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Jim Simons

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
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 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
AZRE
2401
DELISTED
Azure Power Global Limited
AZRE
$1.73M ﹤0.01%
164,161
+27,901
+20% +$320K
ECVT icon
2402
Ecovyst
ECVT
$1.13B
$1.73M ﹤0.01%
109,200
+52,100
+91% +$820K
ATHX
2403
DELISTED
Athersys, Inc. Common Stock
ATHX
$1.73M ﹤0.01%
41,093
+9,879
+32% +$404K
XIFR
2404
XPLR Infrastructure LP
XIFR
$1.1B
$1.72M ﹤0.01%
+35,600
New +$1.65M
DLHC icon
2405
DLH Holdings
DLHC
$67.7M
$1.72M ﹤0.01%
337,680
+62,441
+23% +$350K
SENEA icon
2406
Seneca Foods Class A
SENEA
$1.28B
$1.71M ﹤0.01%
61,600
-7,000
-10% -$174K
E icon
2407
ENI
E
$79.4B
$1.71M ﹤0.01%
51,850
-125,900
-71% -$4.16M
IWM icon
2408
iShares Russell 2000 ETF
IWM
$82.5B
$1.71M ﹤0.01%
+11,000
New +$1.7M
BAB icon
2409
Invesco Taxable Municipal Bond ETF
BAB
$1.01B
$1.71M ﹤0.01%
54,400
+40,600
+294% +$1.25M
BLMN icon
2410
Bloomin' Brands
BLMN
$905M
$1.71M ﹤0.01%
90,300
-140,600
-61% -$2.75M
PDLB icon
2411
Ponce Financial Group
PDLB
$507M
$1.71M ﹤0.01%
166,580
+78,957
+90% +$804K
BPMP
2412
DELISTED
BP Midstream Partners LP Common Units representing Limited Partner Interests
BPMP
$1.71M ﹤0.01%
110,200
+78,360
+246% +$1.16M
HESM icon
2413
Hess Midstream
HESM
$5.15B
$1.7M ﹤0.01%
87,400
+76,000
+667% +$1.56M
APHA
2414
DELISTED
Aphria Inc. Common Shares
APHA
$1.7M ﹤0.01%
+241,500
New +$1.83M
PFIE
2415
DELISTED
Profire Energy, Inc
PFIE
$1.7M ﹤0.01%
1,124,200
+44,100
+4% +$69.8K
ECHO
2416
DELISTED
Echo Global Logistics, Inc.
ECHO
$1.69M ﹤0.01%
81,100
-42,600
-34% -$945K
HYLS icon
2417
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.63B
$1.68M ﹤0.01%
34,828
+20,828
+149% +$1M
NTIP icon
2418
Network-1 Technologies
NTIP
$35.9M
$1.68M ﹤0.01%
669,816
+22,710
+4% +$54.8K
NUVA
2419
DELISTED
NuVasive, Inc.
NUVA
$1.67M ﹤0.01%
+28,588
New +$1.69M
LEJU
2420
DELISTED
Leju Holdings Limited American Depositary Shares, each representing ten (10) Ordinary Shares
LEJU
$1.67M ﹤0.01%
121,193
+2,784
+2% +$43.1K
PI icon
2421
Impinj
PI
$5.28B
$1.67M ﹤0.01%
58,400
-16,300
-22% -$398K
SPRT
2422
DELISTED
support.com, Inc.
SPRT
$1.67M ﹤0.01%
1,030,036
-8,561
-0.8% -$17.3K
OMP
2423
DELISTED
Oasis Midstream Partners LP Common Units Representing Limited Partner Interests
OMP
$1.67M ﹤0.01%
77,567
+3,467
+5% +$69.8K
ROL icon
2424
Rollins
ROL
$17.5B
$1.67M ﹤0.01%
69,675
-710,850
-91% -$18.3M
DL
2425
DELISTED
China Distance Education Holdings Limited
DL
$1.66M ﹤0.01%
319,500
+3,600
+1% +$21.8K
95 96
97
98 99

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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.