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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
BDR
3426
DELISTED
Blonder Tongue Laboratories Inc
BDR
$74K ﹤0.01%
76,657
-4,900
-6% -$4.81K
CMCL icon
3427
Caledonia Mining Corp
CMCL
$439M
$73K ﹤0.01%
11,500
-9,900
-46% -$57K
FUV
3428
DELISTED
Arcimoto, Inc. Common Stock
FUV
$72K ﹤0.01%
+1,110
New +$77.3K
ITP icon
3429
IT Tech Packaging
ITP
$2.88M
$68K ﹤0.01%
9,590
+940
+11% +$9.59K
UUU icon
3430
Universal Safety Products Inc
UUU
$10.3M
$67K ﹤0.01%
54,923
+811
+1% +$1.03K
XYF
3431
X Financial
XYF
$214M
$65K ﹤0.01%
+5,800
New +$83.1K
SURF
3432
DELISTED
Surface Oncology, Inc. Common Stock
SURF
$65K ﹤0.01%
+23,200
New +$92.3K
CHRA
3433
DELISTED
Charah Solutions, Inc Common Stock
CHRA
$65K ﹤0.01%
+1,190
New +$69.1K
SHIP icon
3434
Seanergy Maritime Holdings
SHIP
$360M
$64K ﹤0.01%
+651
New +$242K
XYLO
3435
DELISTED
Xylo Technologies
XYLO
$62K ﹤0.01%
621
+333
+116% +$35.7K
RRD
3436
DELISTED
RR Donnelley & Sons Co.
RRD
$59K ﹤0.01%
30,200
-286,400
-90% -$946K
APPS icon
3437
Digital Turbine
APPS
$1.53B
$58K ﹤0.01%
11,600
-94,200
-89% -$379K
PSHG icon
3438
Performance Shipping
PSHG
$21.5M
$58K ﹤0.01%
+398
New +$64.6K
XELB icon
3439
Xcel Brands
XELB
$6.42M
$58K ﹤0.01%
4,030
-650
-14% -$8.86K
WHWK
3440
Whitehawk Therapeutics
WHWK
$267M
$57K ﹤0.01%
+4,200
New +$63.7K
JNCE
3441
DELISTED
Jounce Therapeutics, Inc. Common Stock
JNCE
$57K ﹤0.01%
11,600
-1,200
-9% -$6.37K
SDLP
3442
DELISTED
SEADRILL PARTNERS LLC
SDLP
$57K ﹤0.01%
15,260
+3,370
+28% +$19.7K
CELH icon
3443
Celsius Holdings
CELH
$7.28B
$56K ﹤0.01%
37,800
-5,400
-13% -$7.39K
ENVB icon
3444
Enveric Biosciences
ENVB
$6.08M
– –
0
– –
AIOS
3445
AIOS Tech
AIOS
$39.4M
$56K ﹤0.01%
164
+31
+23% +$6.08K
APTO
3446
DELISTED
Aptose Biosciences, Inc.
APTO
$56K ﹤0.01%
+48
New +$44.2K
PER
3447
DELISTED
SANDRIDGE PERMIAN TRUST
PER
$55K ﹤0.01%
+30,467
New +$64K
VNRX icon
3448
VolitionRx Ltd
VNRX
$7.6M
$53K ﹤0.01%
845
+275
+48% +$17.8K
VRNA
3449
DELISTED
Verona Pharma
VRNA
$53K ﹤0.01%
10,300
-1,400
-12% -$8.54K
ATNM icon
3450
Actinium Pharmaceuticals
ATNM
$30.2M
$52K ﹤0.01%
7,054
+2,409
+52% +$24.2K
136 137
138
139 140

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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.