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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
AVGR
3001
DELISTED
Avinger, Inc. Common Stock
AVGR
$497K ﹤0.01%
547
+195
+55% +$338K
SIGA icon
3002
SIGA Technologies
SIGA
$206M
$496K ﹤0.01%
87,300
-13,100
-13% -$72.5K
TENX icon
3003
Tenax Therapeutics
TENX
$68.5M
$496K ﹤0.01%
225
+74
+49% +$179K
VXRT
3004
DELISTED
Vaxart
VXRT
$496K ﹤0.01%
739,653
+404,883
+121% +$339K
MREO
3005
Mereo BioPharma
MREO
$49.1M
$494K ﹤0.01%
+195,923
New +$857K
RING icon
3006
iShares MSCI Global Gold Miners ETF
RING
$2.4B
$492K ﹤0.01%
+24,100
New +$418K
MESO
3007
Mesoblast
MESO
$2.18B
$488K ﹤0.01%
45,936
-17,214
-27% -$182K
IEA
3008
DELISTED
Infrastructure and Energy Alternatives, Inc. Common Stock
IEA
$487K ﹤0.01%
238,923
+200
+0.1% +$756
SKYY icon
3009
First Trust Cloud Computing ETF
SKYY
$3.38B
$485K ﹤0.01%
8,400
+1,100
+15% +$64.6K
FSTX
3010
DELISTED
F-star Therapeutics, Inc. Common Stock
FSTX
$484K ﹤0.01%
32,800
+23,575
+256% +$631K
CVV icon
3011
CVD Equipment Corp
CVV
$52.1M
$477K ﹤0.01%
130,584
-4,600
-3% -$17K
WYY icon
3012
WidePoint Corp
WYY
$114M
$476K ﹤0.01%
113,857
+25,712
+29% +$121K
PDSB icon
3013
PDS Biotechnology
PDSB
$13M
$470K ﹤0.01%
78,469
+38,105
+94% +$249K
AOR icon
3014
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.75B
$468K ﹤0.01%
+10,167
New +$458K
SALM
3015
DELISTED
Salem Media Group, Inc. Class A Common Stock
SALM
$468K ﹤0.01%
192,598
+32,000
+20% +$70.6K
SYPR icon
3016
Sypris Solutions
SYPR
$46.8M
$467K ﹤0.01%
602,197
+6,500
+1% +$6.05K
SCHG icon
3017
Schwab US Large-Cap Growth ETF
SCHG
$63.2B
$466K ﹤0.01%
+44,800
New +$455K
PLXP
3018
DELISTED
PLx Pharma Inc. Common Stock
PLXP
$466K ﹤0.01%
64,711
+6,099
+10% +$33.1K
CAKE icon
3019
Cheesecake Factory
CAKE
$5.84B
$465K ﹤0.01%
10,645
-103,100
-91% -$4.82M
CVRS
3020
DELISTED
CORINDUS VASCULAR ROBOTICS, INC
CVRS
$465K ﹤0.01%
155,900
+111,800
+254% +$280K
DGRW icon
3021
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.4B
$463K ﹤0.01%
10,600
+4,900
+86% +$212K
YTEN
3022
DELISTED
Yield10 Bioscience, Inc. Common Stock
YTEN
$463K ﹤0.01%
498
+43
+9% +$41.1K
D icon
3023
Dominion Energy
D
$59.8B
$460K ﹤0.01%
+5,955
New +$454K
GPX
3024
DELISTED
GP Strategies Corp.
GPX
$460K ﹤0.01%
30,523
+5,029
+20% +$69.2K
AXIA.PR
3025
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
$458K ﹤0.01%
62,637
+28,035
+81% +$199K
119 120
121
122 123

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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.