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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
SFNC icon
2851
Simmons First National
SFNC
$3.45B
$719K ﹤0.01%
30,900
-33,300
-52% -$810K
PCYO icon
2852
Pure Cycle
PCYO
$273M
$717K ﹤0.01%
67,628
+28,428
+73% +$284K
IFLN
2853
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$307M
$717K ﹤0.01%
37,841
-5,459
-13% -$102K
JILL icon
2854
J. Jill
JILL
$279M
$715K ﹤0.01%
71,840
-12,720
-15% -$242K
SIFY
2855
Sify Technologies
SIFY
$1.14B
$715K ﹤0.01%
87,005
+317
+0.4% +$2.73K
PNFP icon
2856
Pinnacle Financial Partners Inc
PNFP
$16.2B
$713K ﹤0.01%
12,400
-3,000
-19% -$169K
TWIN icon
2857
Twin Disc
TWIN
$355M
$713K ﹤0.01%
47,193
-1,100
-2% -$17.1K
CORP icon
2858
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.58B
$709K ﹤0.01%
6,600
-1,100
-14% -$115K
CCRN
2859
DELISTED
Cross Country Healthcare
CCRN
$708K ﹤0.01%
75,500
+53,700
+246% +$413K
WMS icon
2860
Advanced Drainage Systems
WMS
$11.3B
$705K ﹤0.01%
21,500
-66,470
-76% -$1.92M
SAUC
2861
DELISTED
Diversified Restaurant Holdings, Inc. Common stock
SAUC
$703K ﹤0.01%
950,021
+10,801
+1% +$9.44K
IJJ icon
2862
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.08B
$702K ﹤0.01%
8,800
+3,200
+57% +$254K
RBB icon
2863
RBB Bancorp
RBB
$466M
$702K ﹤0.01%
36,300
-5,400
-13% -$104K
PKW icon
2864
Invesco BuyBack Achievers ETF
PKW
$1.8B
$701K ﹤0.01%
11,200
+5,100
+84% +$314K
DON icon
2865
WisdomTree US MidCap Dividend Fund
DON
$4.11B
$699K ﹤0.01%
19,300
+11,300
+141% +$406K
SDEV
2866
Stablecoin Development Corp
SDEV
$50.6M
$697K ﹤0.01%
67
+62
+1,240% +$388K
AFH
2867
DELISTED
Atlas Financial Holdings, Inc. Ordinary Shares
AFH
$694K ﹤0.01%
956,529
+612,211
+178% +$682K
FCPT icon
2868
Four Corners Property Trust
FCPT
$2.74B
$691K ﹤0.01%
25,300
-395,400
-94% -$11.3M
FTSL icon
2869
First Trust Senior Loan Fund ETF
FTSL
$2.33B
$688K ﹤0.01%
14,600
-3,241
-18% -$154K
MLI icon
2870
Mueller Industries
MLI
$15.1B
$682K ﹤0.01%
93,200
-72,400
-44% -$529K
MTEM
2871
DELISTED
Molecular Templates, Inc.
MTEM
$680K ﹤0.01%
5,427
+4,447
+454% +$483K
ATYR
2872
aTyr Pharma
ATYR
$54.2M
$676K ﹤0.01%
131,848
+21,808
+20% +$148K
MDY icon
2873
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$674K ﹤0.01%
+1,900
New +$664K
DSKE
2874
DELISTED
Daseke, Inc. Common Stock
DSKE
$670K ﹤0.01%
186,200
-56,400
-23% -$267K
OTRK
2875
DELISTED
Ontrak
OTRK
$667K ﹤0.01%
386
-58
-13% -$86.8K
113 114
115
116 117

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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.