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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
AAU
3801
DELISTED
Almaden Minerals Ltd
AAU
– –
-125,900
Closed -$73K
CURO
3802
DELISTED
CURO Group Holdings Corp.
CURO
– –
-23,900
Closed -$240K
ONCT
3803
DELISTED
Oncternal Therapeutics, Inc. Common Stock
ONCT
– –
-1,677
Closed -$282K
NMRD
3804
DELISTED
Nemaura Medical, Inc. Common Stock
NMRD
– –
-3,464
Closed -$36K
HEP
3805
DELISTED
Holly Energy Partners, L.P.
HEP
– –
-23,700
Closed -$640K
MMP
3806
DELISTED
Magellan Midstream Partners, L.P.
MMP
– –
-481,016
Closed -$29.2M
AUD
3807
DELISTED
Audacy, Inc.
AUD
– –
-746,593
Closed -$3.92M
ASAP
3808
DELISTED
Waitr Holdings Inc. Common Stock
ASAP
– –
-6,230
Closed -$1.53M
DS
3809
DELISTED
Drive Shack Inc.
DS
– –
-171,700
Closed -$771K
SMTS
3810
DELISTED
Sierra Metals Inc. Common Stock
SMTS
– –
-17,400
Closed -$28K
QTNT
3811
DELISTED
Quotient Limited Ordinary Shares
QTNT
– –
-1,270
Closed -$458K
RNDB
3812
DELISTED
Randolph Bancorp, Inc. Common Stock
RNDB
– –
-14,800
Closed -$224K
BKEP
3813
DELISTED
Blueknight Energy Partners L.P.
BKEP
– –
-34,700
Closed -$36K
SAIL
3814
DELISTED
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
– –
-148,800
Closed -$4.27M
CERN
3815
DELISTED
Cerner Corp
CERN
– –
-780,220
Closed -$44.6M
IIN
3816
DELISTED
IntriCon Corporation
IIN
– –
-87,400
Closed -$2.19M
FLOW
3817
DELISTED
SPX FLOW, Inc.
FLOW
– –
-93,700
Closed -$2.99M
RDS.A
3818
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
– –
-1,608,059
Closed -$101M
LMRK
3819
DELISTED
Landmark Infrastructure Partners LP Common Units
LMRK
– –
-50,300
Closed -$853K
XOG
3820
DELISTED
Extraction Oil & Gas, Inc. Common Stock
XOG
– –
-161,400
Closed -$683K
CLDR
3821
DELISTED
Cloudera, Inc.
CLDR
– –
-3,774,866
Closed -$41.3M
SHSP
3822
DELISTED
SharpSpring, Inc.
SHSP
– –
-29,200
Closed -$468K
DSSI
3823
DELISTED
Diamond S Shipping Inc. Common Shares
DSSI
– –
-11,067
Closed -$115K
GRUB
3824
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
– –
-14,800
Closed -$2.06M
MIK
3825
DELISTED
Michaels Stores, Inc
MIK
– –
-565,400
Closed -$6.46M
151 152
153
154 155

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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.