We are live on ! Find out more
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
RJF icon
3651
Raymond James Financial
RJF
$34.6B
– –
-167,663
Closed -$9.45M
RKDA icon
3652
Arcadia Biosciences
RKDA
$1.59M
– –
-392
Closed -$48K
ROL icon
3653
Rollins
ROL
$17.6B
– –
-69,675
Closed -$1.67M
HIND
3654
Vyome Holdings
HIND
$15.9M
– –
0
– -$205K
RSP icon
3655
Invesco S&P 500 Equal Weight ETF
RSP
$99.2B
– –
-6,000
Closed -$647K
RYZ
3656
Ryerson Holding Corp
RYZ
$1.46B
– –
-44,702
Closed -$372K
SBH icon
3657
Sally Beauty Holdings
SBH
$1.51B
– –
-18,500
Closed -$247K
SBR
3658
Sabine Royalty Trust
SBR
$1.07B
– –
-9,457
Closed -$457K
SCHB icon
3659
Schwab US Broad Market ETF
SCHB
$44.8B
– –
-33,600
Closed -$395K
SCHE icon
3660
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
– –
-25,100
Closed -$659K
SCHF icon
3661
Schwab International Equity ETF
SCHF
$69.1B
– –
-22,200
Closed -$356K
SCHG icon
3662
Schwab US Large-Cap Growth ETF
SCHG
$62.6B
– –
-44,800
Closed -$466K
SCHR
3663
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
– –
-76,742
Closed -$2.11M
SCHW
3664
Charles Schwab
SCHW
$187B
– –
-3,354,700
Closed -$135M
SHOE
3665
Shoe Station Group
SHOE
$417M
– –
-54,200
Closed -$748K
SCZ icon
3666
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
– –
-4,300
Closed -$247K
SDOW icon
3667
ProShares UltraPro Short Dow 30
SDOW
$185M
– –
-1,263
Closed -$1M
OLOX
3668
Olenox Industries
OLOX
$4.28M
– –
0
– -$30K
SGRY icon
3669
Surgery Partners
SGRY
$1.99B
– –
-36,600
Closed -$298K
SIMO icon
3670
Silicon Motion
SIMO
$8.07B
– –
-5,279
Closed -$234K
SKM icon
3671
SK Telecom
SKM
$13.4B
– –
-20,820
Closed -$849K
SKYY icon
3672
First Trust Cloud Computing ETF
SKYY
$3.22B
– –
-8,400
Closed -$485K
SLYV icon
3673
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.05B
– –
-4,400
Closed -$267K
SMH icon
3674
VanEck Semiconductor ETF
SMH
$72.4B
– –
-195,754
Closed -$10.8M
SNN icon
3675
Smith & Nephew
SNN
$12.4B
– –
-206,850
Closed -$9.01M
145 146
147
148 149

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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.