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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
NVAX icon
3701
Novavax
NVAX
$1.3B
– –
-120,883
Closed -$1.33M
NWL icon
3702
Newell Brands
NWL
$2.57B
– –
-2,694,067
Closed -$41.3M
OC icon
3703
Owens Corning
OC
$12.2B
– –
-508,600
Closed -$24M
OCGN icon
3704
Ocugen
OCGN
$475M
– –
-2,303
Closed -$16K
IMDX
3705
Insight Molecular Diagnostics
IMDX
$138M
– –
-6,810
Closed -$538K
OGS icon
3706
ONE Gas
OGS
$5.02B
– –
-5,700
Closed -$507K
ORLY icon
3707
O'Reilly Automotive
ORLY
$74.4B
– –
-535,410
Closed -$13.9M
OSK icon
3708
Oshkosh
OSK
$9.46B
– –
-95,500
Closed -$7.17M
OTLK icon
3709
Outlook Therapeutics
OTLK
$217M
– –
-558
Closed -$83K
PAYC icon
3710
Paycom
PAYC
$9.25B
– –
-69,950
Closed -$13.2M
PFGC icon
3711
Performance Food Group
PFGC
$16.7B
– –
-77,600
Closed -$3.08M
PGF icon
3712
Invesco Financial Preferred ETF
PGF
$668M
– –
-121,500
Closed -$2.22M
PKX icon
3713
POSCO
PKX
$17.3B
– –
-47,300
Closed -$2.61M
PLAY icon
3714
Dave & Buster's
PLAY
$348M
– –
-148,300
Closed -$7.4M
PLCE icon
3715
Children's Place
PLCE
$55.4M
– –
-246,360
Closed -$24M
PPH icon
3716
VanEck Pharmaceutical ETF
PPH
$991M
– –
-4,800
Closed -$291K
PRLB icon
3717
Protolabs
PRLB
$2.18B
– –
-48,800
Closed -$5.13M
PRTA icon
3718
Prothena Corp
PRTA
$473M
– –
-12,800
Closed -$155K
QNST icon
3719
QuinStreet
QNST
$1.18B
– –
-415,200
Closed -$5.56M
RCKT icon
3720
Rocket Pharmaceuticals
RCKT
$382M
– –
-17,301
Closed -$303K
REFR icon
3721
Research Frontiers
REFR
$17.1M
– –
-18,123
Closed -$39K
RITM icon
3722
Rithm Capital
RITM
$5.7B
– –
-1,150,005
Closed -$19.4M
RLI icon
3723
RLI Corp
RLI
$5.77B
– –
-61,600
Closed -$2.21M
RMTI icon
3724
Rockwell Medical
RMTI
$28M
– –
-264
Closed -$165K
RSG icon
3725
Republic Services
RSG
$66.1B
– –
-41,400
Closed -$3.33M
147 148
149
150 151

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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.