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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
CIZN
3151
DELISTED
Citizens Holding Co.
CIZN
$324K ﹤0.01%
15,700
+800
+5% +$17.2K
CERS icon
3152
Cerus
CERS
$572M
$322K ﹤0.01%
57,341
-203,859
-78% -$1.13M
M icon
3153
Macy's
M
$6.27B
$321K ﹤0.01%
14,964
-3,578,300
-100% -$81.4M
IPI icon
3154
Intrepid Potash
IPI
$484M
$320K ﹤0.01%
+9,520
New +$332K
LUB
3155
DELISTED
Luby's Inc.
LUB
$320K ﹤0.01%
295,884
+10,700
+4% +$14.6K
AVDR
3156
DELISTED
Avedro, Inc Common Stock
AVDR
$320K ﹤0.01%
+16,300
New +$261K
XYZ
3157
Block Inc
XYZ
$49.9B
$319K ﹤0.01%
4,400
-1,150,500
-100% -$80.4M
CRESY
3158
Cresud
CRESY
$752M
$318K ﹤0.01%
+32,377
New +$312K
IWY icon
3159
iShares Russell Top 200 Growth ETF
IWY
$16.7B
$317K ﹤0.01%
+3,700
New +$311K
ESBK
3160
DELISTED
Elmira Savings Bank Elmira NY
ESBK
$316K ﹤0.01%
19,685
-200
-1% -$3.29K
ELSE
3161
DELISTED
Electro-Sensors
ELSE
$314K ﹤0.01%
94,600
+3,000
+3% +$10.5K
GNMX
3162
DELISTED
Aevi Genomic Medicine Inc
GNMX
$313K ﹤0.01%
1,955,391
+863,474
+79% +$175K
KEG
3163
DELISTED
Key Energy Services, Inc. Common Stock
KEG
$311K ﹤0.01%
138,020
+36,400
+36% +$109K
SNOA icon
3164
Sonoma Pharmaceuticals
SNOA
$6.41M
$310K ﹤0.01%
1,955
+454
+30% +$69.7K
ALNA
3165
DELISTED
Allena Pharmaceuticals
ALNA
$310K ﹤0.01%
76,200
+61,400
+415% +$335K
ESQ icon
3166
Esquire Financial Holdings
ESQ
$1.59B
$309K ﹤0.01%
+12,300
New +$290K
EMLP icon
3167
First Trust North American Energy Infrastructure Fund
EMLP
$4.16B
$307K ﹤0.01%
+12,200
New +$303K
GLP icon
3168
Global Partners
GLP
$1.69B
$305K ﹤0.01%
15,300
+494
+3% +$9.82K
TCDA
3169
DELISTED
Tricida, Inc. Common Stock
TCDA
$304K ﹤0.01%
+7,700
New +$271K
IOO icon
3170
iShares Global 100 ETF
IOO
$9.46B
$303K ﹤0.01%
+6,200
New +$300K
IGM icon
3171
iShares Expanded Tech Sector ETF
IGM
$10.9B
$302K ﹤0.01%
+8,400
New +$297K
ARMP icon
3172
Armata Pharmaceuticals
ARMP
$177M
$300K ﹤0.01%
74,854
+29,594
+65% +$113K
CETX icon
3173
Cemtrex
CETX
$5.2M
– –
0
– –
FUTU icon
3174
Futu Holdings
FUTU
$14.7B
$299K ﹤0.01%
+28,300
New +$364K
WRAP icon
3175
Wrap Technologies
WRAP
$97.4M
$299K ﹤0.01%
+48,100
New +$328K
125 126
127
128 129

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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.