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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
EVH icon
3601
Evolent Health
EVH
$510M
– –
-195,499
Closed -$2.46M
EWG icon
3602
iShares MSCI Germany ETF
EWG
$1.67B
– –
-23,700
Closed -$638K
EWH icon
3603
iShares MSCI Hong Kong ETF
EWH
$1.21B
– –
-171,900
Closed -$4.5M
EWT icon
3604
iShares MSCI Taiwan ETF
EWT
$11.6B
– –
-39,100
Closed -$1.35M
EWU icon
3605
iShares MSCI United Kingdom ETF
EWU
$4.13B
– –
-24,500
Closed -$809K
EWW icon
3606
iShares MSCI Mexico ETF
EWW
$1.88B
– –
-39,400
Closed -$1.72M
FCX icon
3607
Freeport-McMoran
FCX
$93.6B
– –
-140,600
Closed -$1.81M
FDT icon
3608
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$1.33B
– –
-5,800
Closed -$315K
FENC icon
3609
Fennec Pharmaceuticals
FENC
$427M
– –
-31,100
Closed -$151K
FL
3610
DELISTED
Foot Locker
FL
– –
-35,000
Closed -$2.12M
FNF icon
3611
Fidelity National Financial
FNF
$13.1B
– –
-49,192
Closed -$1.73M
FNKO icon
3612
Funko
FNKO
$338M
– –
-20,400
Closed -$443K
FWONK icon
3613
Liberty Media Series C
FWONK
$26B
– –
-155,535
Closed -$5.27M
FXI icon
3614
iShares China Large-Cap ETF
FXI
$4.15B
– –
-28,900
Closed -$1.28M
TDAY
3615
USA Today Co
TDAY
$1B
– –
-265,800
Closed -$2.79M
GDX icon
3616
VanEck Gold Miners ETF
GDX
$26.9B
– –
-244,900
Closed -$5.49M
GEF icon
3617
Greif
GEF
$5.05B
– –
-50,600
Closed -$2.09M
GGAL icon
3618
Galicia Financial Group
GGAL
$7.21B
– –
-12,300
Closed -$314K
GIB icon
3619
CGI
GIB
$15.3B
– –
-200,200
Closed -$13.8M
GIGM icon
3620
GigaMedia
GIGM
$16.4M
– –
-18,543
Closed -$50K
GIII icon
3621
G-III Apparel Group
GIII
$1.43B
– –
-296,700
Closed -$11.9M
GLOB icon
3622
Globant
GLOB
$1.76B
– –
-48,220
Closed -$3.44M
GLW icon
3623
Corning
GLW
$139B
– –
-2,008,000
Closed -$66.5M
GNR icon
3624
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.9B
– –
-10,000
Closed -$462K
GOLF icon
3625
Acushnet Holdings
GOLF
$5.28B
– –
-14,200
Closed -$329K
143 144
145
146 147

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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.