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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
XONE
3826
DELISTED
The ExOne Company
XONE
– –
-55,981
Closed -$522K
GPX
3827
DELISTED
GP Strategies Corp.
GPX
– –
-30,523
Closed -$460K
XEC
3828
DELISTED
CIMAREX ENERGY CO
XEC
– –
-580,932
Closed -$34.5M
TRMT
3829
DELISTED
Tremont Mortgage Trust Common Shares of Beneficial Interest
TRMT
– –
-12,001
Closed -$50K
TBIO
3830
DELISTED
Translate Bio, Inc. Common Stock
TBIO
– –
-34,000
Closed -$429K
HOME
3831
DELISTED
At Home Group Inc.
HOME
– –
-396,583
Closed -$2.64M
FLIR
3832
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
– –
-81,960
Closed -$4.43M
WDR
3833
DELISTED
Waddell & Reed Financial, Inc.
WDR
– –
-497,700
Closed -$8.3M
PS
3834
DELISTED
Pluralsight, Inc. Class A Common Stock
PS
– –
-656,100
Closed -$19.9M
EV
3835
DELISTED
Eaton Vance Corp.
EV
– –
-24,300
Closed -$1.05M
ZAGG
3836
DELISTED
ZAGG Inc Common Stock (Delaware)
ZAGG
– –
-14,800
Closed -$103K
EIDX
3837
DELISTED
Eidos Therapeutics, Inc. Common Stock
EIDX
– –
-10,700
Closed -$333K
TCO
3838
DELISTED
Taubman Centers Inc.
TCO
– –
-45,100
Closed -$1.84M
MYOK
3839
DELISTED
MyoKardia, Inc. Common Stock
MYOK
– –
-123,500
Closed -$6.19M
MR
3840
DELISTED
Montage Resources Corporation Common Stock
MR
– –
-74,620
Closed -$455K
WMGI
3841
DELISTED
Wright Medical Group Inc
WMGI
– –
-493,207
Closed -$14.7M
AKCA
3842
DELISTED
Akcea Therapeutics Inc
AKCA
– –
-19,200
Closed -$450K
VSLR
3843
DELISTED
VIVINT SOLAR, INC.
VSLR
– –
-81,230
Closed -$593K
PRNB
3844
DELISTED
Principia Biopharma Inc. Common Stock
PRNB
– –
-10,900
Closed -$362K
MJCO
3845
DELISTED
Majesco
MJCO
– –
-19,400
Closed -$181K
PER
3846
DELISTED
SANDRIDGE PERMIAN TRUST
PER
– –
-30,467
Closed -$55K
FSCT
3847
DELISTED
ForeScout Technologies, Inc. Common Stock
FSCT
– –
-7,100
Closed -$240K
CHAP
3848
DELISTED
Chaparral Energy, Inc.
CHAP
– –
-26,800
Closed -$126K
TLRD
3849
DELISTED
Tailored Brands, Inc.
TLRD
– –
-467,700
Closed -$2.7M
PTLA
3850
DELISTED
Portola Pharmaceuticals, Inc.
PTLA
– –
-10,058
Closed -$273K
152 153
154
155 156

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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.