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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
SBET icon
3726
Sharplink Inc
SBET
$1.35B
– –
-76
Closed -$34K
SCHP icon
3727
Schwab US TIPS ETF
SCHP
$16.2B
– –
-86,000
Closed -$2.37M
SHOO icon
3728
Steven Madden
SHOO
$3.47B
– –
-29,967
Closed -$1.01M
SHW icon
3729
Sherwin-Williams
SHW
$87.6B
– –
-105,000
Closed -$15.1M
SILC icon
3730
Silicom
SILC
$284M
– –
-15,100
Closed -$578K
SKY icon
3731
Champion Homes
SKY
$5.03B
– –
-115,900
Closed -$2.2M
SKX
3732
DELISTED
Skechers
SKX
– –
-50,500
Closed -$1.7M
SLB icon
3733
SLB Ltd
SLB
$78.7B
– –
-3,107,004
Closed -$135M
SNBR
3734
DELISTED
Sleep Number
SNBR
– –
-551,200
Closed -$25.9M
SOXS icon
3735
Direxion Daily Semiconductor Bear 3X ETF
SOXS
$1.39B
– –
0
– -$91K
SPDW icon
3736
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.9B
– –
-27,300
Closed -$797K
SPGI icon
3737
S&P Global
SPGI
$120B
– –
-27,000
Closed -$5.68M
SPHD icon
3738
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.38B
– –
-12,100
Closed -$514K
SQQQ icon
3739
ProShares UltraPro Short QQQ
SQQQ
$1.73B
– –
-29
Closed -$731K
SSTI icon
3740
SoundThinking
SSTI
$107M
– –
-16,500
Closed -$637K
STIP icon
3741
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
– –
-11,300
Closed -$1.13M
STWD icon
3742
Starwood Property Trust
STWD
$6.13B
– –
-173,484
Closed -$3.88M
SVRA icon
3743
Savara
SVRA
$1.18B
– –
-63,183
Closed -$466K
TAP icon
3744
Molson Coors Class B
TAP
$7.7B
– –
-321,800
Closed -$19.2M
TCMD icon
3745
Tactile Systems Technology
TCMD
$560M
– –
-125,500
Closed -$6.62M
TDG icon
3746
TransDigm Group
TDG
$68.7B
– –
-26,200
Closed -$11.9M
TDTT icon
3747
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.53B
– –
-16,000
Closed -$389K
TDY icon
3748
Teledyne Technologies
TDY
$31.4B
– –
-2,500
Closed -$593K
TFIN icon
3749
Triumph Financial Inc
TFIN
$1.83B
– –
-14,300
Closed -$420K
THD icon
3750
iShares MSCI Thailand ETF
THD
$356M
– –
-9,800
Closed -$866K
148 149
150
151 152

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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.