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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
TRVN
2701
DELISTED
Trevena, Inc.
TRVN
$751K ﹤0.01%
835
+606
+265% +$667K
FGBI icon
2702
First Guaranty Bancshares
FGBI
$139M
$749K ﹤0.01%
34,848
+1,210
+4% +$26.9K
DON icon
2703
WisdomTree US MidCap Dividend Fund
DON
$4.1B
$748K ﹤0.01%
20,900
+8,200
+65% +$288K
EWZ icon
2704
iShares MSCI Brazil ETF
EWZ
$8.57B
$747K ﹤0.01%
23,300
+5,300
+29% +$204K
RILY icon
2705
BRC Group Holdings
RILY
$304M
$745K ﹤0.01%
+33,039
New +$686K
VOLT
2706
DELISTED
Volt Information Sciences, Inc.
VOLT
$745K ﹤0.01%
219,200
+12,900
+6% +$39K
BORN
2707
DELISTED
China New Borun Corporation
BORN
$745K ﹤0.01%
610,600
-5,208
-0.8% -$6.69K
SDLP
2708
DELISTED
SEADRILL PARTNERS LLC
SDLP
$744K ﹤0.01%
21,440
+1,551
+8% +$50.3K
KWY
2709
Kingsway Corp
KWY
$279M
$741K ﹤0.01%
269,400
-11,400
-4% -$43K
NBTB icon
2710
NBT Bancorp
NBTB
$2.78B
$740K ﹤0.01%
19,400
+10,500
+118% +$396K
SXI icon
2711
Standex International
SXI
$4B
$736K ﹤0.01%
7,200
-24,900
-78% -$2.48M
LMBS icon
2712
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.39B
$732K ﹤0.01%
14,300
-14,300
-50% -$733K
EWS icon
2713
iShares MSCI Singapore ETF
EWS
$1.16B
$727K ﹤0.01%
30,300
+18,400
+155% +$488K
AOR icon
2714
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.74B
$726K ﹤0.01%
16,367
+3,400
+26% +$152K
MOG.A icon
2715
Moog Inc Class A
MOG.A
$13.6B
$725K ﹤0.01%
9,300
-1,900
-17% -$157K
VOO icon
2716
Vanguard S&P 500 ETF
VOO
$1.03T
$724K ﹤0.01%
+2,900
New +$720K
INOD icon
2717
Innodata
INOD
$2.01B
$723K ﹤0.01%
722,700
+39,047
+6% +$44.3K
RWO icon
2718
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.28B
$722K ﹤0.01%
15,000
+7,100
+90% +$335K
SPSM icon
2719
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.5B
$720K ﹤0.01%
22,300
+6,900
+45% +$217K
CVG
2720
DELISTED
Convergys
CVG
$711K ﹤0.01%
29,100
-123,000
-81% -$2.93M
VUG icon
2721
Vanguard Morningstar Growth ETF
VUG
$229B
$710K ﹤0.01%
+28,440
New +$697K
CENX icon
2722
Century Aluminum
CENX
$4.77B
$709K ﹤0.01%
+45,000
New +$762K
ONEQ icon
2723
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.8B
$707K ﹤0.01%
24,000
-10,000
-29% -$289K
TTNP
2724
DELISTED
Titan Pharmaceuticals
TTNP
$707K ﹤0.01%
180
+13
+8% +$43.5K
OIG
2725
DELISTED
Orbital Infrastructure Group, Inc. Common Stock
OIG
$707K ﹤0.01%
5,953
+835
+16% +$91.9K
107 108
109
110 111

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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.