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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
MGA icon
3676
Magna International
MGA
$18.7B
– –
-133,784
Closed -$6.51M
MGPI icon
3677
MGP Ingredients
MGPI
$386M
– –
-12,173
Closed -$939K
MHK icon
3678
Mohawk Industries
MHK
$9.21B
– –
-3,700
Closed -$467K
MMSI icon
3679
Merit Medical Systems
MMSI
$5.39B
– –
-9,212
Closed -$570K
MNKD icon
3680
MannKind Corp
MNKD
$1.25B
– –
-305,954
Closed -$603K
MOAT icon
3681
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
– –
-13,470
Closed -$628K
CALY
3682
Callaway Golf Company
CALY
$2.97B
– –
-274,900
Closed -$4.38M
MOS icon
3683
The Mosaic Company
MOS
$7.14B
– –
-32,300
Closed -$882K
MPC icon
3684
Marathon Petroleum
MPC
$95.9B
– –
-604,899
Closed -$36.2M
MPT
3685
Medical Properties Trust
MPT
$2.41B
– –
-2,046,700
Closed -$37.9M
MRC
3686
DELISTED
MRC Global
MRC
– –
-274,200
Closed -$4.79M
MSI icon
3687
Motorola Solutions
MSI
$77.4B
– –
-674,515
Closed -$94.7M
MTNB icon
3688
Matinas BioPharma
MTNB
$1.47M
– –
-5,060
Closed -$276K
MTRX icon
3689
Matrix Service
MTRX
$333M
– –
-72,700
Closed -$1.42M
MUR icon
3690
Murphy Oil
MUR
$5.06B
– –
-608,200
Closed -$17.8M
MYRG icon
3691
MYR Group
MYRG
$5.24B
– –
-24,600
Closed -$852K
NAK
3692
Northern Dynasty Minerals
NAK
$947M
– –
-160,600
Closed -$97K
NCSM icon
3693
NCS Multistage Holdings
NCSM
$135M
– –
-1,075
Closed -$111K
NDLS icon
3694
Noodles & Co
NDLS
$99M
– –
-3,621
Closed -$197K
NGVT icon
3695
Ingevity
NGVT
$2.63B
– –
-30,400
Closed -$3.21M
NINE
3696
DELISTED
Nine Energy Service
NINE
– –
-59,700
Closed -$1.35M
NMRK icon
3697
Newmark Group
NMRK
$2.63B
– –
-361,850
Closed -$3.02M
NOC icon
3698
Northrop Grumman
NOC
$81.7B
– –
-186,400
Closed -$50.3M
NRT
3699
North European Oil Royalty Trust
NRT
$83.9M
– –
-15,100
Closed -$104K
NTGR icon
3700
NETGEAR
NTGR
$650M
– –
-76,600
Closed -$2.54M
146 147
148
149 150

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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.