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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
ULTI
3876
DELISTED
Ultimate Software Group Inc
ULTI
– –
-139,614
Closed -$46.1M
GPIC
3877
DELISTED
Gaming Partners International Corporation
GPIC
– –
-145,600
Closed -$1.9M
AKAO
3878
DELISTED
Achaogen Inc
AKAO
– –
-264,900
Closed -$121K
KONA
3879
DELISTED
Kona Grill, Inc.
KONA
– –
-858,459
Closed -$781K
USG
3880
DELISTED
Usg
USG
– –
-589,500
Closed -$25.5M
CASM
3881
DELISTED
CAS Medical Systems, Inc.
CASM
– –
-679,077
Closed -$1.65M
CBK
3882
DELISTED
Christopher & Banks Corporation
CBK
– –
-2,861,864
Closed -$976K
BEL
3883
DELISTED
Belmond Ltd.
BEL
– –
-59,002
Closed -$1.47M
CMTA
3884
DELISTED
Clementia Pharmaceuticals Inc.
CMTA
– –
-11,700
Closed -$305K
EHIC
3885
DELISTED
eHi Car Services Limited
EHIC
– –
-694,982
Closed -$8.17M
BHBK
3886
DELISTED
Blue Hills Bancorp, Inc.
BHBK
– –
-669,800
Closed -$16M
NCOM
3887
DELISTED
National Commerce Corporation
NCOM
– –
-178,100
Closed -$6.98M
BLMT
3888
DELISTED
BSB Bancorp, Inc.
BLMT
– –
-397,700
Closed -$13.1M
DGAZ
3889
DELISTED
VelocityShares 3x Inverse Natural Gas ETN linked to the S&P GSCI Natural Gas Index Excess Return
DGAZ
– –
-4,495
Closed -$484K
TVIX
3890
DELISTED
VelocityShares Daily 2x VIX Short Term ETN
TVIX
– –
-3,176
Closed -$831K
CYTR
3891
DELISTED
CytRx Corp
CYTR
– –
-626,144
Closed -$413K
ATVI
3892
DELISTED
Activision Blizzard
ATVI
– –
-4,702,798
Closed -$214M
GLOWE
3893
DELISTED
GLOWPOINT INC
GLOWE
– –
-215,058
Closed -$29K
WLL
3894
DELISTED
Whiting Petroleum Corporation
WLL
– –
-21,745
Closed -$42.6M
CY
3895
DELISTED
Cypress Semiconductor
CY
– –
-2,158,042
Closed -$32.2M
NAVG
3896
DELISTED
Navigators Group Inc
NAVG
– –
-834,192
Closed -$58.3M
ATTU
3897
DELISTED
Attunity Ltd
ATTU
– –
-173,000
Closed -$4.06M
OMED
3898
DELISTED
OncoMed Pharmaceuticals, Inc.
OMED
– –
-1,809,489
Closed -$1.88M
IIJI
3899
DELISTED
Internet Initiative Japan Inc
IIJI
– –
-423,700
Closed -$4.24M
GG
3900
DELISTED
Goldcorp Inc
GG
– –
-207,000
Closed -$2.37M
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.