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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
+15.23%
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
$110B
AUM Growth
+$18.7B
Cap. Flow
+$7.09B
Cap. Flow %
6.45%
Top 10 Hldgs %
8.73%
Holding
3,883
New
532
Increased
1,751
Reduced
1,105
Closed
465

Top Buys

Rank Stock Value
1
SBUX icon
Starbucks
SBUX
+$618M
2
VALE icon
Vale
VALE
+$332M
3
CELG
Celgene Corp
CELG
+$309M
4
CME icon
CME Group
CME
+$306M
5
AMZN icon
Amazon
AMZN
+$290M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$435M
2
META icon
Meta Platforms (Facebook)
META
+$342M
3
CCI icon
Crown Castle
CCI
+$244M
4
SLB icon
SLB Ltd
SLB
+$229M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$190M

Sector Composition

Rank Sector Weight
1 Healthcare 16.17%
2 Technology 14.41%
3 Consumer Discretionary 10.61%
4 Financials 10.51%
5 Real Estate 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BR icon
2651
Broadridge
BR
$19.2B
$1.05M ﹤0.01%
10,100
-333,400
-97% -$33.4M
CAPL icon
2652
CrossAmerica Partners
CAPL
$896M
$1.04M ﹤0.01%
+57,200
New +$984K
TRNS icon
2653
Transcat
TRNS
$891M
$1.04M ﹤0.01%
45,286
-28,100
-38% -$634K
NPTN
2654
DELISTED
NEOPHOTONICS CORP
NPTN
$1.04M ﹤0.01%
+165,289
New +$1.16M
FCSC
2655
DELISTED
Fibrocell Science Inc.
FCSC
$1.03M ﹤0.01%
536,439
+99,798
+23% +$199K
NGNE icon
2656
Neurogene
NGNE
$735M
$1.03M ﹤0.01%
19,109
+8,180
+75% +$413K
ANGL icon
2657
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.12B
$1.03M ﹤0.01%
+35,800
New +$1.01M
HDV
2658
iShares Core High Dividend ETF
HDV
$15.1B
$1.03M ﹤0.01%
+55,000
New +$987K
CCRD
2659
DELISTED
CoreCard
CCRD
$1.02M ﹤0.01%
+32,097
New +$700K
ITCI
2660
DELISTED
Intra-Cellular Therapies Inc.
ITCI
$1.02M ﹤0.01%
83,900
-55,900
-40% -$714K
PEBK icon
2661
Peoples Bancorp of North Carolina
PEBK
$241M
$1.02M ﹤0.01%
38,292
-278
-0.7% -$7.55K
IGLB icon
2662
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.8B
$1.01M ﹤0.01%
16,800
+4,500
+37% +$261K
SHOO icon
2663
Steven Madden
SHOO
$3.45B
$1.01M ﹤0.01%
29,967
-434,900
-94% -$14.2M
KRYS icon
2664
Krystal Biotech
KRYS
$9.88B
$1.01M ﹤0.01%
30,800
-11,100
-26% -$262K
AVGR
2665
DELISTED
Avinger, Inc. Common Stock
AVGR
$1.01M ﹤0.01%
352
+193
+121% +$299K
CPLG
2666
DELISTED
CorePoint Lodging Inc. Common Stock
CPLG
$1M ﹤0.01%
90,000
-138,148
-61% -$1.78M
LEMB icon
2667
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$723M
$1M ﹤0.01%
22,900
+2,800
+14% +$125K
BHF icon
2668
Brighthouse Financial
BHF
$3.45B
$998K ﹤0.01%
+27,500
New +$1.03M
AATC
2669
DELISTED
Autoscope Technologies Corporation Common Stock
AATC
$995K ﹤0.01%
196,600
-17,882
-8% -$87.8K
TRUE
2670
DELISTED
TrueCar
TRUE
$991K ﹤0.01%
+149,200
New +$1.24M
FGH
2671
DELISTED
FG Group Holdings Inc.
FGH
$991K ﹤0.01%
566,129
+15,129
+3% +$25.2K
BBGI icon
2672
Beasley Broadcasting Group
BBGI
$45.7M
$986K ﹤0.01%
12,390
+111
+0.9% +$9.61K
MCHI icon
2673
iShares MSCI China ETF
MCHI
$6.14B
$986K ﹤0.01%
+15,800
New +$932K
ATXS
2674
DELISTED
Astria Therapeutics
ATXS
$983K ﹤0.01%
20,694
+14,741
+248% +$500K
ALO
2675
DELISTED
Alio Gold Inc
ALO
$981K ﹤0.01%
1,364,382
+25,700
+2% +$21.6K
105 106
107
108 109

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Jim Simons's Q1 2019 Portfolio in Review

As of Q1 2019, Jim Simons held 3,883 positions worth $110B, up 20% from $91.3B the previous quarter. Its ten largest holdings account for 8.7% of the portfolio.

Jim Simons deployed $7.09B of net new capital in Q1 2019, opening 532 new positions and adding to 1,751 existing holdings. Its largest new stake was Amazon: 3,483,100 shares worth $310M.

By sector, the portfolio is most concentrated in Healthcare at 16% of assets, up from 15% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Meta Platforms (Facebook), an estimated $342M trimmed.

  • Jim Simons's largest Q1 2019 buy was Amazon: 3,483,100 shares worth $310M.
  • Jim Simons added most to Starbucks in Q1 2019, an estimated $618M increase.
  • Jim Simons's biggest Q1 2019 reduction was Meta Platforms (Facebook), cutting an estimated $342M.
  • Jim Simons fully exited Apple in Q1 2019, selling an estimated $435M.
  • Jim Simons's ten largest holdings make up 8.7% of its $110B portfolio in Q1 2019.
  • Jim Simons opened 532 new positions and closed 465 in Q1 2019.
  • Jim Simons's portfolio value rose 20% quarter-over-quarter to $110B.

Based on Renaissance Technologies's 13F filing for Q1 2019, filed 14 May 2019.