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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
IMMP
3451
Immutep
IMMP
$59.5M
$52K ﹤0.01%
28,500
+4,702
+20% +$8.99K
LEU icon
3452
Centrus Energy
LEU
$3.83B
$52K ﹤0.01%
+15,905
New +$50.9K
EMAN
3453
DELISTED
eMagin Corporation
EMAN
$52K ﹤0.01%
114,013
+87,513
+330% +$48.7K
AMR
3454
DELISTED
Alta Mesa Resources Inc
AMR
$51K ﹤0.01%
+349,023
New +$66.1K
CLDC
3455
DELISTED
China Lending Corporation Ordinary Shares
CLDC
$51K ﹤0.01%
52,300
+11,000
+27% +$12K
CTXR icon
3456
Citius Pharmaceuticals
CTXR
$20.1M
$50K ﹤0.01%
2,053
-808
-28% -$23K
TRMT
3457
DELISTED
Tremont Mortgage Trust Common Shares of Beneficial Interest
TRMT
$50K ﹤0.01%
12,001
+101
+0.8% +$716
DNN icon
3458
Denison Mines
DNN
$2.95B
$48K ﹤0.01%
90,100
-198,900
-69% -$104K
RKDA icon
3459
Arcadia Biosciences
RKDA
$1.24M
$48K ﹤0.01%
+392
New +$83.4K
AMS icon
3460
American Shared Hospital Services
AMS
$10.6M
$46K ﹤0.01%
16,100
-3,100
-16% -$8.76K
EFOI icon
3461
Energy Focus
EFOI
$19.1M
$46K ﹤0.01%
3,208
+1,478
+85% +$28.6K
PETZ icon
3462
TDH Holdings
PETZ
$15.5M
$45K ﹤0.01%
3,140
-785
-20% -$12.2K
NTBL
3463
DELISTED
Notable Labs, Ltd. Ordinary Shares
NTBL
$45K ﹤0.01%
997
+597
+149% +$27.2K
PALI icon
3464
Palisade Bio
PALI
$375M
$44K ﹤0.01%
+2
New +$77.6K
HEPA
3465
DELISTED
Hepion Pharmaceuticals
HEPA
$43K ﹤0.01%
+10
New +$102K
SANW
3466
DELISTED
S&W Seed Co
SANW
$43K ﹤0.01%
863
+221
+34% +$11.4K
NES
3467
DELISTED
Nuverra Environmental Solutions, Inc. Common Stock
NES
$43K ﹤0.01%
+10,400
New +$66.1K
GNPX icon
3468
Genprex
GNPX
$2.46M
$42K ﹤0.01%
1
– –
DYNT
3469
DELISTED
Dynatronics Corp
DYNT
$42K ﹤0.01%
5,060
+860
+20% +$7.36K
AIRTW
3470
DELISTED
Air T Inc Warrants
AIRTW
$41K ﹤0.01%
+588,131
New +$62.5K
YHGJ icon
3471
Yunhong Green CTI Ltd
YHGJ
$8.87M
$40K ﹤0.01%
1,230
-20
-2% -$615
SONN
3472
DELISTED
Sonnet BioTherapeutics
SONN
$39K ﹤0.01%
+1
New +$85K
FORK
3473
DELISTED
Fuling Global Inc
FORK
$39K ﹤0.01%
+18,900
New +$42.5K
OBE
3474
Obsidian Energy
OBE
$697M
$38K ﹤0.01%
31,971
-112,104
-78% -$202K
APTX
3475
DELISTED
Aptinyx Inc. Common Stock
APTX
$37K ﹤0.01%
+11,000
New +$39.1K
137 138
139
140 141

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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.