We are live on ! Find out more
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
TIP icon
3751
iShares TIPS Bond ETF
TIP
$14.7B
– –
-46,176
Closed -$5.22M
TKC icon
3752
Turkcell
TKC
$4.72B
– –
-49,719
Closed -$266K
TLF icon
3753
Tandy Leather Factory
TLF
$19.7M
– –
-12,300
Closed -$74K
TMUS icon
3754
T-Mobile US
TMUS
$192B
– –
-329,550
Closed -$22.8M
TNL icon
3755
Travel + Leisure Co
TNL
$4.52B
– –
-244,600
Closed -$9.9M
TOL icon
3756
Toll Brothers
TOL
$14.3B
– –
-453,900
Closed -$16.4M
TPH
3757
DELISTED
Tri Pointe Homes
TPH
– –
-758,336
Closed -$9.59M
TRU icon
3758
TransUnion
TRU
$15.4B
– –
-52,400
Closed -$3.5M
TRV icon
3759
Travelers Companies
TRV
$78.3B
– –
-39,500
Closed -$5.42M
TSN icon
3760
Tyson Foods
TSN
$19.9B
– –
-95,700
Closed -$6.64M
TTEK icon
3761
Tetra Tech
TTEK
$9.06B
– –
-62,500
Closed -$745K
TWO
3762
Two Harbors Investment
TWO
$1.26B
– –
-353,621
Closed -$19.1M
TYL icon
3763
Tyler Technologies
TYL
$13.2B
– –
-23,900
Closed -$4.88M
UBT icon
3764
ProShares Ultra 20+ Year Treasury
UBT
$57.7M
– –
-5,400
Closed -$223K
UNH icon
3765
UnitedHealth
UNH
$361B
– –
-1,240,126
Closed -$307M
URBN icon
3766
Urban Outfitters
URBN
$6.8B
– –
-2,408,400
Closed -$71.4M
URGN icon
3767
UroGen Pharma
URGN
$2.3B
– –
-8,000
Closed -$296K
USAC icon
3768
USA Compression Partners
USAC
$3.75B
– –
-93,800
Closed -$1.46M
VB icon
3769
Vanguard Morningstar Small-Cap ETF
VB
$82.8B
– –
-4,900
Closed -$749K
VCEL icon
3770
Vericel Corp
VCEL
$2.27B
– –
-361,092
Closed -$6.32M
VCLT icon
3771
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.74B
– –
-7,300
Closed -$668K
VERI icon
3772
Veritone
VERI
$139M
– –
-175,000
Closed -$910K
VGZ icon
3773
Vista Gold
VGZ
$331M
– –
-12,200
Closed -$8K
VTIP icon
3774
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
– –
-40,066
Closed -$1.95M
VTOL icon
3775
Bristow Group
VTOL
$1.37B
– –
-22,800
Closed -$526K
149 150
151
152 153

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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.