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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
YIN
3226
DELISTED
Yintech Investment Holdings Limited American Depositary Shares
YIN
$264K ﹤0.01%
56,233
+13,773
+32% +$72.8K
CRT
3227
Cross Timbers Royalty Trust
CRT
$60.4M
$261K ﹤0.01%
20,637
-343
-2% -$4.14K
EDN
3228
Edenor
EDN
$1.04B
$261K ﹤0.01%
+14,356
New +$261K
GOOS
3229
Canada Goose Holdings
GOOS
$850M
$260K ﹤0.01%
+6,707
New +$302K
SVBI
3230
DELISTED
Severn Bancorp Inc/MD
SVBI
$260K ﹤0.01%
29,900
+5,100
+21% +$45.4K
TECX
3231
Tectonic Therapeutic
TECX
$664M
$259K ﹤0.01%
+1,325
New +$286K
KALA icon
3232
KALA BIO
KALA
$17.9M
$258K ﹤0.01%
16
-29
-64% -$480K
NNVC icon
3233
NanoViricides
NNVC
$34.7M
$258K ﹤0.01%
53,815
+3,801
+8% +$19.5K
SCHM icon
3234
Schwab US Mid-Cap ETF
SCHM
$15.3B
$257K ﹤0.01%
+13,500
New +$253K
SUNW
3235
DELISTED
Sunworks, Inc.
SUNW
$257K ﹤0.01%
67,288
+65,221
+3,155% +$396K
VONE icon
3236
Vanguard Russell 1000 ETF
VONE
$8.74B
$256K ﹤0.01%
+1,900
New +$251K
TIGR
3237
UP Fintech Holding
TIGR
$833M
$255K ﹤0.01%
+45,700
New +$439K
ARKK icon
3238
ARK Innovation ETF
ARKK
$6.54B
$254K ﹤0.01%
+5,300
New +$241K
PID icon
3239
Invesco International Dividend Achievers ETF
PID
$917M
$252K ﹤0.01%
+15,400
New +$250K
VCR icon
3240
Vanguard Consumer Discretionary ETF
VCR
$6.11B
$251K ﹤0.01%
1,400
-100
-7% -$17.7K
IGPT icon
3241
Invesco AI and Next Gen Software ETF
IGPT
$1.2B
$249K ﹤0.01%
+7,800
New +$245K
JMP
3242
DELISTED
JMP Group LLC
JMP
$249K ﹤0.01%
63,567
+17,934
+39% +$70.4K
QTRX icon
3243
Quanterix
QTRX
$135M
$247K ﹤0.01%
+7,300
New +$189K
SBH icon
3244
Sally Beauty Holdings
SBH
$1.55B
$247K ﹤0.01%
+18,500
New +$302K
SCZ icon
3245
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
$247K ﹤0.01%
4,300
-24,300
-85% -$1.4M
GENE
3246
DELISTED
Genetic Technologies Ltd.
GENE
$247K ﹤0.01%
20,940
+1,050
+5% +$16.2K
CPHI icon
3247
China Pharma Holdings
CPHI
$44.2M
$246K ﹤0.01%
1,522
-36
-2% -$5.78K
FEX icon
3248
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.63B
$245K ﹤0.01%
+4,000
New +$241K
VWTR
3249
DELISTED
Vidler Water Resouces, Inc. Common Stock
VWTR
$245K ﹤0.01%
+21,100
New +$234K
MPU icon
3250
Mega Matrix
MPU
$13.7M
$244K ﹤0.01%
168,000
-13,500
-7% -$25.5K
128 129
130
131 132

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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.