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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
GNSS icon
2776
Genasys
GNSS
$77.4M
$603K ﹤0.01%
229,436
+38,736
+20% +$89.1K
SSKN
2777
DELISTED
Strata Skin Sciences
SSKN
$602K ﹤0.01%
29,350
+18,258
+165% +$298K
GCP
2778
DELISTED
GCP Applied Technologies Inc.
GCP
$602K ﹤0.01%
+20,800
New +$629K
CVU icon
2779
CPI Aerostructures
CVU
$72.6M
$600K ﹤0.01%
57,189
-11,011
-16% -$113K
SCOR icon
2780
Comscore
SCOR
$108M
$600K ﹤0.01%
+1,375
New +$647K
VGT icon
2781
Vanguard Information Technology ETF
VGT
$149B
$599K ﹤0.01%
+26,400
New +$593K
ATKR icon
2782
Atkore
ATKR
$3.17B
$598K ﹤0.01%
28,800
-21,300
-43% -$431K
DLS icon
2783
WisdomTree International SmallCap Dividend Fund
DLS
$1.08B
$597K ﹤0.01%
8,300
-8,700
-51% -$662K
FM
2784
DELISTED
iShares Frontier and Select EM ETF
FM
$596K ﹤0.01%
20,700
+6,000
+41% +$193K
SCJ icon
2785
iShares MSCI Japan Small-Cap ETF
SCJ
$264M
$593K ﹤0.01%
+7,600
New +$616K
ARAV
2786
DELISTED
Aravive, Inc. Common Stock
ARAV
$593K ﹤0.01%
48,814
+38,497
+373% +$396K
HI
2787
DELISTED
Hillenbrand
HI
$589K ﹤0.01%
12,500
-109,600
-90% -$5.14M
ARL icon
2788
American Realty Investors
ARL
$243M
$588K ﹤0.01%
37,180
+5,680
+18% +$94.4K
HQY icon
2789
HealthEquity
HQY
$8.82B
$586K ﹤0.01%
+7,800
New +$560K
ENG
2790
DELISTED
ENGlobal Corp
ENG
$583K ﹤0.01%
56,500
+2,500
+5% +$20.4K
SNFCA icon
2791
Security National Financial
SNFCA
$242M
$582K ﹤0.01%
169,520
+2,425
+1% +$8.55K
PGF icon
2792
Invesco Financial Preferred ETF
PGF
$668M
$581K ﹤0.01%
31,500
-49,566
-61% -$911K
SCHE icon
2793
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$580K ﹤0.01%
+22,400
New +$616K
BSCJ
2794
DELISTED
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
$576K ﹤0.01%
+27,451
New +$577K
IVV icon
2795
iShares Core S&P 500 ETF
IVV
$904B
$573K ﹤0.01%
+2,100
New +$571K
KSPN
2796
DELISTED
Kaspien Holdings Inc. Common Stock
KSPN
$573K ﹤0.01%
32,915
+1,045
+3% +$24.3K
PESI icon
2797
Perma-Fix Environmental Services
PESI
$412M
$572K ﹤0.01%
127,001
+29,401
+30% +$133K
XELA
2798
DELISTED
Exela Technologies, Inc. Common Stock
XELA
$572K ﹤0.01%
10
-2
-17% -$116K
CSCO icon
2799
Cisco
CSCO
$488B
$568K ﹤0.01%
+13,200
New +$577K
WSCI
2800
DELISTED
WSI Industries Inc
WSCI
$568K ﹤0.01%
109,301
+3,201
+3% +$15.4K
110 111
112
113 114

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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.