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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
TQQQ icon
3701
ProShares UltraPro QQQ
TQQQ
$37.5B
– –
-56,800
Closed -$439K
TRGP icon
3702
Targa Resources
TRGP
$57.7B
– –
-182,486
Closed -$7.16M
TRI icon
3703
Thomson Reuters
TRI
$43.9B
– –
-41,949
Closed -$2.85M
TRMD icon
3704
TORM
TRMD
$2.93B
– –
-37,716
Closed -$328K
TROX icon
3705
Tronox
TROX
$968M
– –
-479,900
Closed -$6.13M
TRX icon
3706
TRX Gold Corp
TRX
$354M
– –
-41,672
Closed -$36K
TTWO icon
3707
Take-Two Interactive
TTWO
$45.5B
– –
-49,850
Closed -$5.66M
TWST icon
3708
Twist Bioscience
TWST
$7.74B
– –
-32,000
Closed -$928K
TXT icon
3709
Textron
TXT
$15.1B
– –
-39,300
Closed -$2.08M
UA icon
3710
Under Armour Class C
UA
$2.22B
– –
-33,207
Closed -$737K
UAA icon
3711
Under Armour
UAA
$2.26B
– –
-94,800
Closed -$2.4M
UAN icon
3712
CVR Partners
UAN
$1.28B
– –
-2,360
Closed -$97K
UBSI icon
3713
United Bankshares
UBSI
$6.62B
– –
-43,804
Closed -$1.63M
UHAL icon
3714
U-Haul Holding Co
UHAL
$14.2B
– –
-14,510
Closed -$549K
UIS icon
3715
Unisys
UIS
$206M
– –
-274,433
Closed -$2.67M
ULTA icon
3716
Ulta Beauty
ULTA
$23B
– –
-329,100
Closed -$114M
USB icon
3717
US Bancorp
USB
$101B
– –
-265,100
Closed -$13.9M
VATE icon
3718
INNOVATE Corp
VATE
$107M
– –
-10,169
Closed -$240K
VCR icon
3719
Vanguard Consumer Discretionary ETF
VCR
$6.08B
– –
-1,400
Closed -$251K
VEA icon
3720
Vanguard FTSE Developed Markets ETF
VEA
$238B
– –
-29,287
Closed -$1.22M
VGT icon
3721
Vanguard Information Technology ETF
VGT
$149B
– –
-29,600
Closed -$780K
VHT icon
3722
Vanguard Health Care ETF
VHT
$19B
– –
-2,300
Closed -$400K
VIRT icon
3723
Virtu Financial
VIRT
$5B
– –
-462,700
Closed -$10.1M
VNQ icon
3724
Vanguard Real Estate ETF
VNQ
$38.5B
– –
-16,700
Closed -$1.46M
VNQI icon
3725
Vanguard Global ex-US Real Estate ETF
VNQI
$3.53B
– –
-4,500
Closed -$266K
147 148
149
150 151

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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.