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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
XAR icon
3751
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.62B
– –
-3,400
Closed -$353K
XERS icon
3752
Xeris Biopharma Holdings
XERS
$1.53B
– –
-19,700
Closed -$225K
XES icon
3753
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$390M
– –
-3,420
Closed -$329K
XNCR icon
3754
Xencor
XNCR
$1.64B
– –
-30,500
Closed -$1.25M
XOMA
3755
DELISTED
Xoma
XOMA
– –
-10,700
Closed -$159K
XPH icon
3756
State Street SPDR S&P Pharmaceuticals ETF
XPH
$509M
– –
-7,400
Closed -$295K
XRX icon
3757
Xerox
XRX
$423M
– –
-354,024
Closed -$12.5M
XRT icon
3758
State Street SPDR S&P Retail ETF
XRT
$645M
– –
-121,020
Closed -$5.13M
YANG icon
3759
Direxion Daily FTSE China Bear 3X ETF
YANG
$92.9M
– –
-545
Closed -$500K
ZBH icon
3760
Zimmer Biomet
ZBH
$18.5B
– –
-374,199
Closed -$42.8M
ZBRA icon
3761
Zebra Technologies
ZBRA
$18.1B
– –
-31,642
Closed -$6.63M
ZS icon
3762
Zscaler
ZS
$28.9B
– –
-711,900
Closed -$54.6M
CNH
3763
CNH Industrial
CNH
$17.1B
– –
-502,113
Closed -$4.49M
TECX
3764
Tectonic Therapeutic
TECX
$623M
– –
-1,325
Closed -$259K
QCLS
3765
Q/C Technologies Inc
QCLS
$22.7M
– –
0
– -$11K
NBIS
3766
Nebius Group N.V.
NBIS
$49.1B
– –
-258,100
Closed -$9.81M
CCEC
3767
Capital Clean Energy Carriers
CCEC
$1.35B
– –
-50,449
Closed -$530K
AAMI
3768
Acadian Asset Management
AAMI
$3.25B
– –
-591,200
Closed -$6.75M
XYZ
3769
Block Inc
XYZ
$47.5B
– –
-4,400
Closed -$319K
ACCS
3770
ACCESS Newswire
ACCS
$20.8M
– –
-20,300
Closed -$227K
QVCGA
3771
DELISTED
QVC Group Inc Series A
QVCGA
– –
-29,999
Closed -$18M
BERY
3772
DELISTED
Berry Global Group, Inc.
BERY
– –
-326,631
Closed -$15.8M
NVRO
3773
DELISTED
NEVRO CORP.
NVRO
– –
-127,400
Closed -$8.26M
ITCI
3774
DELISTED
Intra-Cellular Therapies Inc.
ITCI
– –
-82,300
Closed -$1.07M
ALTR
3775
DELISTED
Altair Engineering Inc
ALTR
– –
-87,500
Closed -$3.53M
149 150
151
152 153

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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.