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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
HBMD
2776
DELISTED
Howard Bancorp, Inc. Common Stock
HBMD
$834K ﹤0.01%
55,000
-2,800
-5% -$39.8K
WLKP icon
2777
Westlake Chemical Partners
WLKP
$762M
$832K ﹤0.01%
33,831
+9,915
+41% +$229K
MFGP
2778
DELISTED
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
$829K ﹤0.01%
+31,665
New +$836K
CAAS icon
2779
China Automotive Systems
CAAS
$139M
$827K ﹤0.01%
346,124
+20,433
+6% +$52.8K
FET icon
2780
Forum Energy Technologies
FET
$945M
$827K ﹤0.01%
12,090
-18,010
-60% -$1.71M
FLNA
2781
Filana Therapeutics
FLNA
$44.8M
$826K ﹤0.01%
682,792
+98,900
+17% +$112K
HBP
2782
DELISTED
Huttig Building Products, Inc.
HBP
$826K ﹤0.01%
320,106
+7,800
+2% +$20.7K
SIGI icon
2783
Selective Insurance
SIGI
$5.58B
$823K ﹤0.01%
10,994
-49,800
-82% -$3.55M
TCON
2784
DELISTED
TRACON Pharmaceuticals, Inc. Common Stock
TCON
$822K ﹤0.01%
6,046
+899
+17% +$142K
INSE icon
2785
Inspired Entertainment
INSE
$164M
$821K ﹤0.01%
97,270
+13,170
+16% +$102K
RDVT icon
2786
Red Violet
RDVT
$1.14B
$820K ﹤0.01%
66,114
+45,614
+223% +$454K
SPLV icon
2787
Invesco S&P 500 Low Volatility ETF
SPLV
$7.22B
$820K ﹤0.01%
14,900
+4,200
+39% +$226K
SIC
2788
DELISTED
Select Interior Concepts, Inc. Class A Common Stock
SIC
$817K ﹤0.01%
+70,100
New +$832K
FWDI
2789
Forward Industries Inc
FWDI
$291M
$814K ﹤0.01%
70,781
-580
-0.8% -$8.01K
MPB icon
2790
Mid Penn Bancorp
MPB
$976M
$813K ﹤0.01%
+32,597
New +$803K
ICBK
2791
DELISTED
County Bancorp, Inc. Common Stock
ICBK
$808K ﹤0.01%
47,300
+21,100
+81% +$370K
EBMT icon
2792
Eagle Bancorp Montana
EBMT
$189M
$806K ﹤0.01%
48,560
+3,237
+7% +$54.4K
TILE icon
2793
Interface
TILE
$2.22B
$806K ﹤0.01%
52,606
-147,900
-74% -$2.33M
HYGS
2794
DELISTED
Hydrogenics Corp
HYGS
$806K ﹤0.01%
54,250
+37,500
+224% +$370K
ONB icon
2795
Old National Bancorp
ONB
$10.4B
$801K ﹤0.01%
48,276
-211,024
-81% -$3.52M
RC
2796
Ready Capital
RC
$299M
$801K ﹤0.01%
53,745
-55,944
-51% -$829K
SNFCA icon
2797
Security National Financial
SNFCA
$244M
$800K ﹤0.01%
229,937
+20,034
+10% +$70.1K
DVD
2798
DELISTED
Dover Motorsports
DVD
$794K ﹤0.01%
381,700
+12,500
+3% +$25.6K
INUV icon
2799
Inuvo
INUV
$13.3M
$792K ﹤0.01%
188,519
+17,200
+10% +$168K
SCSC icon
2800
Scansource
SCSC
$1.08B
$792K ﹤0.01%
24,310
-2,600
-10% -$88.4K
110 111
112
113 114

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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.