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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
ATXI
3776
DELISTED
Avenue Therapeutics, Inc. Common Stock
ATXI
– –
-14
Closed -$101K
SILV
3777
DELISTED
SilverCrest Metals Inc. Common Shares
SILV
– –
-36,500
Closed -$148K
SCWX
3778
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
– –
-40,165
Closed -$534K
B
3779
DELISTED
Barnes Group Inc.
B
– –
-167,500
Closed -$9.44M
USAP
3780
DELISTED
Universal Stainless & Alloy
USAP
– –
-22,100
Closed -$354K
BYU
3781
DELISTED
BAIYU Holdings, Inc. Common Stock
BYU
– –
-236
Closed -$34K
SAVE
3782
DELISTED
Spirit Airlines, Inc.
SAVE
– –
-58,800
Closed -$2.81M
EVA
3783
DELISTED
Enviva Inc.
EVA
– –
-77,700
Closed -$2.44M
PRFT
3784
DELISTED
Perficient Inc
PRFT
– –
-122,632
Closed -$4.21M
SWN
3785
DELISTED
Southwestern Energy Company
SWN
– –
-402,000
Closed -$1.27M
MMAT
3786
DELISTED
Meta Materials Inc. Common Stock
MMAT
– –
-455
Closed -$129K
CONN
3787
DELISTED
Conn's Inc.
CONN
– –
-40,568
Closed -$723K
EVBG
3788
DELISTED
Everbridge, Inc. Common Stock
EVBG
– –
-192,000
Closed -$17.2M
AMJ
3789
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
– –
-36,100
Closed -$906K
FUV
3790
DELISTED
Arcimoto, Inc. Common Stock
FUV
– –
-1,110
Closed -$72K
MDC
3791
DELISTED
M.D.C. Holdings, Inc.
MDC
– –
-16,865
Closed -$512K
AYX
3792
DELISTED
Alteryx Inc
AYX
– –
-391,298
Closed -$42.7M
SIEN
3793
DELISTED
Sientra, Inc.
SIEN
– –
-10,590
Closed -$652K
NVTA
3794
DELISTED
Invitae Corporation
NVTA
– –
-374,382
Closed -$8.8M
GHL
3795
DELISTED
Greenhill & Co., Inc.
GHL
– –
-117,800
Closed -$1.6M
SCU
3796
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
– –
-33,014
Closed -$758K
NATI
3797
DELISTED
National Instruments Corp
NATI
– –
-233,666
Closed -$9.81M
PRTK
3798
DELISTED
Paratek Pharmaceuticals, Inc.
PRTK
– –
-125,149
Closed -$499K
IDEX
3799
DELISTED
Ideanomics, Inc. Common Stock
IDEX
– –
-290
Closed -$89K
ATTO
3800
DELISTED
Atento S.A.
ATTO
– –
-7,758
Closed -$97K
150 151
152
153 154

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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.