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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
ONB icon
3626
Old National Bancorp
ONB
$10.3B
– –
-48,276
Closed -$801K
ON icon
3627
ON Semiconductor
ON
$32.5B
– –
-1,142,796
Closed -$23.1M
OPRX icon
3628
OptimizeRx
OPRX
$127M
– –
-32,100
Closed -$520K
ORCL icon
3629
Oracle
ORCL
$430B
– –
-2,970,032
Closed -$169M
OTRK
3630
DELISTED
Ontrak
OTRK
– –
-386
Closed -$667K
PARA
3631
DELISTED
Paramount Global Class B
PARA
– –
-471,700
Closed -$23.5M
PBH icon
3632
Prestige Consumer Healthcare
PBH
$2.5B
– –
-29,300
Closed -$928K
PBT
3633
Permian Basin Royalty Trust
PBT
$1.58B
– –
-92,401
Closed -$563K
PBYI icon
3634
Puma Biotechnology
PBYI
$460M
– –
-252,200
Closed -$3.21M
PEN icon
3635
Penumbra
PEN
$12.8B
– –
-30,300
Closed -$4.85M
PENN icon
3636
PENN Entertainment
PENN
$2.57B
– –
-199,800
Closed -$3.85M
PEY icon
3637
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.16B
– –
-10,800
Closed -$196K
PHG icon
3638
Philips
PHG
$26.1B
– –
-596,644
Closed -$20.6M
PID icon
3639
Invesco International Dividend Achievers ETF
PID
$910M
– –
-15,400
Closed -$252K
PJT icon
3640
PJT Partners
PJT
$4.47B
– –
-24,900
Closed -$1.01M
PLD icon
3641
Prologis
PLD
$132B
– –
-11,766
Closed -$942K
PLUG icon
3642
Plug Power
PLUG
$3.2B
– –
-337,131
Closed -$759K
PR
3643
Permian Resources
PR
$17.9B
– –
-27,800
Closed -$211K
QFIN icon
3644
Qfin Holdings
QFIN
$1.5B
– –
-73,200
Closed -$860K
QGEN icon
3645
Qiagen
QGEN
$8.8B
– –
-10,193
Closed -$438K
QTRX icon
3646
Quanterix
QTRX
$122M
– –
-7,300
Closed -$247K
REI icon
3647
Ring Energy
REI
$349M
– –
-300,900
Closed -$978K
REZI icon
3648
Resideo Technologies
REZI
$3.54B
– –
-324,100
Closed -$7.1M
RGNX icon
3649
Regenxbio
RGNX
$735M
– –
-350,441
Closed -$18M
RING icon
3650
iShares MSCI Global Gold Miners ETF
RING
$2.49B
– –
-24,100
Closed -$492K
144 145
146
147 148

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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.