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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
PIR
3851
DELISTED
Pier 1 Imports, Inc.
PIR
– –
-113,097
Closed -$852K
ONCE
3852
DELISTED
Spark Therapeutics, Inc. Common Stock
ONCE
– –
-389,700
Closed -$39.9M
SNNA
3853
DELISTED
Sienna Biopharmaceuticals, Inc.
SNNA
– –
-586,294
Closed -$510K
AVDR
3854
DELISTED
Avedro, Inc Common Stock
AVDR
– –
-16,300
Closed -$320K
OAK
3855
DELISTED
OAKTREE CAPITAL GROUP, LLC
OAK
– –
-736,570
Closed -$36.5M
TOWR
3856
DELISTED
Tower International, Inc.
TOWR
– –
-295,600
Closed -$5.76M
SFLY
3857
DELISTED
Shutterfly, Inc.
SFLY
– –
-17,700
Closed -$895K
SKIS
3858
DELISTED
Peak Resorts, Inc.
SKIS
– –
-179,601
Closed -$853K
AMR
3859
DELISTED
Alta Mesa Resources Inc
AMR
– –
-349,023
Closed -$51K
MSL
3860
DELISTED
Midsouth Bancorp, Inc.
MSL
– –
-445,300
Closed -$5.28M
IMI
3861
DELISTED
Intermolecular, Inc.
IMI
– –
-1,583,367
Closed -$1.85M
EMCI
3862
DELISTED
EMC INS Group Inc
EMCI
– –
-394,865
Closed -$14.2M
AQ
3863
DELISTED
Aquantia Corp. Common Stock
AQ
– –
-521,700
Closed -$6.8M
TRK
3864
DELISTED
Speedway Motorsports, Inc.
TRK
– –
-417,537
Closed -$7.75M
FRED
3865
DELISTED
Fred's Inc
FRED
– –
-661,294
Closed -$325K
BT
3866
DELISTED
BT Group plc (ADR)
BT
– –
-2,196,400
Closed -$28M
CLDC
3867
DELISTED
China Lending Corporation Ordinary Shares
CLDC
– –
-52,300
Closed -$51K
HLTH
3868
DELISTED
Nobilis Health Corp.
HLTH
– –
-36,364
Closed -$5K
MBTF
3869
DELISTED
MBT Financial Corporation
MBTF
– –
-697,147
Closed -$6.99M
WAGE
3870
DELISTED
WageWorks, Inc.
WAGE
– –
-1,106,635
Closed -$56.2M
PCMI
3871
DELISTED
PCM, Inc
PCMI
– –
-188,500
Closed -$6.61M
DVCR
3872
DELISTED
Diversicare Healthcare Services Inc
DVCR
– –
-119,700
Closed -$448K
TRNX
3873
DELISTED
Taronis Technologies, Inc. Common Stock
TRNX
– –
-151,820
Closed -$114K
APU
3874
DELISTED
AmeriGas Partners, L.P.
APU
– –
-7,700
Closed -$268K
HIVE
3875
DELISTED
Aerohive Networks
HIVE
– –
-4,265,120
Closed -$18.9M
153 154
155
156 157

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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.