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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
GYRE icon
3376
Gyre Therapeutics
GYRE
$693M
$118K ﹤0.01%
2,134
-21,425
-91% -$1.34M
PRSO icon
3377
Peraso
PRSO
$10.3M
$117K ﹤0.01%
835
+494
+145% +$79.7K
NTGN
3378
DELISTED
Neon Therapeutics, Inc. Common Stock
NTGN
$117K ﹤0.01%
+24,600
New +$138K
UNAM
3379
DELISTED
Unico American Corp
UNAM
$116K ﹤0.01%
18,800
+100
+0.5% +$600
SKYS
3380
DELISTED
Sky Solar Holdings, Ltd.
SKYS
$114K ﹤0.01%
87,492
+14,000
+19% +$21.8K
TRNX
3381
DELISTED
Taronis Technologies, Inc. Common Stock
TRNX
$114K ﹤0.01%
+151,820
New +$383K
BIQI
3382
DELISTED
BIQI International Holdings Corporation Common Shares
BIQI
$113K ﹤0.01%
+162,117
New +$209K
VOC icon
3383
VOC Energy
VOC
$55.8M
$112K ﹤0.01%
+22,100
New +$120K
TRAW icon
3384
Traws Pharma
TRAW
$9.14M
$112K ﹤0.01%
104
-21
-17% -$28.9K
DOMH icon
3385
Dominari Holdings
DOMH
$70.3M
$110K ﹤0.01%
+2,594
New +$143K
SCPX
3386
DELISTED
Scorpius Holdings, Inc.
SCPX
$110K ﹤0.01%
6
+4
+200% +$105K
CYH icon
3387
Community Health Systems
CYH
$419M
$109K ﹤0.01%
40,800
+29,500
+261% +$93.1K
SMMT icon
3388
Summit Therapeutics
SMMT
$11.2B
$107K ﹤0.01%
84,530
+8,200
+11% +$13.7K
ESEA icon
3389
Euroseas
ESEA
$519M
$106K ﹤0.01%
26,545
+1,681
+7% +$7.4K
REPX icon
3390
Riley Exploration Permian
REPX
$786M
$105K ﹤0.01%
10,499
+908
+9% +$10.7K
XPL icon
3391
Solitario Resources
XPL
$73.9M
$105K ﹤0.01%
326,659
+96,538
+42% +$35K
NEWA
3392
DELISTED
Newater Technology, Inc. Ordinary Shares
NEWA
$105K ﹤0.01%
+19,100
New +$128K
DYAI icon
3393
Dyadic International
DYAI
$28.1M
$103K ﹤0.01%
+16,400
New +$77.4K
ZAGG
3394
DELISTED
ZAGG Inc Common Stock (Delaware)
ZAGG
$103K ﹤0.01%
14,800
-180,800
-92% -$1.36M
CWBC
3395
DELISTED
Community West BanCshares
CWBC
$103K ﹤0.01%
10,700
-10,200
-49% -$101K
SELF
3396
Global Self Storage
SELF
$58.9M
$102K ﹤0.01%
27,100
+5,705
+27% +$21.8K
ATXI
3397
DELISTED
Avenue Therapeutics, Inc. Common Stock
ATXI
$101K ﹤0.01%
14
+4
+40% +$23.2K
NEGG icon
3398
Newegg Commerce
NEGG
$397M
$100K ﹤0.01%
504
+5
+1% +$1.14K
SVT
3399
DELISTED
Servotronics
SVT
$99K ﹤0.01%
+10,300
New +$119K
CEI
3400
DELISTED
Camber Energy, Inc
CEI
$99K ﹤0.01%
+11
New +$185K
134 135
136
137 138

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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.