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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
SINA
3826
DELISTED
Sina Corp
SINA
– –
-575,600
Closed -$34.1M
QEP
3827
DELISTED
QEP RESOURCES, INC.
QEP
– –
-1,815,258
Closed -$14.1M
CXO
3828
DELISTED
CONCHO RESOURCES INC.
CXO
– –
-143,042
Closed -$15.9M
CCR
3829
DELISTED
CONSOL Coal Resources LP
CCR
– –
-16,500
Closed -$292K
AXAS
3830
DELISTED
Abraxas Petroleum Corp
AXAS
– –
-17,346
Closed -$434K
MNK
3831
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
– –
-114,002
Closed -$2.48M
CNXM
3832
DELISTED
CNX Midstream Partners LP
CNXM
– –
-144,500
Closed -$2.2M
BFYT
3833
DELISTED
Benefytt Technologies, Inc. Class A Common Stock
BFYT
– –
-74,300
Closed -$1.99M
ROYT
3834
DELISTED
PACIFIC COAST OIL TRUST
ROYT
– –
-70,200
Closed -$150K
ENT
3835
DELISTED
Global Eagle Entertainment Inc.
ENT
– –
-12,840
Closed -$228K
PGNX
3836
DELISTED
Progenics Pharmaceuticals Inc
PGNX
– –
-836,789
Closed -$3.88M
UNT
3837
DELISTED
UNIT Corporation
UNT
– –
-16,797
Closed -$239K
TSG
3838
DELISTED
The Stars Group Inc.
TSG
– –
-1,100,200
Closed -$19.3M
PBBI
3839
DELISTED
PB Bancorp, Inc. Common Stock
PBBI
– –
-11,500
Closed -$132K
RTN
3840
DELISTED
Raytheon Company
RTN
– –
-123,900
Closed -$22.6M
RARX
3841
DELISTED
Ra Pharmaceuticals, Inc. Common Stock
RARX
– –
-291,200
Closed -$6.52M
GASL
3842
DELISTED
Direxion Daily Natural Gas Related Bull 3X Shares
GASL
– –
-53
Closed -$208K
CISN
3843
DELISTED
Cision Ltd. Ordinary Share
CISN
– –
-10,100
Closed -$139K
CRZO
3844
DELISTED
Carrizo Oil & Gas Inc
CRZO
– –
-625,500
Closed -$7.8M
FWP
3845
DELISTED
Forward Pharma A/S American Depositary Shares
FWP
– –
-1,971
Closed -$16K
MCRN
3846
DELISTED
Milacron Holdings Corp.
MCRN
– –
-96,900
Closed -$1.1M
SDT
3847
DELISTED
SANDRIDGE MISSISSIPPIAN TRUST I
SDT
– –
-84,956
Closed -$85K
DF
3848
DELISTED
Dean Foods Company
DF
– –
-130,800
Closed -$396K
BID
3849
DELISTED
Sotheby's
BID
– –
-224,657
Closed -$8.48M
NRE
3850
DELISTED
NorthStar Realty Europe Corp.
NRE
– –
-22,400
Closed -$389K
152 153
154
155 156

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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.