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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
AMRC icon
3526
Ameresco
AMRC
$1.47B
– –
-182,810
Closed -$2.96M
APD icon
3527
Air Products & Chemicals
APD
$68B
– –
-10,700
Closed -$2.04M
APLS
3528
DELISTED
Apellis Pharmaceuticals
APLS
– –
-26,200
Closed -$511K
ARCO icon
3529
Arcos Dorados Holdings
ARCO
$1.71B
– –
-43,194
Closed -$301K
ARE icon
3530
Alexandria Real Estate Equities
ARE
$8.33B
– –
-30,600
Closed -$4.36M
ARMK icon
3531
Aramark
ARMK
$16.1B
– –
-317,968
Closed -$6.78M
ARR
3532
Armour Residential REIT
ARR
$2.37B
– –
-110,744
Closed -$10.8M
ARW icon
3533
Arrow Electronics
ARW
$10.6B
– –
-56,800
Closed -$4.38M
ATI icon
3534
ATI
ATI
$30.9B
– –
-144,792
Closed -$3.7M
AUDC icon
3535
AudioCodes
AUDC
$253M
– –
-117,573
Closed -$1.63M
AVGO icon
3536
Broadcom
AVGO
$1.99T
– –
-2,098,960
Closed -$63.1M
AXP icon
3537
American Express
AXP
$232B
– –
-329,000
Closed -$36M
BABA icon
3538
Alibaba
BABA
$293B
– –
-62,900
Closed -$11.5M
BAK icon
3539
Braskem
BAK
$825M
– –
-4,349,500
Closed -$112M
BALY icon
3540
Bally's
BALY
$660M
– –
-72,047
Closed -$2.16M
BDRX
3541
Biodexa Pharmaceuticals
BDRX
$1.61M
– –
0
– -$150K
BEN icon
3542
Franklin Resources
BEN
$17.2B
– –
-13,500
Closed -$447K
BFAM icon
3543
Bright Horizons
BFAM
$3.85B
– –
-10,800
Closed -$1.37M
BIDU icon
3544
Baidu
BIDU
$35.5B
– –
-676,800
Closed -$112M
BKR icon
3545
Baker Hughes
BKR
$63B
– –
-19,100
Closed -$529K
BLK icon
3546
Blackrock
BLK
$183B
– –
-127,000
Closed -$54.3M
BLKB icon
3547
Blackbaud
BLKB
$2.1B
– –
-34,997
Closed -$2.79M
BLIN icon
3548
Bridgeline Digital
BLIN
$13.9M
– –
-296
Closed -$2K
BPT
3549
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
– –
-11,400
Closed -$303K
BR icon
3550
Broadridge
BR
$19.6B
– –
-10,100
Closed -$1.05M
140 141
142
143 144

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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.