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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
TST
3876
DELISTED
TheStreet, Inc.
TST
– –
-302,404
Closed -$1.85M
UPL
3877
DELISTED
Ultra Petroleum Corp. Common Stock
UPL
– –
-1,845,082
Closed -$332K
CTRL
3878
DELISTED
Control4 Corporation
CTRL
– –
-619,900
Closed -$14.7M
UQM
3879
DELISTED
UQM Technologies, Inc.
UQM
– –
-463,899
Closed -$765K
ARRY
3880
DELISTED
Array Biopharma Inc
ARRY
– –
-1,344,652
Closed -$62.3M
LEXEA
3881
DELISTED
Liberty Expedia Holdings, Inc. Class A Common Stock
LEXEA
– –
-355,600
Closed -$17M
HFBC
3882
DELISTED
HopFed Bancorp Inc
HFBC
– –
-20,400
Closed -$387K
PETX
3883
DELISTED
Aratana Therapeutics, Inc.
PETX
– –
-408,889
Closed -$2.11M
BRSS
3884
DELISTED
Global Brass & Copper Hldgs, Inc
BRSS
– –
-1,337,300
Closed -$58.5M
HTZ.RT
3885
DELISTED
Hertz Global Holdings
HTZ.RT
– –
-5,160,735
Closed -$10.1M
AMBR
3886
DELISTED
Amber Road Inc
AMBR
– –
-1,149,600
Closed -$15M
HF
3887
DELISTED
HFF Inc.
HF
– –
-250,600
Closed -$11.4M
CZFC
3888
DELISTED
Citizens First Corporation
CZFC
– –
-8,900
Closed -$229K
SDLP
3889
DELISTED
SEADRILL PARTNERS LLC
SDLP
– –
-15,260
Closed -$57K
LION
3890
DELISTED
Fidelity Southern Corporation
LION
– –
-207,300
Closed -$6.42M
MFGP
3891
DELISTED
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
– –
-31,665
Closed -$829K
CEI
3892
DELISTED
Camber Energy, Inc
CEI
– –
-11
Closed -$99K
MEET
3893
DELISTED
The Meet Group, Inc. Common Stock
MEET
– –
-221,554
Closed -$771K
ASCMA
3894
DELISTED
Ascent Capital Group, Inc. Series A
ASCMA
– –
-932,307
Closed -$1.01M
ARCW
3895
DELISTED
ARC Group Worldwide, Inc
ARCW
– –
-214,000
Closed -$96K
ESV
3896
DELISTED
Ensco Rowan plc
ESV
– –
-1,081,383
Closed -$9.22M
HYGS
3897
DELISTED
Hydrogenics Corp
HYGS
– –
-54,250
Closed -$806K
BKSC
3898
DELISTED
Bank of South Carolina
BKSC
– –
-11,370
Closed -$215K
HSKA
3899
DELISTED
Heska Corp
HSKA
– –
-3,300
Closed -$281K
CEMI
3900
DELISTED
Chembio diagnostics, Inc.
CEMI
– –
-34,500
Closed -$210K
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.