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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
HOS
3201
DELISTED
Hornbeck Offshore Services, Inc.
HOS
$276K ﹤0.01%
220,854
-132,100
-37% -$179K
RCUS icon
3202
Arcus Biosciences
RCUS
$3.67B
$275K ﹤0.01%
+34,600
New +$346K
CSCI
3203
DELISTED
COSCIENS Biopharma Inc. Common Stock
CSCI
$275K ﹤0.01%
933
-168
-15% -$59.2K
DFE icon
3204
WisdomTree Europe SmallCap Dividend Fund
DFE
$169M
$274K ﹤0.01%
+4,700
New +$278K
NRCG
3205
DELISTED
NRC Group Holdings Corp.
NRCG
$274K ﹤0.01%
+24,600
New +$218K
AKTX
3206
Akari Therapeutics
AKTX
$12.3M
$273K ﹤0.01%
169
+145
+604% +$324K
ITOT icon
3207
iShares Core S&P Total US Stock Market ETF
ITOT
$98.5B
$273K ﹤0.01%
+4,100
New +$269K
PTLA
3208
DELISTED
Portola Pharmaceuticals, Inc.
PTLA
$273K ﹤0.01%
+10,058
New +$315K
EPC icon
3209
Edgewell Personal Care
EPC
$1.31B
$272K ﹤0.01%
10,100
-144,100
-93% -$5.14M
ROSE
3210
DELISTED
Rosehill Resources Inc. Class A
ROSE
$272K ﹤0.01%
+73,598
New +$276K
BOC icon
3211
Boston Omaha
BOC
$431M
$271K ﹤0.01%
+11,700
New +$289K
NIU
3212
Niu Technologies
NIU
$166M
$271K ﹤0.01%
+45,900
New +$387K
AIFC
3213
AI Financial Corp
AIFC
$58.9M
$270K ﹤0.01%
61,400
+35,660
+139% +$152K
CLRB icon
3214
Cellectar Biosciences
CLRB
$19.8M
$268K ﹤0.01%
410
+221
+117% +$151K
FCBP
3215
DELISTED
First Choice Bancorp Common Stock
FCBP
$268K ﹤0.01%
+11,800
New +$253K
APU
3216
DELISTED
AmeriGas Partners, L.P.
APU
$268K ﹤0.01%
+7,700
New +$270K
SLYV icon
3217
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.12B
$267K ﹤0.01%
+4,400
New +$267K
VO icon
3218
Vanguard Morningstar Mid-Cap ETF
VO
$111B
$267K ﹤0.01%
+6,400
New +$262K
VNQI icon
3219
Vanguard Global ex-US Real Estate ETF
VNQI
$3.52B
$266K ﹤0.01%
+4,500
New +$263K
HAIN icon
3220
Hain Celestial
HAIN
$53.9M
$265K ﹤0.01%
+12,122
New +$266K
MHH icon
3221
Mastech Digital
MHH
$95.3M
$265K ﹤0.01%
55,783
-15,017
-21% -$80.6K
SCHZ icon
3222
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$265K ﹤0.01%
+10,000
New +$260K
SPIB icon
3223
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.6B
$265K ﹤0.01%
+7,600
New +$261K
KWEB icon
3224
KraneShares CSI China Internet ETF
KWEB
$5.31B
$264K ﹤0.01%
6,000
-14,600
-71% -$657K
ZUMZ icon
3225
Zumiez
ZUMZ
$319M
$264K ﹤0.01%
10,100
-386,600
-97% -$9.38M
127 128
129
130 131

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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.