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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
GAIA icon
2676
Gaia
GAIA
$32.8M
$980K ﹤0.01%
107,100
-130,000
-55% -$1.39M
QAI icon
2677
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$1.03B
$977K ﹤0.01%
32,500
+19,800
+156% +$588K
STPZ icon
2678
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$525M
$977K ﹤0.01%
18,900
+5,331
+39% +$273K
CBK
2679
DELISTED
Christopher & Banks Corporation
CBK
$976K ﹤0.01%
2,861,864
+75,969
+3% +$39.5K
CNSL
2680
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
$973K ﹤0.01%
+89,141
New +$932K
MBCN
2681
DELISTED
Middlefield Banc Corp
MBCN
$971K ﹤0.01%
47,110
+2,000
+4% +$42.7K
KWEB icon
2682
KraneShares CSI China Internet ETF
KWEB
$5.32B
$970K ﹤0.01%
+20,600
New +$903K
TRT
2683
Trio-Tech International
TRT
$115M
$966K ﹤0.01%
579,960
-6,800
-1% -$10.8K
MGI
2684
DELISTED
MoneyGram International, Inc. New
MGI
$966K ﹤0.01%
473,500
+229,500
+94% +$524K
TBT icon
2685
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$305M
$965K ﹤0.01%
29,900
-123,400
-80% -$4.32M
SCSC icon
2686
Scansource
SCSC
$1.06B
$964K ﹤0.01%
26,910
-3,602
-12% -$135K
CDMO
2687
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
$963K ﹤0.01%
226,530
-196,827
-46% -$803K
DIT icon
2688
AMCON Distributing
DIT
$68.3M
$952K ﹤0.01%
16,050
– –
AVDL
2689
DELISTED
Avadel Pharmaceuticals
AVDL
$948K ﹤0.01%
658,336
+36,836
+6% +$83.3K
BWB icon
2690
Bridgewater Bancshares
BWB
$620M
$947K ﹤0.01%
91,810
+44,400
+94% +$486K
JCAP
2691
DELISTED
Jernigan Capital, Inc.
JCAP
$947K ﹤0.01%
45,000
-9,294
-17% -$198K
SHOE
2692
Shoe Station Group
SHOE
$418M
$946K ﹤0.01%
55,600
-210,800
-79% -$3.83M
OBSV
2693
DELISTED
ObsEva SA Ordinary Shares
OBSV
$946K ﹤0.01%
74,000
+9,200
+14% +$119K
BDC icon
2694
Belden
BDC
$5.39B
$945K ﹤0.01%
17,600
+500
+3% +$27.4K
VIV icon
2695
Telefônica Brasil
VIV
$18B
$944K ﹤0.01%
78,200
-1,232,153
-94% -$15.5M
NM
2696
DELISTED
Navios Maritime Holdings Inc.
NM
$941K ﹤0.01%
395,193
+123,688
+46% +$296K
LPCN icon
2697
Lipocine
LPCN
$17.1M
$939K ﹤0.01%
23,924
+12,065
+102% +$370K
MGPI icon
2698
MGP Ingredients
MGPI
$390M
$939K ﹤0.01%
12,173
-48,371
-80% -$3.53M
ACWI icon
2699
iShares MSCI ACWI ETF
ACWI
$33.5B
$938K ﹤0.01%
+13,002
New +$904K
GNMK
2700
DELISTED
GenMark Diagnostics, Inc
GNMK
$937K ﹤0.01%
+132,135
New +$870K
106 107
108
109 110

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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.