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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
DDD icon
3576
3D Systems Corp
DDD
$598M
– –
-371,150
Closed -$3.99M
DDM icon
3577
ProShares Ultra Dow30
DDM
$544M
– –
-13,200
Closed -$306K
DFIN icon
3578
Donnelley Financial Solutions
DFIN
$1.22B
– –
-27,000
Closed -$402K
DFJ icon
3579
WisdomTree Japan SmallCap Dividend Fund
DFJ
$404M
– –
-5,600
Closed -$382K
KUST
3580
Kustom Entertainment Inc
KUST
$834K
– –
0
– -$82K
DGX icon
3581
Quest Diagnostics
DGX
$26.1B
– –
-25,720
Closed -$2.31M
DHC
3582
Diversified Healthcare Trust
DHC
$2.02B
– –
-18,100
Closed -$213K
DIS icon
3583
Walt Disney
DIS
$181B
– –
-1,193,127
Closed -$132M
DJP icon
3584
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$814M
– –
-11,900
Closed -$270K
DOC icon
3585
Healthpeak Properties
DOC
$14.4B
– –
-213,700
Closed -$6.69M
DVA icon
3586
DaVita
DVA
$11.5B
– –
-53,100
Closed -$2.88M
DX
3587
Dynex Capital
DX
$3.23B
– –
-322,167
Closed -$5.89M
DXJ icon
3588
WisdomTree Japan Hedged Equity Fund
DXJ
$7.55B
– –
-29,300
Closed -$1.48M
EDIT icon
3589
Editas Medicine
EDIT
$435M
– –
-371,400
Closed -$9.08M
EDU icon
3590
New Oriental
EDU
$8.34B
– –
-286,300
Closed -$25.8M
EEFT icon
3591
Euronet Worldwide
EEFT
$2.78B
– –
-271,245
Closed -$38.7M
EFA icon
3592
iShares MSCI EAFE ETF
EFA
$80.3B
– –
-42,700
Closed -$2.77M
EIDO icon
3593
iShares MSCI Indonesia ETF
EIDO
$484M
– –
-41,706
Closed -$1.07M
ELV icon
3594
Elevance Health
ELV
$86.4B
– –
-275,973
Closed -$79.2M
EMN icon
3595
Eastman Chemical
EMN
$8.42B
– –
-50,940
Closed -$3.87M
ENR icon
3596
Energizer
ENR
$1.55B
– –
-401,020
Closed -$18M
EPU icon
3597
iShares MSCI Peru and Global Exposure ETF
EPU
$541M
– –
-7,000
Closed -$275K
EQR icon
3598
Equity Residential
EQR
$24.8B
– –
-73,000
Closed -$5.5M
ERIE icon
3599
Erie Indemnity
ERIE
$13.5B
– –
-129,471
Closed -$23.1M
ERII icon
3600
Energy Recovery
ERII
$397M
– –
-40,800
Closed -$356K
142 143
144
145 146

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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.