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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
VO icon
3726
Vanguard Morningstar Mid-Cap ETF
VO
$109B
– –
-6,400
Closed -$267K
VOC icon
3727
VOC Energy
VOC
$53.2M
– –
-22,100
Closed -$112K
VONE icon
3728
Vanguard Russell 1000 ETF
VONE
$8.65B
– –
-1,900
Closed -$256K
VONG icon
3729
Vanguard Russell 1000 Growth ETF
VONG
$45.4B
– –
-16,000
Closed -$649K
VOOG icon
3730
Vanguard S&P 500 Growth ETF
VOOG
$27.1B
– –
-21,000
Closed -$564K
VOT icon
3731
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.8B
– –
-3,700
Closed -$552K
VOYA icon
3732
Voya Financial
VOYA
$8.9B
– –
-92,800
Closed -$5.13M
VPL icon
3733
Vanguard FTSE Pacific ETF
VPL
$8.42B
– –
-5,500
Closed -$363K
VRNA
3734
DELISTED
Verona Pharma
VRNA
– –
-10,300
Closed -$53K
VRNS icon
3735
Varonis Systems
VRNS
$4.84B
– –
-221,100
Closed -$4.57M
VRSK icon
3736
Verisk Analytics
VRSK
$23.6B
– –
-255,800
Closed -$37.5M
VSS icon
3737
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
– –
-8,600
Closed -$905K
VSTM icon
3738
Verastem
VSTM
$638M
– –
-81,600
Closed -$1.48M
VT icon
3739
Vanguard Total World Stock ETF
VT
$81.1B
– –
-2,800
Closed -$210K
VUG icon
3740
Vanguard Morningstar Growth ETF
VUG
$228B
– –
-28,200
Closed -$768K
VXUS icon
3741
Vanguard Total International Stock ETF
VXUS
$162B
– –
-23,900
Closed -$1.26M
WBA
3742
DELISTED
Walgreens Boots Alliance
WBA
– –
-343,500
Closed -$18.8M
WH icon
3743
Wyndham Hotels & Resorts
WH
$5.38B
– –
-101,100
Closed -$5.63M
WLKP icon
3744
Westlake Chemical Partners
WLKP
$760M
– –
-33,831
Closed -$832K
WPC icon
3745
W.P. Carey
WPC
$15.9B
– –
-52,888
Closed -$4.21M
WRAP icon
3746
Wrap Technologies
WRAP
$104M
– –
-48,100
Closed -$299K
WRB icon
3747
W.R. Berkley
WRB
$26B
– –
-43,538
Closed -$1.28M
WSM icon
3748
Williams-Sonoma
WSM
$29.5B
– –
-84,600
Closed -$2.75M
WTW icon
3749
Willis Towers Watson
WTW
$31.8B
– –
-225,220
Closed -$43.1M
WVE icon
3750
Wave Life Sciences
WVE
$993M
– –
-19,100
Closed -$498K
148 149
150
151 152

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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.