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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
ELTK icon
3276
Eltek
ELTK
$57.1M
$223K ﹤0.01%
51,278
+15,877
+45% +$44.7K
DXLG icon
3277
Destination XL Group
DXLG
$33.2M
$222K ﹤0.01%
126,283
+21,273
+20% +$41.3K
SSY
3278
DELISTED
SunLink Health Systems
SSY
$222K ﹤0.01%
150,900
+5,400
+4% +$8.3K
CLMT icon
3279
Calumet Specialty Products
CLMT
$4.29B
$221K ﹤0.01%
+52,800
New +$211K
WERN icon
3280
Werner Enterprises
WERN
$2.31B
$220K ﹤0.01%
+7,063
New +$228K
NURO
3281
DELISTED
NeuroMetrix, Inc. Common Stock
NURO
$220K ﹤0.01%
6,720
+1,857
+38% +$108K
PW
3282
Power REIT
PW
$2.93M
$219K ﹤0.01%
3,775
+395
+12% +$23.4K
SXI icon
3283
Standex International
SXI
$3.97B
$219K ﹤0.01%
+3,000
New +$212K
BKSC
3284
DELISTED
Bank of South Carolina
BKSC
$215K ﹤0.01%
+11,370
New +$212K
FLGT icon
3285
Fulgent Genetics
FLGT
$513M
$214K ﹤0.01%
32,066
+5,966
+23% +$36.3K
SCHA icon
3286
Schwab U.S Small- Cap ETF
SCHA
$23.5B
$214K ﹤0.01%
12,000
-28,800
-71% -$509K
MGC icon
3287
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$213K ﹤0.01%
+2,100
New +$209K
FBT icon
3288
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.78B
$211K ﹤0.01%
+1,500
New +$207K
PR
3289
Permian Resources
PR
$17.7B
$211K ﹤0.01%
+27,800
New +$247K
JCAP
3290
DELISTED
Jernigan Capital, Inc.
JCAP
$211K ﹤0.01%
10,300
-34,700
-77% -$731K
HACK icon
3291
Amplify Cybersecurity ETF
HACK
$3.08B
$210K ﹤0.01%
5,290
-16,100
-75% -$642K
MSB
3292
Mesabi Trust
MSB
$305M
$210K ﹤0.01%
7,100
-1,800
-20% -$53.8K
VT icon
3293
Vanguard Total World Stock ETF
VT
$81.9B
$210K ﹤0.01%
2,800
-12,700
-82% -$941K
CEMI
3294
DELISTED
Chembio diagnostics, Inc.
CEMI
$210K ﹤0.01%
34,500
-35,800
-51% -$241K
UONE icon
3295
Urban One Class A
UONE
$23.5M
$208K ﹤0.01%
9,890
-20
-0.2% -$427
HT
3296
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
$208K ﹤0.01%
12,600
-180,800
-93% -$3.2M
ERNA icon
3297
Eterna Therapeutics
ERNA
$5.02M
$206K ﹤0.01%
4
+1
+33% +$52.4K
PDS
3298
Precision Drilling
PDS
$1.06B
$206K ﹤0.01%
5,448
-225
-4% -$9.89K
TYME
3299
DELISTED
Tyme Technologies, Inc. Common Stock
TYME
$206K ﹤0.01%
+168,600
New +$236K
CUO
3300
DELISTED
Continental Materials Corporation
CUO
$206K ﹤0.01%
12,900
+1,300
+11% +$23.4K
130 131
132
133 134

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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.