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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
AMTB icon
3026
Amerant Bancorp
AMTB
$1.15B
$457K ﹤0.01%
+23,200
New +$408K
SBR
3027
Sabine Royalty Trust
SBR
$1.06B
$457K ﹤0.01%
+9,457
New +$457K
DOO
3028
Bombardier Recreational Products
DOO
$4.69B
$455K ﹤0.01%
12,700
-5,900
-32% -$184K
MR
3029
DELISTED
Montage Resources Corporation Common Stock
MR
$455K ﹤0.01%
+74,620
New +$744K
LOV
3030
DELISTED
Spark Networks SE American Depositary Shares
LOV
$454K ﹤0.01%
+38,499
New +$503K
VYNT
3031
DELISTED
Vyant Bio, Inc. Common Stock
VYNT
$453K ﹤0.01%
18,514
+5,132
+38% +$160K
AUPH icon
3032
Aurinia Pharmaceuticals
AUPH
$2.06B
$452K ﹤0.01%
68,623
-111,077
-62% -$708K
AEY
3033
DELISTED
ADDvantage Technologies Group
AEY
$452K ﹤0.01%
28,597
+2,080
+8% +$28.7K
VALU icon
3034
Value Line
VALU
$360M
$451K ﹤0.01%
16,400
+400
+3% +$9.52K
XSLV icon
3035
Invesco S&P SmallCap Low Volatility ETF
XSLV
$250M
$451K ﹤0.01%
+9,400
New +$448K
AKCA
3036
DELISTED
Akcea Therapeutics Inc
AKCA
$450K ﹤0.01%
+19,200
New +$474K
DVCR
3037
DELISTED
Diversicare Healthcare Services Inc
DVCR
$448K ﹤0.01%
119,700
-600
-0.5% -$2.13K
ALPN
3038
DELISTED
Alpine Immune Sciences Inc
ALPN
$447K ﹤0.01%
106,261
+10,400
+11% +$60.1K
IJS icon
3039
iShares S&P Small-Cap 600 Value ETF
IJS
$8.43B
$446K ﹤0.01%
6,000
-400
-6% -$29.7K
VYM icon
3040
Vanguard High Dividend Yield ETF
VYM
$84.2B
$446K ﹤0.01%
5,100
+200
+4% +$17.3K
RELV
3041
DELISTED
Reliv International Inc
RELV
$446K ﹤0.01%
105,680
+5,500
+5% +$25.2K
IRD
3042
Opus Genetics
IRD
$313M
$445K ﹤0.01%
21,555
+8,651
+67% +$196K
KPTI icon
3043
Karyopharm Therapeutics
KPTI
$45.1M
$440K ﹤0.01%
4,901
-56,352
-92% -$4.52M
STAB
3044
DELISTED
Statera Biopharma, Inc. Common Stock
STAB
$440K ﹤0.01%
303,316
+9,900
+3% +$15.3K
TQQQ icon
3045
ProShares UltraPro QQQ
TQQQ
$38.7B
$439K ﹤0.01%
+56,800
New +$426K
QGEN icon
3046
Qiagen
QGEN
$8.93B
$438K ﹤0.01%
10,193
-148,248
-94% -$6.14M
POLY
3047
DELISTED
Plantronics, Inc.
POLY
$437K ﹤0.01%
11,800
-268,400
-96% -$12.5M
SGOL icon
3048
abrdn Physical Gold Shares ETF
SGOL
$7.42B
$435K ﹤0.01%
+32,000
New +$404K
CNXN icon
3049
PC Connection
CNXN
$2.03B
$434K ﹤0.01%
12,398
-36,202
-74% -$1.27M
RGLS
3050
DELISTED
Regulus Therapeutics
RGLS
$434K ﹤0.01%
34,689
+7,120
+26% +$82K
120 121
122
123 124

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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.