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Jim Simons Renaissance Technologies
AUM
$72.6B
1-Year Est. Return
54.88%
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
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$114B
AUM Growth
+$3.58B
(+3.3%)
Cap. Flow
+$1.84B
Cap. Flow
% of AUM
1.62%
Top 10 Holdings %
Top 10 Hldgs %
9.08%
Holding
3,913
New
495
Increased
1,847
Reduced
1,145
Closed
397
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$453M |
| 2 |
CELG
Celgene Corp
CELG
|
+$391M |
| 3 |
Bristol-Myers Squibb
BMY
|
+$389M |
| 4 |
GE Aerospace
GE
|
+$378M |
| 5 |
Johnson & Johnson
JNJ
|
+$356M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$307M |
| 2 |
Costco
COST
|
+$279M |
| 3 |
Lowe's Companies
LOW
|
+$273M |
| 4 |
Microsoft
MSFT
|
+$230M |
| 5 |
Chevron
CVX
|
+$225M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 18.07% |
| 2 | Technology | 14.35% |
| 3 | Financials | 11.23% |
| 4 | Consumer Discretionary | 9.93% |
| 5 | Real Estate | 8.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2176
Ultralife
ULBI
$120M
| $2.69M | ﹤0.01% |
338,000
+23,945
| +8% | +$218K |
|
|
LSXMK
2177
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $2.69M | ﹤0.01% |
92,825
-233,048
| -72% | -$6.82M |
|
|
GCAP
2178
DELISTED
Gain Capital Holdings, Inc.
GCAP
| $2.67M | ﹤0.01% |
647,100
+96,900
| +18% | +$466K |
|
|
RTW
2179
DELISTED
RTW Retailwinds, Inc.
RTW
| $2.67M | ﹤0.01% |
1,569,754
+142,454
| +10% | +$310K |
|
2180
Unisys
UIS
$210M
| $2.67M | ﹤0.01% |
+274,433
| New | +$2.83M |
|
|
BLCM
2181
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
| $2.66M | ﹤0.01% |
156,496
+57,900
| +59% | +$1.57M |
|
2182
Banc of California
BANC
$3.1B
| $2.66M | ﹤0.01% |
+190,300
| New | +$2.69M |
|
2183
Credicorp
BAP
$29.6B
| $2.65M | ﹤0.01% |
11,600
+1,500
| +15% | +$344K |
|
|
TGH
2184
DELISTED
Textainer Group Holdings limited
TGH
| $2.65M | ﹤0.01% |
262,500
+52,750
| +25% | +$520K |
|
|
ACH
2185
Accendra Health
ACH
$84.6M
| $2.65M | ﹤0.01% |
826,550
+456,100
| +123% | +$1.56M |
|
2186
iShares Silver Trust
SLV
$31.3B
| $2.65M | ﹤0.01% |
+184,600
| New | +$2.58M |
|
|
NM
2187
DELISTED
Navios Maritime Holdings Inc.
NM
| $2.64M | ﹤0.01% |
589,944
+194,751
| +49% | +$734K |
|
2188
Interparfums
IPAR
$3.78B
| $2.64M | ﹤0.01% |
39,713
+33,013
| +493% | +$2.31M |
|
|
HOME
2189
DELISTED
At Home Group Inc.
HOME
| $2.64M | ﹤0.01% |
396,583
+294,783
| +290% | +$5.22M |
|
2190
iShares MSCI Canada ETF
EWC
$6.55B
| $2.64M | ﹤0.01% |
92,200
+30,800
| +50% | +$868K |
|
|
RLH
2191
DELISTED
Red Lions Hotel Corporation
RLH
| $2.63M | ﹤0.01% |
370,078
-86,722
| -19% | -$668K |
|
2192
Cushman & Wakefield Ltd
CWK
$3.24B
| $2.63M | ﹤0.01% |
+147,100
| New | +$2.68M |
|
|
PENG
2193
Penguin Solutions Inc
PENG
$3.12B
| $2.62M | ﹤0.01% |
228,200
-434,800
| -66% | -$4.4M |
|
|
AIU
2194
DELISTED
Meta Data Limited American Depositary Shares, each representing ten (10) Class A Ordinary Shares
AIU
| $2.62M | ﹤0.01% |
2,633
+1,541
| +141% | +$1.56M |
|
2195
Hawkins
HWKN
$2.67B
| $2.62M | ﹤0.01% |
120,600
+3,400
| +3% | +$65.1K |
|
|
ABTX
2196
DELISTED
Allegiance Bancshares
ABTX
| $2.61M | ﹤0.01% |
78,340
+9,300
| +13% | +$322K |
|
2197
America's Car Mart
CRMT
$26.2M
| $2.61M | ﹤0.01% |
30,332
-31,940
| -51% | -$2.94M |
|
|
FENG
2198
Phoenix New Media
FENG
$18.9M
| $2.61M | ﹤0.01% |
133,881
-14,717
| -10% | -$347K |
|
|
GPL
2199
DELISTED
Great Panther Mining Limited
GPL
| $2.61M | ﹤0.01% |
305,286
-20,570
| -6% | -$167K |
|
|
SJI
2200
DELISTED
South Jersey Industries, Inc.
SJI
| $2.6M | ﹤0.01% |
77,100
-362,400
| -82% | -$11.7M |
|
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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 17% 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.