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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
SPIB icon
3676
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
– –
-7,600
Closed -$265K
SPLV icon
3677
Invesco S&P 500 Low Volatility ETF
SPLV
$7.16B
– –
-14,900
Closed -$820K
SPTM icon
3678
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
– –
-10,200
Closed -$372K
SPXC icon
3679
SPX Corp
SPXC
$11B
– –
-37,300
Closed -$1.23M
SPYG icon
3680
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.2B
– –
-26,100
Closed -$1.01M
SSD icon
3681
Simpson Manufacturing
SSD
$8.12B
– –
-11,500
Closed -$764K
SSNC icon
3682
SS&C Technologies
SSNC
$18.4B
– –
-311,600
Closed -$18M
STAA icon
3683
STAAR Surgical
STAA
$1.23B
– –
-191,600
Closed -$5.63M
STKS icon
3684
The ONE Group
STKS
$55.9M
– –
-30,445
Closed -$97K
STM icon
3685
STMicroelectronics
STM
$50.5B
– –
-515,925
Closed -$9.16M
STPZ icon
3686
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$524M
– –
-6,500
Closed -$342K
STT icon
3687
State Street
STT
$51.8B
– –
-429,031
Closed -$24.1M
SUN icon
3688
Sunoco
SUN
$14B
– –
-102,700
Closed -$3.21M
SUP
3689
DELISTED
Superior Industries International
SUP
– –
-150,700
Closed -$521K
SVT
3690
DELISTED
Servotronics
SVT
– –
-10,300
Closed -$99K
SWKS icon
3691
Skyworks Solutions
SWKS
$10.2B
– –
-9,774
Closed -$755K
SYK icon
3692
Stryker
SYK
$131B
– –
-140,200
Closed -$28.8M
T icon
3693
AT&T
T
$167B
– –
-309,930
Closed -$7.84M
TAN icon
3694
Invesco Solar ETF
TAN
$1.4B
– –
-35,000
Closed -$989K
TBT icon
3695
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$307M
– –
-188,680
Closed -$5.46M
TH icon
3696
Target Hospitality
TH
$1.68B
– –
-62,300
Closed -$567K
THS
3697
DELISTED
Treehouse Foods
THS
– –
-199,100
Closed -$10.8M
TIGR
3698
UP Fintech Holding
TIGR
$838M
– –
-45,700
Closed -$255K
TMV icon
3699
Direxion Daily 20+ Year Treasury Bear 3X ETF
TMV
$193M
– –
-26,160
Closed -$887K
TPR icon
3700
Tapestry
TPR
$31.6B
– –
-631,400
Closed -$20M
146 147
148
149 150

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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.