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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
+7.52%
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
$91.7B
AUM Growth
+$307M
Cap. Flow
-$3.9B
Cap. Flow %
-4.25%
Top 10 Hldgs %
9.09%
Holding
3,750
New
412
Increased
1,673
Reduced
1,111
Closed
524

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$693M
2
META icon
Meta Platforms (Facebook)
META
+$446M
3
JNJ icon
Johnson & Johnson
JNJ
+$306M
4
EVRG icon
Evergy
EVRG
+$288M
5
WMT icon
Walmart Inc
WMT
+$265M

Top Sells

Rank Stock Value
1
HD icon
Home Depot
HD
+$596M
2
BKNG icon
Booking.com
BKNG
+$519M
3
AMZN icon
Amazon
AMZN
+$518M
4
LLY icon
Eli Lilly
LLY
+$268M
5
UNH icon
UnitedHealth
UNH
+$246M

Sector Composition

Rank Sector Weight
1 Healthcare 17.51%
2 Technology 14.39%
3 Financials 11.76%
4 Consumer Discretionary 9.46%
5 Real Estate 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HNI icon
2601
HNI Corp
HNI
$3.58B
$993K ﹤0.01%
26,700
-40,400
-60% -$1.48M
SCHA icon
2602
Schwab U.S Small- Cap ETF
SCHA
$23.5B
$993K ﹤0.01%
54,000
-10,400
-16% -$188K
SHLO
2603
DELISTED
Shiloh Industries Inc
SHLO
$989K ﹤0.01%
113,700
+28,400
+33% +$261K
OUT icon
2604
Outfront Media
OUT
$5.32B
$988K ﹤0.01%
51,612
-329,074
-86% -$6.26M
WPRT
2605
Westport Fuel Systems
WPRT
$35.1M
$987K ﹤0.01%
39,003
-16,200
-29% -$408K
FET icon
2606
Forum Energy Technologies
FET
$932M
$983K ﹤0.01%
+3,980
New +$1.03M
CPSS icon
2607
Consumer Portfolio Services
CPSS
$206M
$976K ﹤0.01%
239,700
-10,200
-4% -$38.8K
SIFY
2608
Sify Technologies
SIFY
$1.14B
$970K ﹤0.01%
87,350
+5,100
+6% +$61.7K
TEN
2609
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
$967K ﹤0.01%
+22,000
New +$1.06M
PCEF icon
2610
Invesco CEF Income Composite ETF
PCEF
$822M
$966K ﹤0.01%
42,400
+9,810
+30% +$226K
SBFG icon
2611
SB Financial Group
SBFG
$174M
$965K ﹤0.01%
49,875
+6,720
+16% +$122K
TPST icon
2612
Tempest Therapeutics
TPST
$18.1M
$964K ﹤0.01%
363
+138
+61% +$364K
VXX
2613
DELISTED
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
$962K ﹤0.01%
26,000
-20,700
-44% -$801K
OCGN icon
2614
Ocugen
OCGN
$468M
$961K ﹤0.01%
6,405
+368
+6% +$57.2K
IEA
2615
DELISTED
Infrastructure and Energy Alternatives, Inc. Common Stock
IEA
$961K ﹤0.01%
+103,223
New +$954K
GZT
2616
DELISTED
Gazit-globe Ltd
GZT
$952K ﹤0.01%
102,100
+13,400
+15% +$128K
WLDN icon
2617
Willdan Group
WLDN
$1.29B
$951K ﹤0.01%
30,700
-98,400
-76% -$2.84M
RRD
2618
DELISTED
RR Donnelley & Sons Co.
RRD
$949K ﹤0.01%
164,675
-59,018
-26% -$436K
INFU icon
2619
InfuSystem Holdings
INFU
$248M
$945K ﹤0.01%
266,100
+115,236
+76% +$340K
VIG icon
2620
Vanguard Dividend Appreciation ETF
VIG
$115B
$945K ﹤0.01%
+9,300
New +$948K
CCM
2621
Concord Medical Services
CCM
$20.7M
$944K ﹤0.01%
22,740
-510
-2% -$19.3K
DIT icon
2622
AMCON Distributing
DIT
$68.3M
$942K ﹤0.01%
16,050
– –
SHOS
2623
DELISTED
Sears Hometown and Outlet Stores, Inc.
SHOS
$941K ﹤0.01%
448,300
+13,500
+3% +$31.3K
RBNC
2624
DELISTED
Reliant Bancorp, Inc. Common Stock
RBNC
$937K ﹤0.01%
33,400
+9,052
+37% +$227K
FDN icon
2625
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.42B
$936K ﹤0.01%
6,800
-2,600
-28% -$340K
103 104
105
106 107

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Jim Simons's Q2 2018 Portfolio in Review

As of Q2 2018, Jim Simons held 3,750 positions worth $91.7B, up 0.34% from $91.4B the previous quarter. Its ten largest holdings account for 9.1% of the portfolio.

Jim Simons withdrew a net $3.9B in Q2 2018, closing 524 positions and reducing 1,111 holdings. Its most notable exit was Booking.com, an estimated $519M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 18% of assets, up from 17% a quarter earlier, followed by Technology and Financials.

Against the trend, Jim Simons opened a new position in Apple worth $707M.

  • Jim Simons's largest Q2 2018 buy was Apple: 15,275,332 shares worth $707M.
  • Jim Simons added most to Johnson & Johnson in Q2 2018, an estimated $306M increase.
  • Jim Simons's biggest Q2 2018 reduction was Home Depot, cutting an estimated $596M.
  • Jim Simons fully exited Booking.com in Q2 2018, selling an estimated $519M.
  • Jim Simons's ten largest holdings make up 9.1% of its $91.7B portfolio in Q2 2018.
  • Jim Simons opened 412 new positions and closed 524 in Q2 2018.
  • Jim Simons's portfolio value rose 0.34% quarter-over-quarter to $91.7B.

Based on Renaissance Technologies's 13F filing for Q2 2018, filed 13 Aug 2018.