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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
CQP icon
3251
Cheniere Energy
CQP
$32.6B
$243K ﹤0.01%
5,764
-13,111
-69% -$558K
FCAP icon
3252
First Capital
FCAP
$219M
$243K ﹤0.01%
+4,800
New +$242K
APEN
3253
DELISTED
Apollo Endosurgery, Inc.
APEN
$243K ﹤0.01%
74,700
+3,600
+5% +$12.8K
FATE icon
3254
Fate Therapeutics
FATE
$294M
$240K ﹤0.01%
11,819
-67,843
-85% -$1.22M
TOVX icon
3255
Theriva Biologics
TOVX
$10.6M
$240K ﹤0.01%
1,746
+139
+9% +$20K
VATE icon
3256
INNOVATE Corp
VATE
$102M
$240K ﹤0.01%
10,169
-20,821
-67% -$512K
FSCT
3257
DELISTED
ForeScout Technologies, Inc. Common Stock
FSCT
$240K ﹤0.01%
7,100
-228,200
-97% -$8.38M
IAT icon
3258
iShares US Regional Banks ETF
IAT
$689M
$239K ﹤0.01%
+5,200
New +$237K
PEI
3259
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
$239K ﹤0.01%
2,453
-2,380
-49% -$231K
AIXC
3260
AIxCrypto Holdings Inc
AIXC
$14M
$238K ﹤0.01%
18
+8
+80% +$89.2K
GLMD icon
3261
Galmed Pharmaceuticals
GLMD
$4.39M
$237K ﹤0.01%
179
-3
-2% -$3.87K
CHCI icon
3262
Comstock Holding Companies
CHCI
$173M
$235K ﹤0.01%
88,771
+12,887
+17% +$32.8K
LIT icon
3263
Global X Lithium & Battery Tech ETF
LIT
$1.6B
$235K ﹤0.01%
+9,000
New +$242K
SIMO icon
3264
Silicon Motion
SIMO
$8.45B
$234K ﹤0.01%
5,279
-349
-6% -$14K
TAYD icon
3265
Taylor Devices
TAYD
$170M
$232K ﹤0.01%
21,700
+600
+3% +$6.86K
ICON
3266
DELISTED
Iconix Brand Group, Inc.
ICON
$232K ﹤0.01%
273,363
+54,801
+25% +$67.6K
CMP icon
3267
Compass Minerals
CMP
$1.1B
$231K ﹤0.01%
+4,200
New +$232K
BGFV
3268
DELISTED
Big 5 Sporting Goods
BGFV
$229K ﹤0.01%
+117,244
New +$287K
CZFC
3269
DELISTED
Citizens First Corporation
CZFC
$229K ﹤0.01%
+8,900
New +$222K
ARLO icon
3270
Arlo Technologies
ARLO
$1.54B
$228K ﹤0.01%
+56,898
New +$223K
DLS icon
3271
WisdomTree International SmallCap Dividend Fund
DLS
$1.08B
$228K ﹤0.01%
3,500
-2,900
-45% -$191K
ACCS
3272
ACCESS Newswire
ACCS
$18.7M
$227K ﹤0.01%
20,300
+4,300
+27% +$51.2K
KSPN
3273
DELISTED
Kaspien Holdings Inc. Common Stock
KSPN
$227K ﹤0.01%
45,357
+7,932
+21% +$51.8K
XERS icon
3274
Xeris Biopharma Holdings
XERS
$1.52B
$225K ﹤0.01%
+19,700
New +$207K
XTNT icon
3275
Xtant Medical Holdings
XTNT
$43.8M
$224K ﹤0.01%
74,661
+7,500
+11% +$23.1K
129 130
131
132 133

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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.