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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
MORL
3351
DELISTED
ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN
MORL
$146K ﹤0.01%
10,198
-20,602
-67% -$296K
DGSE
3352
DELISTED
DGSE Companies, Inc.
DGSE
$146K ﹤0.01%
112,077
+20,077
+22% +$12.9K
SCPH
3353
DELISTED
scPharmaceuticals
SCPH
$145K ﹤0.01%
+45,500
New +$149K
GALT icon
3354
Galectin Therapeutics
GALT
$356M
$144K ﹤0.01%
+34,732
New +$150K
XWEL icon
3355
XWELL
XWEL
$8.53M
$144K ﹤0.01%
1,236
+218
+21% +$29.2K
FPAY
3356
DELISTED
FlexShopper
FPAY
$143K ﹤0.01%
129,938
+103,800
+397% +$94.8K
RNTX
3357
Rein Therapeutics
RNTX
$67.4M
$142K ﹤0.01%
9,827
+2,661
+37% +$69.8K
CREG
3358
DELISTED
Smart Powerr
CREG
$141K ﹤0.01%
335
+268
+400% +$161K
FDD icon
3359
First Trust STOXX European Select Dividend Income Fund
FDD
$909M
$140K ﹤0.01%
+11,200
New +$144K
SCKT icon
3360
Socket Mobile
SCKT
$11.2M
$139K ﹤0.01%
61,219
+3,200
+6% +$7.24K
GMO
3361
DELISTED
General Moly, Inc.
GMO
$139K ﹤0.01%
395,915
+74,074
+23% +$21.3K
RVLP
3362
DELISTED
RVL Pharmaceuticals plc Ordinary Shares
RVLP
$138K ﹤0.01%
+36,412
New +$121K
EYPT icon
3363
EyePoint Inc
EYPT
$1.16B
$134K ﹤0.01%
8,146
-29,732
-78% -$500K
MYO icon
3364
Myomo
MYO
$57.8M
$132K ﹤0.01%
6,296
+4,907
+353% +$152K
VTNR
3365
DELISTED
Vertex Energy, Inc
VTNR
$131K ﹤0.01%
86,659
-50,241
-37% -$75.3K
TCCO
3366
DELISTED
Technical Communications Corporation
TCCO
$131K ﹤0.01%
32,593
+13,534
+71% +$56.1K
AAME icon
3367
Atlantic American Corp
AAME
$29M
$129K ﹤0.01%
52,500
+1,900
+4% +$4.66K
CNSY
3368
Cerenome, Inc. Common Stock
CNSY
$25.5M
$129K ﹤0.01%
28
+10
+56% +$51.6K
MMAT
3369
DELISTED
Meta Materials Inc. Common Stock
MMAT
$129K ﹤0.01%
+455
New +$120K
CHAP
3370
DELISTED
Chaparral Energy, Inc.
CHAP
$126K ﹤0.01%
+26,800
New +$134K
OTIV
3371
DELISTED
OTI On Track Innovations Ltd
OTIV
$126K ﹤0.01%
292,326
+106,500
+57% +$56.9K
BVSN
3372
DELISTED
Broadvision Inc Com
BVSN
$121K ﹤0.01%
85,600
-2,700
-3% -$3.53K
COGT icon
3373
Cogent Biosciences
COGT
$6.47B
$120K ﹤0.01%
11,475
-5,366
-32% -$71.4K
PANL icon
3374
Pangaea Logistics
PANL
$496M
$120K ﹤0.01%
35,845
+23,386
+188% +$79.7K
RNGR icon
3375
Ranger Energy Services
RNGR
$405M
$119K ﹤0.01%
+14,800
New +$106K
133 134
135
136 137

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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.