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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
SLNO
3076
DELISTED
Soleno Therapeutics
SLNO
$400K ﹤0.01%
9,527
+5,285
+125% +$183K
VHT icon
3077
Vanguard Health Care ETF
VHT
$19B
$400K ﹤0.01%
2,300
-5,600
-71% -$945K
EWN icon
3078
iShares MSCI Netherlands ETF
EWN
$735M
$398K ﹤0.01%
+12,911
New +$396K
MITT
3079
TPG Mortgage Investment Trust
MITT
$213M
$396K ﹤0.01%
8,300
-69,967
-89% -$3.45M
MPAA icon
3080
Motorcar Parts of America
MPAA
$230M
$396K ﹤0.01%
+18,500
New +$359K
SCHB icon
3081
Schwab US Broad Market ETF
SCHB
$45.2B
$395K ﹤0.01%
+33,600
New +$388K
CMCT
3082
Creative Media & Community Trust
CMCT
$13.7M
– –
0
– –
SPAB icon
3083
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.95B
$394K ﹤0.01%
13,500
-18,864
-58% -$540K
MDLY
3084
DELISTED
Medley Management Inc
MDLY
$394K ﹤0.01%
16,000
+3,240
+25% +$91.8K
SPLP
3085
DELISTED
STEEL PARTNERS HOLDINGS L.P.
SPLP
$392K ﹤0.01%
28,000
-13,300
-32% -$184K
FNCB
3086
DELISTED
FNCB Bancorp Inc. Common Stock
FNCB
$392K ﹤0.01%
50,600
+39,174
+343% +$302K
URTH icon
3087
iShares MSCI World ETF
URTH
$8.4B
$391K ﹤0.01%
4,300
+200
+5% +$18K
HFBC
3088
DELISTED
HopFed Bancorp Inc
HFBC
$387K ﹤0.01%
20,400
+900
+5% +$17.5K
OBK icon
3089
Origin Bancorp
OBK
$1.67B
$386K ﹤0.01%
+11,700
New +$398K
ZDGE icon
3090
Zedge
ZDGE
$38.6M
$385K ﹤0.01%
233,514
+3,200
+1% +$6.45K
IOSP icon
3091
Innospec
IOSP
$2.31B
$383K ﹤0.01%
+4,200
New +$354K
ESTE
3092
DELISTED
Earthstone Energy Inc. Class A Common Stock
ESTE
$381K ﹤0.01%
62,200
+14,500
+30% +$95K
ARCE
3093
DELISTED
Arco Platform Limited Class A Common Shares
ARCE
$377K ﹤0.01%
+8,600
New +$319K
LCI
3094
DELISTED
Lannett Company, Inc.
LCI
$376K ﹤0.01%
+15,525
New +$410K
SMSI icon
3095
Smith Micro Software
SMSI
$17M
$374K ﹤0.01%
3,075
+2,050
+200% +$250K
RYZ
3096
Ryerson Holding Corp
RYZ
$1.5B
$372K ﹤0.01%
+44,702
New +$393K
SPTM icon
3097
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$372K ﹤0.01%
10,200
+3,600
+55% +$129K
ABUS icon
3098
Arbutus Biopharma
ABUS
$908M
$371K ﹤0.01%
+178,200
New +$456K
MOGU
3099
MOGU Inc
MOGU
$15.3M
$371K ﹤0.01%
+10,858
New +$885K
HY icon
3100
Hyster-Yale Materials Handling
HY
$614M
$370K ﹤0.01%
6,700
-21,200
-76% -$1.18M
122 123
124
125 126

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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.