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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 17.59%
2 Technology 14.11%
3 Financials 10.92%
4 Consumer Discretionary 9.85%
5 Real Estate 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOT icon
2951
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$20.3B
$552K ﹤0.01%
+3,700
New +$540K
FGNX
2952
FG Nexus Inc
FGNX
$40.2M
$550K ﹤0.01%
888
+97
+12% +$65K
PESI icon
2953
Perma-Fix Environmental Services
PESI
$412M
$550K ﹤0.01%
140,592
+1,902
+1% +$7.65K
SMHI icon
2954
SEACOR Marine Holdings
SMHI
$264M
$550K ﹤0.01%
+36,772
New +$507K
HHS icon
2955
Harte-Hanks
HHS
$18.6M
$549K ﹤0.01%
249,641
+4,700
+2% +$14.9K
UHAL icon
2956
U-Haul Holding Co
UHAL
$14.5B
$549K ﹤0.01%
14,510
-113,150
-89% -$4.31M
ATXS
2957
DELISTED
Astria Therapeutics
ATXS
$547K ﹤0.01%
11,303
-9,391
-45% -$426K
LASR icon
2958
nLIGHT
LASR
$3.06B
$547K ﹤0.01%
+28,500
New +$626K
AMED
2959
DELISTED
Amedisys
AMED
$546K ﹤0.01%
4,500
-184,601
-98% -$21.9M
FPX icon
2960
First Trust US Equity Opportunities ETF
FPX
$1.55B
$545K ﹤0.01%
+7,000
New +$532K
NOVN
2961
DELISTED
Novan, Inc. Common Stock
NOVN
$545K ﹤0.01%
20,195
+6,666
+49% +$114K
ALDX icon
2962
Aldeyra Therapeutics
ALDX
$91.7M
$541K ﹤0.01%
+90,200
New +$679K
ARL icon
2963
American Realty Investors
ARL
$243M
$540K ﹤0.01%
39,600
-200
-0.5% -$2.55K
RPT
2964
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
$540K ﹤0.01%
44,600
+1,100
+3% +$13.6K
GREK
2965
Global X MSCI Greece ETF
GREK
$331M
$539K ﹤0.01%
+18,800
New +$487K
SISI
2966
DELISTED
Shineco
SISI
$538K ﹤0.01%
7
+3
+75% +$309K
SCWX
2967
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
$534K ﹤0.01%
40,165
-189,200
-82% -$3.14M
NNA
2968
DELISTED
Navios Maritime Acquisition Corporation
NNA
$534K ﹤0.01%
84,780
+46,795
+123% +$322K
CCM
2969
Concord Medical Services
CCM
$20.8M
$532K ﹤0.01%
23,750
+820
+4% +$20.1K
STRM
2970
DELISTED
Streamline Health Solutions
STRM
$530K ﹤0.01%
23,417
+554
+2% +$10.7K
CCEC
2971
Capital Clean Energy Carriers
CCEC
$1.36B
$530K ﹤0.01%
50,449
+32,962
+188% +$350K
CADE
2972
DELISTED
Cadence Bank
CADE
$529K ﹤0.01%
18,200
+10,900
+149% +$316K
CTEK
2973
DELISTED
CynergisTek, Inc.
CTEK
$523K ﹤0.01%
107,983
+44,441
+70% +$214K
IYG icon
2974
iShares US Financial Services ETF
IYG
$2.24B
$522K ﹤0.01%
+11,700
New +$512K
HAPN
2975
Happen Inc
HAPN
$2.27B
$522K ﹤0.01%
31,820
-65,260
-67% -$1.03M
117 118
119
120 121

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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 16% 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.