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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
GTN.A icon
3126
Gray Media Inc
GTN.A
$612M
$348K ﹤0.01%
22,500
+1,000
+5% +$19.8K
VONV icon
3127
Vanguard Russell 1000 Value ETF
VONV
$22B
$346K ﹤0.01%
+6,200
New +$340K
RBNC
3128
DELISTED
Reliant Bancorp, Inc. Common Stock
RBNC
$346K ﹤0.01%
14,625
+2,200
+18% +$49.2K
NUWE icon
3129
Nuwellis
NUWE
$474K
– –
0
– –
TIPT icon
3130
Tiptree Inc
TIPT
$668M
$344K ﹤0.01%
54,600
-2,600
-5% -$16K
AUBN icon
3131
Auburn National Bancorp
AUBN
$92.8M
$343K ﹤0.01%
+10,246
New +$366K
STPZ icon
3132
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$525M
$342K ﹤0.01%
6,500
-12,400
-66% -$646K
RIGL icon
3133
Rigel Pharmaceuticals
RIGL
$782M
$341K ﹤0.01%
13,080
-49,293
-79% -$1.11M
SLS icon
3134
SELLAS Life Sciences
SLS
$2.5B
$341K ﹤0.01%
60,663
+34,223
+129% +$1.22M
WABC icon
3135
Westamerica Bancorp
WABC
$1.38B
$341K ﹤0.01%
+5,531
New +$344K
IVE icon
3136
iShares S&P 500 Value ETF
IVE
$50.3B
$338K ﹤0.01%
2,900
-3,400
-54% -$390K
BIO.B icon
3137
Bio-Rad Laboratories Class B
BIO.B
$337K ﹤0.01%
1,100
– –
EGBN icon
3138
Eagle Bancorp
EGBN
$877M
$336K ﹤0.01%
6,200
-36,805
-86% -$2.01M
DLTH icon
3139
Duluth Holdings
DLTH
$151M
$333K ﹤0.01%
24,500
+8,100
+49% +$131K
EIDX
3140
DELISTED
Eidos Therapeutics, Inc. Common Stock
EIDX
$333K ﹤0.01%
+10,700
New +$290K
UPL
3141
DELISTED
Ultra Petroleum Corp. Common Stock
UPL
$332K ﹤0.01%
1,845,082
+740,364
+67% +$317K
MGV icon
3142
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.7B
$330K ﹤0.01%
4,100
+1,500
+58% +$119K
ALBO
3143
DELISTED
Albireo Pharma Inc
ALBO
$330K ﹤0.01%
10,248
-14,200
-58% -$475K
DLN icon
3144
WisdomTree US LargeCap Dividend Fund
DLN
$6.45B
$329K ﹤0.01%
+6,800
New +$324K
XES icon
3145
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$389M
$329K ﹤0.01%
+3,420
New +$353K
TRMD icon
3146
TORM
TRMD
$2.97B
$328K ﹤0.01%
37,716
-53,699
-59% -$475K
LYB icon
3147
LyondellBasell Industries
LYB
$20.3B
$327K ﹤0.01%
3,800
-1,577,200
-100% -$135M
BELFA icon
3148
Bel Fuse Inc Class A
BELFA
$3.43B
$326K ﹤0.01%
21,400
+200
+0.9% +$3.64K
FRED
3149
DELISTED
Fred's Inc
FRED
$325K ﹤0.01%
661,294
-139,651
-17% -$135K
NVIV
3150
DELISTED
InVivo Therapeutics Holdings Corp
NVIV
$324K ﹤0.01%
583
+75
+15% +$65.9K
124 125
126
127 128

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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.