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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
EGI
3851
DELISTED
Entre Resources Ltd. Common Shares
EGI
– –
-56,900
Closed -$21K
CRAY
3852
DELISTED
Cray, Inc.
CRAY
– –
-248,551
Closed -$6.47M
CHSP
3853
DELISTED
Chesapeake Lodging Trust
CHSP
– –
-103,000
Closed -$2.86M
APC
3854
DELISTED
Anadarko Petroleum
APC
– –
-2,920,800
Closed -$133M
BKS
3855
DELISTED
Barnes & Noble
BKS
– –
-349,100
Closed -$1.9M
DATA
3856
DELISTED
Tableau Software, Inc.
DATA
– –
-50,400
Closed -$6.42M
LLL
3857
DELISTED
L3 Technologies, Inc.
LLL
– –
-143,400
Closed -$29.6M
SFS
3858
DELISTED
Smart & Final Stores, Inc.
SFS
– –
-116,300
Closed -$575K
QTNA
3859
DELISTED
Quantenna Communications, Inc. Common Stock
QTNA
– –
-712,742
Closed -$17.3M
INSY
3860
DELISTED
Insys Therapeutics, Inc.
INSY
– –
-573,735
Closed -$2.65M
BORN
3861
DELISTED
China New Borun Corporation
BORN
– –
-591,100
Closed -$526K
LXFT
3862
DELISTED
Luxoft Holding, Inc.
LXFT
– –
-27,293
Closed -$1.6M
UWN
3863
DELISTED
Nevada Gold & Casinos, Ltd.
UWN
– –
-848,878
Closed -$2.11M
TIER
3864
DELISTED
TIER REIT, Inc.
TIER
– –
-1,697,500
Closed -$48.6M
KEYW
3865
DELISTED
The KEYW Holding Corporation
KEYW
– –
-12,700
Closed -$109K
FTD
3866
DELISTED
FTD Companies, Inc. Common Stock
FTD
– –
-45,300
Closed -$23K
ADYX
3867
DELISTED
Adynxx Inc
ADYX
– –
-39,738
Closed -$701K
BMS
3868
DELISTED
Bemis
BMS
– –
-120,500
Closed -$6.68M
NITE
3869
DELISTED
Nightstar Therapeutics plc American Depositary Shares
NITE
– –
-93,400
Closed -$2.37M
EPE
3870
DELISTED
EP Energy Corporation
EPE
– –
-391,514
Closed -$102K
MRT
3871
DELISTED
MedEquities Realty Trust, Inc.
MRT
– –
-1,149,002
Closed -$12.8M
SIFI
3872
DELISTED
SI Financial Group, Inc. NEW MD
SIFI
– –
-497,358
Closed -$6.42M
HIFR
3873
DELISTED
InfraREIT, Inc.
HIFR
– –
-1,017,596
Closed -$21.3M
BRS
3874
DELISTED
Bristow Group, Inc.
BRS
– –
-646,124
Closed -$717K
WFT
3875
DELISTED
Weatherford International plc
WFT
– –
-5,270,432
Closed -$3.68M
153 154
155
156 157

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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.