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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
APTO
3801
DELISTED
Aptose Biosciences, Inc.
APTO
– –
-48
Closed -$56K
BSMX
3802
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
– –
-1,586,626
Closed -$12.1M
PRVB
3803
DELISTED
Provention Bio, Inc. Common Stock
PRVB
– –
-15,600
Closed -$189K
NVCN
3804
DELISTED
Neovasc Inc.
NVCN
– –
-790
Closed -$95K
IAA
3805
DELISTED
IAA, Inc. Common Stock
IAA
– –
-103,600
Closed -$4.02M
MYOV
3806
DELISTED
Myovant Sciences Ltd.
MYOV
– –
-20,300
Closed -$184K
ALBO
3807
DELISTED
Albireo Pharma Inc
ALBO
– –
-10,248
Closed -$330K
REED
3808
DELISTED
Reeds, Inc. Common Stock
REED
– –
-2,290
Closed -$433K
BNFT
3809
DELISTED
Benefitfocus, Inc.
BNFT
– –
-116,945
Closed -$3.17M
TCDA
3810
DELISTED
Tricida, Inc. Common Stock
TCDA
– –
-7,700
Closed -$304K
CLVS
3811
DELISTED
Clovis Oncology, Inc.
CLVS
– –
-84,900
Closed -$1.26M
PBFX
3812
DELISTED
PBF LOGISTICS LP
PBFX
– –
-60,600
Closed -$1.28M
ZEN
3813
DELISTED
ZENDESK INC
ZEN
– –
-294,800
Closed -$26.2M
CVET
3814
DELISTED
Covetrus, Inc. Common Stock
CVET
– –
-254,800
Closed -$6.23M
CTXS
3815
DELISTED
Citrix Systems Inc
CTXS
– –
-727,790
Closed -$71.4M
TYME
3816
DELISTED
Tyme Technologies, Inc. Common Stock
TYME
– –
-168,600
Closed -$206K
USAK
3817
DELISTED
USA Truck Inc
USAK
– –
-125,600
Closed -$1.27M
POLY
3818
DELISTED
Plantronics, Inc.
POLY
– –
-11,800
Closed -$437K
GSV
3819
DELISTED
Gold Standard Ventures Corp.
GSV
– –
-138,000
Closed -$146K
XENT
3820
DELISTED
Intersect ENT, Inc
XENT
– –
-80,200
Closed -$1.82M
HMHC
3821
DELISTED
Houghton Mifflin Harcourt Company
HMHC
– –
-378,100
Closed -$2.18M
ARNA
3822
DELISTED
Arena Pharmaceuticals Inc
ARNA
– –
-32,816
Closed -$1.92M
NUAN
3823
DELISTED
Nuance Communications, Inc.
NUAN
– –
-196,183
Closed -$2.71M
OMP
3824
DELISTED
Oasis Midstream Partners LP Common Units Representing Limited Partner Interests
OMP
– –
-77,567
Closed -$1.67M
RDS.B
3825
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
– –
-65,227
Closed -$4.29M
151 152
153
154 155

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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.