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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
HHS icon
2726
Harte-Hanks
HHS
$21M
$874K ﹤0.01%
244,941
+11,901
+5% +$41.4K
APRN
2727
DELISTED
Blue Apron Holdings, Inc. Class A Common Stock
APRN
$873K ﹤0.01%
+4,950
New +$1.08M
NTRP
2728
DELISTED
Neurotrope, Inc. Common
NTRP
$869K ﹤0.01%
159,447
+84,700
+113% +$364K
ECVT icon
2729
Ecovyst
ECVT
$1.12B
$866K ﹤0.01%
+57,100
New +$875K
THD icon
2730
iShares MSCI Thailand ETF
THD
$355M
$866K ﹤0.01%
9,800
-2,154
-18% -$191K
EVOL
2731
DELISTED
Evolving Systems, Inc.
EVOL
$866K ﹤0.01%
721,912
+76,676
+12% +$100K
HBP
2732
DELISTED
Huttig Building Products, Inc.
HBP
$865K ﹤0.01%
312,306
+4,600
+1% +$12.1K
SLCT
2733
DELISTED
Select Bancorp, Inc.
SLCT
$865K ﹤0.01%
76,100
+19,700
+35% +$232K
SAUC
2734
DELISTED
Diversified Restaurant Holdings, Inc. Common stock
SAUC
$862K ﹤0.01%
939,220
+5,500
+0.6% +$5.48K
QBAK
2735
DELISTED
Qualstar Corp
QBAK
$861K ﹤0.01%
157,200
-2,500
-2% -$14.9K
BLPH
2736
DELISTED
Bellerophon Therapeutics, Inc.
BLPH
$860K ﹤0.01%
87,845
+4,147
+5% +$45.7K
BOOT icon
2737
Boot Barn
BOOT
$4.97B
$857K ﹤0.01%
+29,100
New +$734K
HACK icon
2738
Amplify Cybersecurity ETF
HACK
$3.02B
$856K ﹤0.01%
+21,390
New +$814K
NODK icon
2739
NI Holdings
NODK
$315M
$856K ﹤0.01%
53,501
-2,400
-4% -$37.1K
HBMD
2740
DELISTED
Howard Bancorp, Inc. Common Stock
HBMD
$856K ﹤0.01%
57,800
+2,000
+4% +$28.1K
STRR
2741
DELISTED
Star Equity Holdings
STRR
$853K ﹤0.01%
18,704
– –
LMRK
2742
DELISTED
Landmark Infrastructure Partners LP Common Units
LMRK
$853K ﹤0.01%
+50,300
New +$734K
MYRG icon
2743
MYR Group
MYRG
$5.19B
$852K ﹤0.01%
24,600
+5,500
+29% +$179K
PB icon
2744
Prosperity Bancshares
PB
$8.97B
$849K ﹤0.01%
12,300
-6,100
-33% -$435K
SIFY
2745
Sify Technologies
SIFY
$1.14B
$849K ﹤0.01%
86,688
-417
-0.5% -$3.98K
ATYR
2746
aTyr Pharma
ATYR
$56M
$847K ﹤0.01%
110,040
+12,329
+13% +$87.8K
AFH
2747
DELISTED
Atlas Financial Holdings, Inc. Ordinary Shares
AFH
$847K ﹤0.01%
344,318
+125,360
+57% +$889K
MCB icon
2748
Metropolitan Bank Holding Corp
MCB
$1.18B
$845K ﹤0.01%
24,300
+9,500
+64% +$340K
LWAY icon
2749
Lifeway Foods
LWAY
$378M
$843K ﹤0.01%
348,298
+32,442
+10% +$77.1K
PNFP icon
2750
Pinnacle Financial Partners Inc
PNFP
$16.2B
$842K ﹤0.01%
15,400
+7,200
+88% +$398K
108 109
110
111 112

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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.