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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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
+3.08%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$114B
AUM Growth
+$3.58B
Cap. Flow
+$1.84B
Cap. Flow %
1.62%
Top 10 Hldgs %
9.08%
Holding
3,913
New
495
Increased
1,847
Reduced
1,145
Closed
397

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$453M
2
CELG
Celgene Corp
CELG
+$391M
3
BMY icon
Bristol-Myers Squibb
BMY
+$389M
4
GE icon
GE Aerospace
GE
+$378M
5
JNJ icon
Johnson & Johnson
JNJ
+$356M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$307M
2
COST icon
Costco
COST
+$279M
3
LOW icon
Lowe's Companies
LOW
+$273M
4
MSFT icon
Microsoft
MSFT
+$230M
5
CVX icon
Chevron
CVX
+$225M

Sector Composition

Rank Sector Weight
1 Healthcare 18.07%
2 Technology 14.35%
3 Financials 11.23%
4 Consumer Discretionary 9.93%
5 Real Estate 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TRIB
2626
Trinity Biotech
TRIB
$7.76M
$1.13M ﹤0.01%
4,570
+478
+12% +$171K
TBF icon
2627
ProShares Short 20+ Year Treasury ETF
TBF
$107M
$1.12M ﹤0.01%
55,100
+19,500
+55% +$417K
CYRN
2628
DELISTED
CYREN Ltd.
CYRN
$1.12M ﹤0.01%
32,438
+306
+1% +$11.7K
BEP icon
2629
Brookfield Renewable
BEP
$10.5B
$1.12M ﹤0.01%
60,682
-14,449
-19% -$249K
NTRP
2630
DELISTED
Neurotrope, Inc. Common
NTRP
$1.11M ﹤0.01%
138,433
-21,014
-13% -$141K
HDV
2631
iShares Core High Dividend ETF
HDV
$15.1B
$1.11M ﹤0.01%
58,500
+3,500
+6% +$65.7K
ONEQ icon
2632
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.9B
$1.1M ﹤0.01%
35,000
+23,000
+192% +$712K
ATAXZ
2633
DELISTED
AMERICA FIRST TAX EXEMT INV LP
ATAXZ
$1.1M ﹤0.01%
154,300
-41,702
-21% -$297K
LNC icon
2634
Lincoln National
LNC
$8.76B
$1.09M ﹤0.01%
16,974
+4,174
+33% +$267K
BSQR
2635
DELISTED
BSQUARE Corporation
BSQR
$1.09M ﹤0.01%
936,979
+2,300
+0.2% +$3.83K
LEMB icon
2636
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$724M
$1.08M ﹤0.01%
23,450
+550
+2% +$24.3K
PZA icon
2637
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.26B
$1.08M ﹤0.01%
41,400
-7,000
-14% -$181K
EMMS
2638
DELISTED
Emmis Communications Corp
EMMS
$1.08M ﹤0.01%
242,359
+7,718
+3% +$27.8K
HCR
2639
DELISTED
Hi-Crush Inc. Common Stock
HCR
$1.08M ﹤0.01%
+439,403
New +$1.37M
BDSI
2640
DELISTED
BioDelivery Sciences International, Inc.
BDSI
$1.08M ﹤0.01%
232,500
-151,500
-39% -$705K
MRSN
2641
DELISTED
Mersana Therapeutics
MRSN
$1.08M ﹤0.01%
10,641
+3,660
+52% +$431K
MLVF
2642
DELISTED
Malvern Bancorp, Inc.
MLVF
$1.07M ﹤0.01%
48,852
+7,500
+18% +$154K
AT
2643
DELISTED
Atlantic Power Corporation
AT
$1.07M ﹤0.01%
443,235
-435,000
-50% -$1.04M
FOCS
2644
DELISTED
Focus Financial Partners Inc. Class A
FOCS
$1.07M ﹤0.01%
+39,200
New +$1.28M
ITCI
2645
DELISTED
Intra-Cellular Therapies Inc.
ITCI
$1.07M ﹤0.01%
82,300
-1,600
-2% -$20.5K
ATRS
2646
DELISTED
Antares Pharma, Inc.
ATRS
$1.07M ﹤0.01%
324,328
-88,500
-21% -$256K
MBOT icon
2647
Microbot Medical
MBOT
$108M
$1.06M ﹤0.01%
206,887
+10,838
+6% +$71.8K
CEA
2648
DELISTED
China Eastern Airlines
CEA
$1.06M ﹤0.01%
36,170
-8,730
-19% -$280K
ERUS
2649
DELISTED
iShares MSCI Russia ETF
ERUS
$1.06M ﹤0.01%
+26,900
New +$986K
IXUS icon
2650
iShares Core MSCI Total International Stock ETF
IXUS
$60.8B
$1.06M ﹤0.01%
18,000
+13,500
+300% +$787K
104 105
106
107 108

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Jim Simons's Q2 2019 Portfolio in Review

As of Q2 2019, Jim Simons held 3,913 positions worth $114B, up 3.3% from $110B the previous quarter. Its ten largest holdings account for 9.1% of the portfolio.

Jim Simons's Q2 2019 filing shows 495 new, 1,847 increased, 1,145 reduced and 397 closed positions. Its largest new stake was Apple: 9,290,160 shares worth $460M. The largest sale was UnitedHealth, an estimated $307M.

By sector, the portfolio is most concentrated in Healthcare at 18% of assets, up from 17% a quarter earlier, followed by Technology and Financials.

  • Jim Simons's largest Q2 2019 buy was Apple: 9,290,160 shares worth $460M.
  • Jim Simons added most to Celgene Corp in Q2 2019, an estimated $391M increase.
  • Jim Simons's biggest Q2 2019 reduction was Microsoft, cutting an estimated $230M.
  • Jim Simons fully exited UnitedHealth in Q2 2019, selling an estimated $307M.
  • Jim Simons's ten largest holdings make up 9.1% of its $114B portfolio in Q2 2019.
  • Jim Simons opened 495 new positions and closed 397 in Q2 2019.
  • Jim Simons's portfolio value rose 3.3% quarter-over-quarter to $114B.

Based on Renaissance Technologies's 13F filing for Q2 2019, filed 12 Aug 2019.