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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
SCHV
3176
Schwab US Large-Cap Value ETF
SCHV
$16.3B
$298K ﹤0.01%
+15,900
New +$294K
SGRY icon
3177
Surgery Partners
SGRY
$1.99B
$298K ﹤0.01%
+36,600
New +$365K
SITC icon
3178
SITE Centers
SITC
$158M
$298K ﹤0.01%
28,839
+13,843
+92% +$145K
PDEX icon
3179
Pro-Dex
PDEX
$217M
$296K ﹤0.01%
22,800
-24,500
-52% -$342K
XPH icon
3180
State Street SPDR S&P Pharmaceuticals ETF
XPH
$511M
$295K ﹤0.01%
+7,400
New +$291K
TARA icon
3181
Protara Therapeutics
TARA
$233M
$292K ﹤0.01%
17,573
+6,179
+54% +$109K
CTRC
3182
DELISTED
Centric Brands Inc. Common Stock
CTRC
$292K ﹤0.01%
71,035
-9,900
-12% -$37.4K
MICR
3183
DELISTED
Micron Solutions, Inc.
MICR
$289K ﹤0.01%
117,900
+500
+0.4% +$1.33K
VTV icon
3184
Vanguard Morningstar Value ETF
VTV
$194B
$288K ﹤0.01%
2,600
-9,000
-78% -$983K
ENFY
3185
DELISTED
Enlightify Inc
ENFY
$288K ﹤0.01%
51,980
+3,222
+7% +$19.7K
CCIH
3186
DELISTED
Chinacache International Holdings Ltd
CCIH
$287K ﹤0.01%
649,483
+35,500
+6% +$43.5K
CRVO icon
3187
CervoMed
CRVO
$39.6M
$286K ﹤0.01%
1,340
-101
-7% -$27.2K
EWP icon
3188
iShares MSCI Spain ETF
EWP
$2.21B
$286K ﹤0.01%
+9,900
New +$288K
FXC icon
3189
Invesco CurrencyShares Canadian Dollar Trust
FXC
$73.6M
$286K ﹤0.01%
+3,800
New +$280K
SYBX
3190
DELISTED
Synlogic
SYBX
$284K ﹤0.01%
2,080
+1,080
+108% +$132K
LFUS icon
3191
Littelfuse
LFUS
$11.4B
$283K ﹤0.01%
1,600
-21,034
-93% -$3.82M
PMTS icon
3192
CPI Card Group
PMTS
$334M
$283K ﹤0.01%
113,049
+14,711
+15% +$39.4K
HSKA
3193
DELISTED
Heska Corp
HSKA
$281K ﹤0.01%
+3,300
New +$257K
EUM icon
3194
ProShares Trust Short MSCI Emerging Markets
EUM
$9.27M
$280K ﹤0.01%
+7,650
New +$286K
IGOV icon
3195
iShares International Treasury Bond ETF
IGOV
$1.54B
$280K ﹤0.01%
5,500
-362
-6% -$17.8K
FURY
3196
Fury Gold Mines
FURY
$116M
$279K ﹤0.01%
74,518
+6,932
+10% +$24.2K
TRIP icon
3197
TripAdvisor
TRIP
$1.29B
$278K ﹤0.01%
6,000
-577,300
-99% -$28.1M
MTL.PR
3198
DELISTED
Mechel PAO American Depositary Shares (each representing one-half of a Preferred Share)
MTL.PR
$278K ﹤0.01%
308,400
+4,100
+1% +$3.37K
PLBC icon
3199
Plumas Bancorp
PLBC
$442M
$277K ﹤0.01%
11,400
-1,100
-9% -$27.1K
AMAL icon
3200
Amalgamated Financial
AMAL
$1.53B
$276K ﹤0.01%
+15,800
New +$264K
126 127
128
129 130

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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.