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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
STKS icon
3401
The ONE Group
STKS
$56.8M
$97K ﹤0.01%
30,445
+3,046
+11% +$10K
UAN icon
3402
CVR Partners
UAN
$1.26B
$97K ﹤0.01%
2,360
-7,511
-76% -$277K
ATTO
3403
DELISTED
Atento S.A.
ATTO
$97K ﹤0.01%
7,758
-4,476
-37% -$70.2K
MTFB
3404
DELISTED
Motif Bio plc ADRs
MTFB
$97K ﹤0.01%
+145,350
New +$253K
TRAK icon
3405
ReposiTrak
TRAK
$158M
$96K ﹤0.01%
+18,000
New +$120K
BCOM
3406
DELISTED
B Communications Ltd
BCOM
$96K ﹤0.01%
55,148
+13,748
+33% +$24K
ARCW
3407
DELISTED
ARC Group Worldwide, Inc
ARCW
$96K ﹤0.01%
214,000
+16,000
+8% +$10.3K
DSS icon
3408
DSS Inc
DSS
$5.18M
$95K ﹤0.01%
341
-82
-19% -$44.6K
NVCN
3409
DELISTED
Neovasc Inc.
NVCN
$95K ﹤0.01%
+790
New +$98.2K
CELP
3410
DELISTED
Cypress Environmental Partners, L.P.
CELP
$95K ﹤0.01%
+13,100
New +$94.7K
USIO icon
3411
Usio Inc
USIO
$71.5M
$94K ﹤0.01%
27,299
-18,000
-40% -$49.3K
NHLD
3412
DELISTED
National Holdings Corporation
NHLD
$92K ﹤0.01%
33,903
+10,403
+44% +$31.4K
TPHS
3413
DELISTED
Trinity Place Holdings Inc.com
TPHS
$91K ﹤0.01%
23,100
+600
+3% +$2.45K
KZIA
3414
Kazia Therapeutics
KZIA
$151M
$89K ﹤0.01%
687
– –
IDEX
3415
DELISTED
Ideanomics, Inc. Common Stock
IDEX
$89K ﹤0.01%
+290
New +$62.8K
SINT icon
3416
SiNtx Technologies
SINT
$10.9M
$87K ﹤0.01%
2
+1
+100% +$104K
TIO
3417
DELISTED
Tingo Group, Inc. Common Stock
TIO
$85K ﹤0.01%
112,172
-48,419
-30% -$49.9K
FEDU
3418
Four Seasons Education Depositary Shares Rep 10 Ordinary Shares
FEDU
$19.2M
$84K ﹤0.01%
2,333
+493
+27% +$20.7K
ASFI
3419
DELISTED
Asta Funding Inc
ASFI
$84K ﹤0.01%
+11,971
New +$70.6K
DXR icon
3420
Daxor
DXR
$60.7M
$83K ﹤0.01%
10,500
-2,000
-16% -$18.4K
LFT
3421
Lument Finance Trust
LFT
$36.4M
$81K ﹤0.01%
23,709
-20,225
-46% -$69.5K
AMBO
3422
Ambow Education Holding
AMBO
$6.06M
$80K ﹤0.01%
2,134
+703
+49% +$32.8K
AGFS
3423
DELISTED
AgroFresh Solutions Inc
AGFS
$79K ﹤0.01%
+52,385
New +$137K
CBAT icon
3424
CBAK Energy Technology Ltd
CBAT
$65.5M
$75K ﹤0.01%
80,020
+1,780
+2% +$1.74K
MNI
3425
DELISTED
The McClatchy Company Class A Common Stock
MNI
$75K ﹤0.01%
28,830
-14,400
-33% -$42.7K
135 136
137
138 139

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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.