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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
PEI
3901
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
– –
-2,453
Closed -$239K
CELP
3902
DELISTED
Cypress Environmental Partners, L.P.
CELP
– –
-13,100
Closed -$95K
TAT
3903
DELISTED
TransAtlantic Petroleum LTD.
TAT
– –
-34,831
Closed -$25K
MORL
3904
DELISTED
ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN
MORL
– –
-10,198
Closed -$146K
KEG
3905
DELISTED
Key Energy Services, Inc. Common Stock
KEG
– –
-138,020
Closed -$311K
TRCO
3906
DELISTED
TRIBUNE MEDIA COMPANY CLASS A
TRCO
– –
-2,242,200
Closed -$104M
TSS
3907
DELISTED
Total System Services, Inc.
TSS
– –
-219,865
Closed -$28.2M
EFII
3908
DELISTED
Electronics for Imaging
EFII
– –
-224,459
Closed -$8.29M
BIQI
3909
DELISTED
BIQI International Holdings Corporation Common Shares
BIQI
– –
-162,117
Closed -$113K
CCIH
3910
DELISTED
Chinacache International Holdings Ltd
CCIH
– –
-649,483
Closed -$287K
PLM
3911
DELISTED
PolyMet Mining Corp.
PLM
– –
-3,970
Closed -$17K
CWBC
3912
DELISTED
Community West BanCshares
CWBC
– –
-10,700
Closed -$103K
DO
3913
DELISTED
Diamond Offshore Drilling
DO
– –
-202,900
Closed -$1.8M
DOC
3914
DELISTED
PHYSICIANS REALTY TRUST
DOC
– –
-172,600
Closed -$3.01M
RHT
3915
DELISTED
Red Hat Inc
RHT
– –
-1,320,765
Closed -$248M
FNSR
3916
DELISTED
Finisar Corp
FNSR
– –
-2,534,500
Closed -$58M
HK
3917
DELISTED
Halcon Resources Corporation
HK
– –
-4,106,956
Closed -$726K
BHVN
3918
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
– –
-121,800
Closed -$5.33M
SPN
3919
DELISTED
Superior Energy Services, Inc.
SPN
– –
-269,619
Closed -$3.5M
TCF
3920
DELISTED
TCF Financial Corporation
TCF
– –
-213,700
Closed -$4.44M
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.