We are live on ! Find out more
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
VNQI icon
2676
Vanguard Global ex-US Real Estate ETF
VNQI
$3.53B
$819K ﹤0.01%
14,100
-3,600
-20% -$219K
DVCR
2677
DELISTED
Diversicare Healthcare Services Inc
DVCR
$819K ﹤0.01%
120,399
+5,699
+5% +$39.9K
TUES
2678
DELISTED
Tuesday Morning Corp
TUES
$818K ﹤0.01%
268,098
+176,198
+192% +$569K
VOE icon
2679
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.4B
$817K ﹤0.01%
7,400
-600
-8% -$66.4K
ZDGE icon
2680
Zedge
ZDGE
$38.6M
$817K ﹤0.01%
217,194
+4,400
+2% +$16.5K
VBR icon
2681
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$815K ﹤0.01%
6,001
-4,200
-41% -$564K
MTX icon
2682
Minerals Technologies
MTX
$2.25B
$814K ﹤0.01%
10,800
-7,800
-42% -$562K
CGEN icon
2683
Compugen
CGEN
$237M
$808K ﹤0.01%
244,900
-35,400
-13% -$133K
CALA
2684
DELISTED
Calithera Biosciences, Inc
CALA
$808K ﹤0.01%
8,080
-5,415
-40% -$613K
NODK icon
2685
NI Holdings
NODK
$314M
$807K ﹤0.01%
+47,600
New +$785K
IWR icon
2686
iShares Russell Mid-Cap ETF
IWR
$57.9B
$806K ﹤0.01%
15,200
+3,200
+27% +$168K
ATXS
2687
DELISTED
Astria Therapeutics
ATXS
$801K ﹤0.01%
13,915
-1,955
-12% -$180K
NWHM
2688
DELISTED
THE NEW HOME COMPANY INC.
NWHM
$799K ﹤0.01%
80,100
-79,600
-50% -$818K
TNXP icon
2689
Tonix Pharmaceuticals
TNXP
$205M
– –
0
– –
PSK icon
2690
State Street SPDR ICE Preferred Securities ETF
PSK
$683M
$793K ﹤0.01%
18,239
+10,300
+130% +$443K
SLCT
2691
DELISTED
Select Bancorp, Inc.
SLCT
$791K ﹤0.01%
58,700
-82
-0.1% -$1.08K
AXR icon
2692
AMREP Corp
AXR
$118M
$785K ﹤0.01%
110,080
+3,500
+3% +$25K
VOXX
2693
DELISTED
VOXX International Corporation Class A
VOXX
$781K ﹤0.01%
144,641
-48,859
-25% -$258K
IRS
2694
IRSA Inversiones y Representaciones
IRS
$1.24B
$776K ﹤0.01%
46,617
-36,130
-44% -$741K
MPU icon
2695
Mega Matrix
MPU
$14.4M
$772K ﹤0.01%
243,500
+14,500
+6% +$44.2K
YPF icon
2696
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.2B
$766K ﹤0.01%
+56,374
New +$1.1M
TG icon
2697
Tredegar Corp
TG
$281M
$761K ﹤0.01%
+32,400
New +$683K
OIH icon
2698
VanEck Oil Services ETF
OIH
$1.96B
$754K ﹤0.01%
+1,435
New +$768K
CASM
2699
DELISTED
CAS Medical Systems, Inc.
CASM
$754K ﹤0.01%
386,539
+123,939
+47% +$185K
TARA icon
2700
Protara Therapeutics
TARA
$230M
$751K ﹤0.01%
7,662
+1,759
+30% +$164K
106 107
108
109 110

Similar funds

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

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.