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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
SIRE
2651
DELISTED
Sisecam Resources LP
SIRE
$878K ﹤0.01%
+33,418
New +$873K
DRNA
2652
DELISTED
Dicerna Pharmaceuticals, Inc.
DRNA
$871K ﹤0.01%
71,100
-218,300
-75% -$2.74M
IJT icon
2653
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.42B
$869K ﹤0.01%
9,200
+3,400
+59% +$312K
ATHX
2654
DELISTED
Athersys, Inc. Common Stock
ATHX
$867K ﹤0.01%
17,596
+3,084
+21% +$168K
VCR icon
2655
Vanguard Consumer Discretionary ETF
VCR
$6.08B
$865K ﹤0.01%
5,100
+3,800
+292% +$628K
TRIL
2656
DELISTED
Trillium Therapeutics Inc.
TRIL
$864K ﹤0.01%
144,000
+102,300
+245% +$652K
UBP
2657
DELISTED
Urstadt Biddle Properties Inc.
UBP
$861K ﹤0.01%
47,100
+1,500
+3% +$25.8K
HIHO icon
2658
Highway Holdings
HIHO
$5.27M
$860K ﹤0.01%
186,200
+21,302
+13% +$104K
DVD
2659
DELISTED
Dover Motorsports
DVD
$853K ﹤0.01%
379,000
+9,500
+3% +$19.9K
SCHM icon
2660
Schwab US Mid-Cap ETF
SCHM
$15.2B
$851K ﹤0.01%
46,500
+29,400
+172% +$532K
MSB
2661
Mesabi Trust
MSB
$306M
$845K ﹤0.01%
34,400
+21,400
+165% +$525K
EPE
2662
DELISTED
EP Energy Corporation
EPE
$844K ﹤0.01%
+281,400
New +$671K
DKL icon
2663
Delek Logistics
DKL
$3.19B
$843K ﹤0.01%
+30,500
New +$874K
CRBP icon
2664
Corbus Pharmaceuticals
CRBP
$189M
$842K ﹤0.01%
+5,561
New +$1.01M
KL
2665
DELISTED
Kirkland Lake Gold Ltd Ordinary
KL
$841K ﹤0.01%
39,700
-95,900
-71% -$1.76M
MLVF
2666
DELISTED
Malvern Bancorp, Inc.
MLVF
$836K ﹤0.01%
34,352
+5,277
+18% +$135K
GENE
2667
DELISTED
Genetic Technologies Ltd.
GENE
$833K ﹤0.01%
42,096
-7,053
-14% -$167K
IJK icon
2668
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$832K ﹤0.01%
14,800
+6,800
+85% +$380K
VPL icon
2669
Vanguard FTSE Pacific ETF
VPL
$8.58B
$828K ﹤0.01%
+11,827
New +$860K
EGBN icon
2670
Eagle Bancorp
EGBN
$877M
$826K ﹤0.01%
+13,480
New +$819K
ESND
2671
DELISTED
Essendant Inc.
ESND
$826K ﹤0.01%
62,500
+4,678
+8% +$52.9K
CRIS icon
2672
Curis
CRIS
$3.49M
$822K ﹤0.01%
1,187
-788
-40% -$807K
SALM
2673
DELISTED
Salem Media Group, Inc. Class A Common Stock
SALM
$822K ﹤0.01%
159,700
-18,400
-10% -$70.1K
DNBF
2674
DELISTED
DNB Financial Corp
DNBF
$820K ﹤0.01%
23,400
+8,302
+55% +$291K
VICR icon
2675
Vicor
VICR
$10.4B
$819K ﹤0.01%
18,800
-189,200
-91% -$7.32M
105 106
107
108 109

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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.