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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
CCIH
2726
DELISTED
Chinacache International Holdings Ltd
CCIH
$706K ﹤0.01%
642,143
-208,956
-25% -$258K
VALE icon
2727
Vale
VALE
$61.4B
$705K ﹤0.01%
55,000
-2,544,059
-98% -$34.7M
RRTS
2728
DELISTED
RoadRunner Transportation Systems, Inc.
RRTS
$704K ﹤0.01%
13,476
+3,828
+40% +$213K
XLK icon
2729
State Street Technology Select Sector SPDR ETF
XLK
$124B
$702K ﹤0.01%
+20,200
New +$693K
GFED
2730
DELISTED
Guaranty Federal Bancshares In
GFED
$702K ﹤0.01%
28,700
+1,700
+6% +$40K
MFNC
2731
DELISTED
Mackinac Financial Corporation
MFNC
$698K ﹤0.01%
+42,100
New +$673K
UFAB
2732
DELISTED
Unique Fabricating, Inc.
UFAB
$697K ﹤0.01%
79,800
+58,500
+275% +$529K
TRUE
2733
DELISTED
TrueCar
TRUE
$696K ﹤0.01%
68,964
-817,636
-92% -$8.04M
VEU icon
2734
Vanguard FTSE All-World ex-US ETF
VEU
$70.5B
$695K ﹤0.01%
13,400
+600
+5% +$32.5K
EFC
2735
Ellington Financial
EFC
$1.76B
$693K ﹤0.01%
+44,399
New +$688K
MLNT
2736
DELISTED
Melinta Therapeutics, Inc. Common Stock
MLNT
$692K ﹤0.01%
21,798
-1,739
-7% -$62.6K
ATI icon
2737
ATI
ATI
$31.4B
$691K ﹤0.01%
27,492
-172,500
-86% -$4.67M
SDPI
2738
DELISTED
Superior Drilling Products Inc.
SDPI
$686K ﹤0.01%
353,483
+194,078
+122% +$383K
LITB
2739
LightInTheBox
LITB
$56.7M
$681K ﹤0.01%
53,050
+1,367
+3% +$17.5K
MUSA icon
2740
Murphy USA
MUSA
$10.1B
$676K ﹤0.01%
9,100
-6,700
-42% -$463K
LGL icon
2741
LGL Group
LGL
$93.3M
$674K ﹤0.01%
345,815
-14,472
-4% -$29.3K
CETV
2742
DELISTED
Central European Media Enterprises Ltd
CETV
$673K ﹤0.01%
162,279
-107,700
-40% -$428K
RARX
2743
DELISTED
Ra Pharmaceuticals, Inc. Common Stock
RARX
$672K ﹤0.01%
67,500
-110,000
-62% -$760K
STKL
2744
DELISTED
SunOpta
STKL
$668K ﹤0.01%
+79,530
New +$602K
ATRO icon
2745
Astronics
ATRO
$4.34B
$665K ﹤0.01%
25,530
-6,210
-20% -$165K
VYM icon
2746
Vanguard High Dividend Yield ETF
VYM
$84B
$664K ﹤0.01%
+8,000
New +$670K
LUB
2747
DELISTED
Luby's Inc.
LUB
$664K ﹤0.01%
256,198
+45,598
+22% +$121K
SMIT
2748
DELISTED
Schmitt Industries Inc
SMIT
$663K ﹤0.01%
283,100
+20,600
+8% +$46.6K
STAB
2749
DELISTED
Statera Biopharma, Inc. Common Stock
STAB
$662K ﹤0.01%
269,116
+9,500
+4% +$26.4K
FUNC icon
2750
First United
FUNC
$294M
$660K ﹤0.01%
32,280
+10,980
+52% +$225K
108 109
110
111 112

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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.