We are live on ! Find out more
Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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
+6.82%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$97.3B
AUM Growth
+$5.53B
Cap. Flow
+$1.37B
Cap. Flow %
1.41%
Top 10 Hldgs %
9.68%
Holding
3,734
New
508
Increased
1,623
Reduced
1,169
Closed
410

Top Buys

Rank Stock Value
1
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$327M
2
CMG icon
Chipotle Mexican Grill
CMG
+$271M
3
CVX icon
Chevron
CVX
+$264M
4
JPM icon
JPMorgan Chase
JPM
+$233M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$224M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$707M
2
JNJ icon
Johnson & Johnson
JNJ
+$396M
3
AMZN icon
Amazon
AMZN
+$312M
4
WMT icon
Walmart Inc
WMT
+$285M
5
ISRG icon
Intuitive Surgical
ISRG
+$262M

Sector Composition

Rank Sector Weight
1 Healthcare 18.72%
2 Technology 15.53%
3 Financials 11.25%
4 Consumer Discretionary 9.26%
5 Real Estate 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRTA icon
2726
Prothena Corp
PRTA
$466M
$751K ﹤0.01%
+57,400
New +$829K
MPU icon
2727
Mega Matrix
MPU
$13.7M
$747K ﹤0.01%
241,000
-2,500
-1% -$8K
TDTT icon
2728
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.53B
$747K ﹤0.01%
+31,200
New +$751K
SUM
2729
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
$744K ﹤0.01%
+41,620
New +$905K
BY icon
2730
Byline Bancorp
BY
$1.78B
$742K ﹤0.01%
+32,700
New +$751K
HMSY
2731
DELISTED
HMS Holdings Corp.
HMSY
$739K ﹤0.01%
+22,512
New +$651K
GLDD
2732
DELISTED
Great Lakes Dredge & Dock
GLDD
$733K ﹤0.01%
118,200
+74,600
+171% +$416K
CECO icon
2733
Ceco Environmental
CECO
$4.44B
$731K ﹤0.01%
92,800
+27,100
+41% +$206K
ESTE
2734
DELISTED
Earthstone Energy Inc. Class A Common Stock
ESTE
$730K ﹤0.01%
77,800
-269,600
-78% -$2.46M
JOE icon
2735
St. Joe Company
JOE
$3.87B
$729K ﹤0.01%
+43,400
New +$760K
SUN icon
2736
Sunoco
SUN
$14.2B
$727K ﹤0.01%
24,600
-397,100
-94% -$10.7M
TLT icon
2737
iShares 20+ Year Treasury Bond ETF
TLT
$40.8B
$727K ﹤0.01%
6,200
-107,500
-95% -$12.9M
YTRA icon
2738
Yatra Online
YTRA
$56M
$725K ﹤0.01%
130,000
+112,100
+626% +$619K
COGT icon
2739
Cogent Biosciences
COGT
$6.47B
$723K ﹤0.01%
+17,550
New +$989K
ALPN
2740
DELISTED
Alpine Immune Sciences Inc
ALPN
$723K ﹤0.01%
114,274
-8,150
-7% -$57K
IPAS
2741
DELISTED
Ipass Inc Common Stock
IPAS
$721K ﹤0.01%
353,230
-2,181
-0.6% -$5.92K
ALIM
2742
DELISTED
Alimera Sciences
ALIM
$718K ﹤0.01%
48,853
+10,586
+28% +$161K
GFED
2743
DELISTED
Guaranty Federal Bancshares In
GFED
$718K ﹤0.01%
29,900
+1,200
+4% +$29.7K
EQGP
2744
DELISTED
EQGP Holdings, LP
EQGP
$714K ﹤0.01%
+34,300
New +$767K
SCHE icon
2745
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$710K ﹤0.01%
27,600
+5,200
+23% +$135K
VYNT
2746
DELISTED
Vyant Bio, Inc. Common Stock
VYNT
$702K ﹤0.01%
4,501
+586
+15% +$86.7K
KSPN
2747
DELISTED
Kaspien Holdings Inc. Common Stock
KSPN
$690K ﹤0.01%
36,315
+3,400
+10% +$62.3K
BF.B icon
2748
Brown-Forman Class B
BF.B
$12.8B
$687K ﹤0.01%
+13,600
New +$707K
RGP icon
2749
Resources Connection
RGP
$144M
$686K ﹤0.01%
41,300
-26,542
-39% -$434K
AEG icon
2750
Aegon
AEG
$13.9B
$684K ﹤0.01%
+123,066
New +$640K
108 109
110
111 112

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jim Simons's Q3 2018 Portfolio in Review

As of Q3 2018, Jim Simons held 3,734 positions worth $97.3B, up 6% from $91.7B the previous quarter. Its ten largest holdings account for 9.7% of the portfolio.

Jim Simons's Q3 2018 filing shows 508 new, 1,623 increased, 1,169 reduced and 410 closed positions. Its largest new stake was JPMorgan Chase: 2,054,913 shares worth $232M. The largest sale was Apple, an estimated $707M.

By sector, the portfolio is most concentrated in Healthcare at 19% of assets, up from 18% a quarter earlier, followed by Technology and Financials.

  • Jim Simons's largest Q3 2018 buy was JPMorgan Chase: 2,054,913 shares worth $232M.
  • Jim Simons added most to Twenty-First Century Fox, Inc. Class A in Q3 2018, an estimated $327M increase.
  • Jim Simons's biggest Q3 2018 reduction was Johnson & Johnson, cutting an estimated $396M.
  • Jim Simons fully exited Apple in Q3 2018, selling an estimated $707M.
  • Jim Simons's ten largest holdings make up 9.7% of its $97.3B portfolio in Q3 2018.
  • Jim Simons opened 508 new positions and closed 410 in Q3 2018.
  • Jim Simons's portfolio value rose 6% quarter-over-quarter to $97.3B.

Based on Renaissance Technologies's 13F filing for Q3 2018, filed 13 Nov 2018.