icon
3593
MongoDB
MDB
$35.5B
– –
-153,400
Closed -$23.3M
MGC icon
3594
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
– –
-2,100
Closed -$213K
MGK icon
3595
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.7B
– –
-23,500
Closed -$609K
MGV icon
3596
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.7B
– –
-4,100
Closed -$330K
MITT
3597
TPG Mortgage Investment Trust
MITT
$213M
– –
-8,300
Closed -$396K
MLI icon
3598
Mueller Industries
MLI
$15.1B
– –
-93,200
Closed -$682K
MRSH
3599
Marsh
MRSH
$90.3B
– –
-413,200
Closed -$41.2M
MMI icon
3600
Marcus & Millichap
MMI
$1.17B
– –
-14,000
Closed -$432K
142 143
144
145 146

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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.