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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
OIH icon
2876
VanEck Oil Services ETF
OIH
$1.95B
$665K ﹤0.01%
2,245
+270
+14% +$84.2K
EWI icon
2877
iShares MSCI Italy ETF
EWI
$1.08B
$664K ﹤0.01%
+24,100
New +$663K
KG
2878
Kestrel Group
KG
$66.3M
$664K ﹤0.01%
51,845
+34,265
+195% +$473K
KBWB icon
2879
Invesco KBW Bank ETF
KBWB
$6.84B
$661K ﹤0.01%
+13,100
New +$658K
WVVI icon
2880
Willamette Valley Vineyards
WVVI
$12M
$661K ﹤0.01%
95,578
+6,298
+7% +$44.7K
SCHE icon
2881
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$659K ﹤0.01%
+25,100
New +$650K
YARW
2882
Yarrow Bioscience, Inc. Common Stock
YARW
$114M
$659K ﹤0.01%
31
+18
+138% +$445K
ONIT
2883
Onity Group
ONIT
$321M
$657K ﹤0.01%
21,162
-11,587
-35% -$309K
IJK icon
2884
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.3B
$656K ﹤0.01%
11,600
+800
+7% +$44.4K
KWY
2885
Kingsway Corp
KWY
$283M
$656K ﹤0.01%
267,838
+16,309
+6% +$41.1K
LOCO icon
2886
El Pollo Loco
LOCO
$463M
$655K ﹤0.01%
61,400
-155,600
-72% -$1.81M
IYF icon
2887
iShares US Financials ETF
IYF
$4.44B
$653K ﹤0.01%
+10,400
New +$640K
IYW icon
2888
iShares US Technology ETF
IYW
$25.7B
$653K ﹤0.01%
+13,200
New +$645K
MBAI
2889
Check-Cap
MBAI
$9.75M
$652K ﹤0.01%
2,196
+429
+24% +$147K
UPLD icon
2890
Upland Software
UPLD
$14.9M
$652K ﹤0.01%
1,432
-7,068
-83% -$3.24M
SIEN
2891
DELISTED
Sientra, Inc.
SIEN
$652K ﹤0.01%
+10,590
New +$763K
GNCA
2892
DELISTED
Genocea Biosciences, Inc.
GNCA
$652K ﹤0.01%
166,387
+113,105
+212% +$590K
PVG
2893
DELISTED
PRETIUM RESOURCES INC.
PVG
$651K ﹤0.01%
+65,100
New +$553K
VONG icon
2894
Vanguard Russell 1000 Growth ETF
VONG
$46.2B
$649K ﹤0.01%
+16,000
New +$636K
FPI
2895
Farmland Partners
FPI
$425M
$648K ﹤0.01%
91,900
+54,600
+146% +$354K
RSP icon
2896
Invesco S&P 500 Equal Weight ETF
RSP
$100B
$647K ﹤0.01%
6,000
+3,700
+161% +$392K
STRR
2897
DELISTED
Star Equity Holdings
STRR
$646K ﹤0.01%
18,704
– –
FRGI
2898
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
$646K ﹤0.01%
49,166
-95,500
-66% -$1.27M
BNED icon
2899
Barnes & Noble Education
BNED
$417M
$645K ﹤0.01%
+1,920
New +$737K
DBD
2900
DELISTED
Diebold Nixdorf Incorporated
DBD
$638K ﹤0.01%
+69,700
New +$727K
114 115
116
117 118

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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.