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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
AGNT
3301
AGNT Inc
AGNT
$752M
$205K ﹤0.01%
+36,800
New +$195K
HIND
3302
Vyome Holdings
HIND
$15.2M
– –
0
– –
SBFG icon
3303
SB Financial Group
SBFG
$171M
$201K ﹤0.01%
12,811
-2,519
-16% -$42.3K
FBRX icon
3304
Forte Biosciences
FBRX
$1.57B
$196K ﹤0.01%
78
+4
+5% +$11.9K
PEY icon
3305
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.18B
$196K ﹤0.01%
+10,800
New +$194K
ARTX
3306
DELISTED
Arotech Corporation
ARTX
$196K ﹤0.01%
98,606
+43,906
+80% +$110K
MAMS
3307
DELISTED
MAM Software Group Inc. New
MAMS
$191K ﹤0.01%
18,800
-1,400
-7% -$12.6K
MRUS
3308
DELISTED
Merus
MRUS
$190K ﹤0.01%
13,000
-3,000
-19% -$42.7K
NEXT icon
3309
NextDecade
NEXT
$1.8B
$190K ﹤0.01%
30,100
+5,200
+21% +$29K
TNXP icon
3310
Tonix Pharmaceuticals
TNXP
$214M
– –
0
– –
PRVB
3311
DELISTED
Provention Bio, Inc. Common Stock
PRVB
$189K ﹤0.01%
+15,600
New +$84.9K
DARE icon
3312
Dare Bioscience
DARE
$20.5M
$187K ﹤0.01%
18,287
+3,425
+23% +$40.7K
CD
3313
Chaince Digital Holdings
CD
$377M
$187K ﹤0.01%
59,110
+5,040
+9% +$16.7K
VIRX
3314
DELISTED
Viracta Therapeutics, Inc. Common Stock
VIRX
$187K ﹤0.01%
7,358
+5,597
+318% +$216K
DUST icon
3315
Direxion Daily Gold Miners Index Bear 2X ETF
DUST
$52.4M
$185K ﹤0.01%
+7
New +$335K
CCLD icon
3316
CareCloud
CCLD
$104M
$184K ﹤0.01%
+36,500
New +$180K
MYOV
3317
DELISTED
Myovant Sciences Ltd.
MYOV
$184K ﹤0.01%
+20,300
New +$303K
NEOS
3318
DELISTED
Neos Therapeutics, Inc
NEOS
$183K ﹤0.01%
141,555
+34,587
+32% +$63.6K
SUMR
3319
DELISTED
Summer Infant, Inc.
SUMR
$182K ﹤0.01%
40,490
+200
+0.5% +$1.14K
AVTX icon
3320
Avalo Therapeutics
AVTX
$1.04B
$181K ﹤0.01%
+12
New +$182K
MJCO
3321
DELISTED
Majesco
MJCO
$181K ﹤0.01%
19,400
-1,100
-5% -$8.82K
COE
3322
51Talk Online Education Group
COE
$124M
$180K ﹤0.01%
5,975
+2,775
+87% +$68.3K
AHPI
3323
DELISTED
Allied Healthcare Products
AHPI
$179K ﹤0.01%
95,240
+3,100
+3% +$5.45K
IDN icon
3324
Intellicheck
IDN
$75.9M
$175K ﹤0.01%
+30,304
New +$130K
CFRX
3325
DELISTED
ContraFect Corporation
CFRX
$175K ﹤0.01%
429
+153
+55% +$59.9K
131 132
133
134 135

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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.