We are live on ! Find out more
Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
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
CAL icon
3551
Caleres
CAL
$463M
– –
-68,150
Closed -$1.68M
CAPL icon
3552
CrossAmerica Partners
CAPL
$883M
– –
-57,200
Closed -$1.04M
CASI
3553
DELISTED
CASI Pharmaceuticals
CASI
– –
-4,194
Closed -$120K
CB icon
3554
Chubb
CB
$133B
– –
-11,983
Closed -$1.68M
CBT icon
3555
Cabot Corp
CBT
$4.46B
– –
-137,200
Closed -$5.71M
CC icon
3556
Chemours
CC
$2.3B
– –
-374,500
Closed -$13.9M
CE icon
3557
Celanese
CE
$4.86B
– –
-219,000
Closed -$21.6M
CGNX icon
3558
Cognex
CGNX
$10.4B
– –
-65,800
Closed -$3.35M
CHCT
3559
Community Healthcare Trust
CHCT
$434M
– –
-34,700
Closed -$1.25M
CHH icon
3560
Choice Hotels
CHH
$4.69B
– –
-109,300
Closed -$8.5M
CLB icon
3561
Core Laboratories
CLB
$572M
– –
-250,700
Closed -$17.3M
CLS icon
3562
Celestica
CLS
$44B
– –
-125,588
Closed -$1.06M
CLSD
3563
DELISTED
Clearside Biomedical
CLSD
– –
-1,781
Closed -$37K
CNQ icon
3564
Canadian Natural Resources
CNQ
$98.2B
– –
-413,097
Closed -$5.56M
COF icon
3565
Capital One
COF
$137B
– –
-276,899
Closed -$22.6M
VISN
3566
Vistance Networks Inc
VISN
$2.61B
– –
-288,200
Closed -$6.26M
COST icon
3567
Costco
COST
$426B
– –
-1,154,172
Closed -$279M
CSGP icon
3568
CoStar Group
CSGP
$13.3B
– –
-98,640
Closed -$4.6M
CSIQ icon
3569
Canadian Solar
CSIQ
$1.04B
– –
-48,702
Closed -$907K
CTSH icon
3570
Cognizant
CTSH
$26.8B
– –
-1,777,352
Closed -$129M
CTSO icon
3571
Cytosorbents Corp
CTSO
$23.2M
– –
-38,800
Closed -$294K
CVM icon
3572
CEL-SCI Corp
CVM
$26M
– –
-5,920
Closed -$629K
CVX icon
3573
Chevron
CVX
$388B
– –
-1,830,284
Closed -$225M
CWB icon
3574
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.74B
– –
-25,700
Closed -$1.34M
CWI icon
3575
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.88B
– –
-18,750
Closed -$453K
141 142
143
144 145

Similar funds

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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.