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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
VUZI icon
3776
Vuzix
VUZI
$220M
– –
-35,200
Closed -$108K
VWO icon
3777
Vanguard FTSE Emerging Markets ETF
VWO
$125B
– –
-8,500
Closed -$361K
VXF icon
3778
Vanguard Extended Market ETF
VXF
$31.9B
– –
-4,300
Closed -$496K
WB icon
3779
Weibo
WB
$1.93B
– –
-531,908
Closed -$33M
WDAY icon
3780
Workday
WDAY
$44.8B
– –
-406,200
Closed -$78.3M
WEX icon
3781
WEX
WEX
$6.44B
– –
-43,600
Closed -$8.37M
WGO icon
3782
Winnebago Industries
WGO
$927M
– –
-319,800
Closed -$9.96M
WIP icon
3783
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$473M
– –
-5,600
Closed -$303K
WLDN icon
3784
Willdan Group
WLDN
$1.28B
– –
-47,700
Closed -$1.77M
WLK icon
3785
Westlake Corp
WLK
$10.3B
– –
-339,200
Closed -$23M
WTRG icon
3786
Essential Utilities
WTRG
$11.4B
– –
-44,000
Closed -$1.6M
WWR icon
3787
Westwater Resources
WWR
$77.2M
– –
-1,428
Closed -$10K
XPRO icon
3788
Expro Ltd
XPRO
$2.05B
– –
-28,783
Closed -$1.07M
ZTO icon
3789
ZTO Express
ZTO
$17.6B
– –
-305,500
Closed -$5.58M
GAP
3790
The Gap Inc
GAP
$7.55B
– –
-1,042,900
Closed -$27.3M
GRCE
3791
Grace Therapeutics
GRCE
$44.6M
– –
-510
Closed -$25K
TPC
3792
Tutor Perini Cor
TPC
$5.13B
– –
-39,500
Closed -$676K
CNSL
3793
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
– –
-89,141
Closed -$973K
AKTS
3794
DELISTED
Akoustis Technologies Inc
AKTS
– –
-34,400
Closed -$200K
MRO
3795
DELISTED
Marathon Oil Corporation
MRO
– –
-4,838,945
Closed -$80.9M
ENSV
3796
DELISTED
Enservco Corp.
ENSV
– –
-2,780
Closed -$22K
DXYN
3797
DELISTED
Dixie Group Inc
DXYN
– –
-28,835
Closed -$27K
GTHX
3798
DELISTED
G1 Therapeutics, Inc. Common Stock
GTHX
– –
-70,700
Closed -$1.17M
SIX
3799
DELISTED
Six Flags Entertainment Corp.
SIX
– –
-401,898
Closed -$19.8M
MOTS
3800
DELISTED
Motus GI Holdings, Inc. Common Stock
MOTS
– –
-37
Closed -$43K
150 151
152
153 154

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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.