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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
BOSC icon
3101
Better Online Solutions
BOSC
$31.8M
$368K ﹤0.01%
129,684
+14,400
+12% +$38.6K
VRDN icon
3102
Viridian Therapeutics
VRDN
$2.49B
$368K ﹤0.01%
11,967
+2,307
+24% +$92.6K
HIL
3103
DELISTED
Hill International, Inc. Common Stock
HIL
$368K ﹤0.01%
136,144
+102,344
+303% +$270K
AOM icon
3104
iShares Core Moderate Allocation ETF
AOM
$1.78B
$367K ﹤0.01%
+9,400
New +$360K
BW icon
3105
Babcock & Wilcox
BW
$1.39B
$365K ﹤0.01%
106,461
+102,721
+2,747% +$396K
BNSO
3106
DELISTED
Bonso Electronic International
BNSO
$365K ﹤0.01%
136,200
+2,800
+2% +$7.66K
STEL
3107
DELISTED
Stellar Bancorp
STEL
$363K ﹤0.01%
+12,900
New +$382K
VPL icon
3108
Vanguard FTSE Pacific ETF
VPL
$8.65B
$363K ﹤0.01%
5,500
-11,500
-68% -$753K
LAND
3109
Gladstone Land Corp
LAND
$353M
$362K ﹤0.01%
31,400
-55,305
-64% -$684K
PRNB
3110
DELISTED
Principia Biopharma Inc. Common Stock
PRNB
$362K ﹤0.01%
+10,900
New +$340K
DSI icon
3111
iShares MSCI KLD 400 Social ETF
DSI
$5.58B
$361K ﹤0.01%
+6,600
New +$355K
ACWX icon
3112
iShares MSCI ACWI ex US ETF
ACWX
$12B
$360K ﹤0.01%
7,700
-18,600
-71% -$864K
HWBK icon
3113
Hawthorn Bancshares
HWBK
$276M
$360K ﹤0.01%
+15,700
New +$330K
GOLD
3114
Gold.com Inc
GOLD
$1.3B
$358K ﹤0.01%
54,800
+9,400
+21% +$56.9K
DJCO icon
3115
Daily Journal
DJCO
$828M
$357K ﹤0.01%
1,500
– –
NNBR icon
3116
NN Inc
NNBR
$302M
$356K ﹤0.01%
+36,480
New +$316K
SCHF icon
3117
Schwab International Equity ETF
SCHF
$69.3B
$356K ﹤0.01%
22,200
-93,200
-81% -$1.47M
RTC
3118
DELISTED
Baijiayun Group
RTC
$355K ﹤0.01%
37,147
+4,424
+14% +$51.6K
TSRI
3119
DELISTED
TSR Inc. New
TSRI
$355K ﹤0.01%
74,750
+400
+0.5% +$2K
TANH icon
3120
Tantech Holdings
TANH
$5.79M
$354K ﹤0.01%
25
+6
+32% +$86.9K
USAP
3121
DELISTED
Universal Stainless & Alloy
USAP
$354K ﹤0.01%
22,100
-200
-0.9% -$2.99K
XAR icon
3122
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.62B
$353K ﹤0.01%
+3,400
New +$332K
DGLD
3123
DELISTED
VelocitySharesTM 3x Inverse Gold ETN linked to the S&P GSCI Gold Index ER
DGLD
$351K ﹤0.01%
+9,900
New +$445K
SSI
3124
DELISTED
Stage Stores Inc
SSI
$349K ﹤0.01%
452,971
+70,200
+18% +$68.9K
AGRO icon
3125
Adecoagro
AGRO
$1.34B
$348K ﹤0.01%
48,735
-128,143
-72% -$875K
123 124
125
126 127

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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.