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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
SDOW icon
2676
ProShares UltraPro Short Dow 30
SDOW
$186M
$1M ﹤0.01%
+1,263
New +$1.08M
AATC
2677
DELISTED
Autoscope Technologies Corporation Common Stock
AATC
$1M ﹤0.01%
200,350
+3,750
+2% +$19.3K
LFCR icon
2678
Lifecore Biomedical
LFCR
$175M
$1M ﹤0.01%
106,737
-38,900
-27% -$393K
CVE icon
2679
Cenovus Energy
CVE
$57.6B
$999K ﹤0.01%
113,300
-390,200
-77% -$3.52M
IUSV icon
2680
iShares Core S&P US Value ETF
IUSV
$28B
$997K ﹤0.01%
17,600
+9,700
+123% +$540K
PHLT
2681
DELISTED
Performant Healthcare Inc
PHLT
$992K ﹤0.01%
944,839
+10,900
+1% +$18.4K
CDMO
2682
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
$991K ﹤0.01%
177,006
-49,524
-22% -$204K
EZA icon
2683
iShares MSCI South Africa ETF
EZA
$560M
$990K ﹤0.01%
18,100
-24,500
-58% -$1.34M
TAN icon
2684
Invesco Solar ETF
TAN
$1.37B
$989K ﹤0.01%
+35,000
New +$906K
RAD
2685
DELISTED
Rite Aid Corporation
RAD
$986K ﹤0.01%
+123,100
New +$1.06M
XLV icon
2686
State Street Health Care Select Sector SPDR ETF
XLV
$43.8B
$982K ﹤0.01%
10,600
-26,700
-72% -$2.4M
IXJ icon
2687
iShares Global Healthcare ETF
IXJ
$4.2B
$981K ﹤0.01%
+15,900
New +$953K
SOL
2688
DELISTED
Emeren Group
SOL
$979K ﹤0.01%
764,710
+11,500
+2% +$16.7K
REI icon
2689
Ring Energy
REI
$354M
$978K ﹤0.01%
300,900
+197,081
+190% +$877K
XMMO icon
2690
Invesco S&P MidCap Momentum ETF
XMMO
$7.66B
$976K ﹤0.01%
+16,600
New +$962K
MFNC
2691
DELISTED
Mackinac Financial Corporation
MFNC
$976K ﹤0.01%
61,800
+25,100
+68% +$396K
RBCN
2692
DELISTED
Rubicon Technology, Inc.
RBCN
$973K ﹤0.01%
117,288
+12,920
+12% +$104K
AC
2693
DELISTED
Associated Capital Group
AC
$972K ﹤0.01%
26,130
+8,140
+45% +$312K
PACD
2694
DELISTED
Pacific Drilling S.A. Common Shares
PACD
$968K ﹤0.01%
+76,800
New +$1.07M
LPCN icon
2695
Lipocine
LPCN
$17.7M
$967K ﹤0.01%
29,156
+5,232
+22% +$161K
MDWD icon
2696
MediWound
MDWD
$175M
$966K ﹤0.01%
40,843
-6,114
-13% -$189K
GSUM
2697
DELISTED
Gridsum Holding Inc.
GSUM
$964K ﹤0.01%
346,787
+70,248
+25% +$233K
DEST
2698
DELISTED
Destination Maternity Corporation
DEST
$961K ﹤0.01%
728,300
+2,400
+0.3% +$4.35K
AER icon
2699
AerCap
AER
$23.7B
$957K ﹤0.01%
+18,400
New +$902K
MRTN icon
2700
Marten Transport
MRTN
$1.25B
$957K ﹤0.01%
79,050
-24,692
-24% -$308K
106 107
108
109 110

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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.