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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
HPE icon
2726
Hewlett Packard
HPE
$78.6B
$904K ﹤0.01%
60,500
-740,400
-92% -$11.2M
OBSV
2727
DELISTED
ObsEva SA Ordinary Shares
OBSV
$900K ﹤0.01%
79,600
+5,600
+8% +$70.5K
AAOI icon
2728
Applied Optoelectronics
AAOI
$12.6B
$898K ﹤0.01%
87,400
+22,300
+34% +$238K
SFLY
2729
DELISTED
Shutterfly, Inc.
SFLY
$895K ﹤0.01%
17,700
-787,400
-98% -$36M
DPLO
2730
DELISTED
DIPLOMAT PHARMACY, INC.
DPLO
$894K ﹤0.01%
146,800
+87,800
+149% +$467K
SPYV icon
2731
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
$891K ﹤0.01%
+28,500
New +$877K
VIRC icon
2732
Virco
VIRC
$95.3M
$890K ﹤0.01%
190,600
+2,600
+1% +$11.1K
ARAV
2733
DELISTED
Aravive, Inc. Common Stock
ARAV
$890K ﹤0.01%
148,265
+18,017
+14% +$112K
TMV icon
2734
Direxion Daily 20+ Year Treasury Bear 3X ETF
TMV
$195M
$887K ﹤0.01%
+26,160
New +$1.03M
BCLI
2735
DELISTED
BRAINSTORM CELL THERAPUTC
BCLI
$886K ﹤0.01%
14,958
+1,448
+11% +$84.3K
CVLG icon
2736
Covenant Logistics
CVLG
$899M
$884K ﹤0.01%
120,200
-6,200
-5% -$54.3K
FOR icon
2737
Forestar Group
FOR
$1.51B
$882K ﹤0.01%
45,100
+1,000
+2% +$18.4K
CETV
2738
DELISTED
Central European Media Enterprises Ltd
CETV
$882K ﹤0.01%
+202,279
New +$801K
ISTR icon
2739
Investar Holding Corp
ISTR
$427M
$879K ﹤0.01%
36,875
+3,475
+10% +$80.9K
NUGT icon
2740
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$1.21B
$878K ﹤0.01%
+6,400
New +$592K
AY
2741
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
$875K ﹤0.01%
38,600
-243,300
-86% -$5.15M
IMBI
2742
DELISTED
iMedia Brands, Inc. Class A Common Stock
IMBI
$875K ﹤0.01%
202,158
+3,900
+2% +$17K
OVID icon
2743
Ovid Therapeutics
OVID
$523M
$872K ﹤0.01%
471,609
+108,392
+30% +$194K
QBAK
2744
DELISTED
Qualstar Corp
QBAK
$871K ﹤0.01%
149,700
-7,500
-5% -$42.3K
CBU icon
2745
Community Bank
CBU
$3.47B
$869K ﹤0.01%
13,200
-94,100
-88% -$6.03M
AXR icon
2746
AMREP Corp
AXR
$118M
$868K ﹤0.01%
126,580
+11,600
+10% +$64.2K
LSTA icon
2747
Lisata Therapeutics
LSTA
$9.82M
$867K ﹤0.01%
25,356
+4,333
+21% +$193K
CBPO
2748
DELISTED
China Biologic Products Holdings, Inc.
CBPO
$867K ﹤0.01%
9,100
-21,900
-71% -$2.06M
MTL
2749
DELISTED
Mechel PAO American Depository Shares, each representing two ordinary shares (ADSs)
MTL
$865K ﹤0.01%
413,744
+48,229
+13% +$98.2K
SLDB icon
2750
Solid Biosciences
SLDB
$948M
$864K ﹤0.01%
10,020
+3,593
+56% +$392K
108 109
110
111 112

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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.