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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
NVTR
2801
DELISTED
Nuvectra Corporation Common Stock
NVTR
$563K ﹤0.01%
27,400
+2,500
+10% +$42.2K
ALIM
2802
DELISTED
Alimera Sciences
ALIM
$562K ﹤0.01%
38,267
+6,600
+21% +$92.8K
CRT
2803
Cross Timbers Royalty Trust
CRT
$60.6M
$556K ﹤0.01%
38,346
+2,751
+8% +$38.1K
IQV icon
2804
IQVIA
IQV
$39.8B
$549K ﹤0.01%
5,500
-326,147
-98% -$32.6M
TSRI
2805
DELISTED
TSR Inc. New
TSRI
$548K ﹤0.01%
81,850
+1,900
+2% +$10.3K
CLRO icon
2806
ClearOne Inc
CLRO
$15.5M
$547K ﹤0.01%
9,477
+457
+5% +$40.3K
DVY icon
2807
iShares Select Dividend ETF
DVY
$23.7B
$547K ﹤0.01%
5,600
-7,800
-58% -$757K
QAI icon
2808
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$1.02B
$541K ﹤0.01%
17,800
-6,000
-25% -$183K
YTEN
2809
DELISTED
Yield10 Bioscience, Inc. Common Stock
YTEN
$541K ﹤0.01%
399
+46
+13% +$72.9K
SCHR
2810
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$537K ﹤0.01%
+20,542
New +$535K
IJJ icon
2811
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.03B
$535K ﹤0.01%
6,600
-2,800
-30% -$224K
WEB
2812
DELISTED
Web.com Group, Inc.
WEB
$530K ﹤0.01%
20,500
-133,900
-87% -$2.69M
CHRW icon
2813
C.H. Robinson
CHRW
$17.1B
$528K ﹤0.01%
+6,308
New +$563K
MPB icon
2814
Mid Penn Bancorp
MPB
$969M
$527K ﹤0.01%
+15,100
New +$530K
FGNX
2815
FG Nexus Inc
FGNX
$40.2M
$526K ﹤0.01%
593
+42
+8% +$38K
TENX icon
2816
Tenax Therapeutics
TENX
$64.4M
$526K ﹤0.01%
52
+16
+44% +$162K
MBAI
2817
Check-Cap
MBAI
$9.82M
$524K ﹤0.01%
925
+775
+517% +$569K
SPYG icon
2818
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.1B
$523K ﹤0.01%
+14,900
New +$517K
VYNT
2819
DELISTED
Vyant Bio, Inc. Common Stock
VYNT
$523K ﹤0.01%
3,915
+706
+22% +$107K
GWX icon
2820
State Street SPDR S&P International Small Cap ETF
GWX
$925M
$522K ﹤0.01%
15,200
-1,700
-10% -$60.5K
MMAC
2821
DELISTED
MMA Capital Holdings, Inc. Common Stock
MMAC
$521K ﹤0.01%
19,593
+355
+2% +$9.75K
IFLN
2822
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$306M
$519K ﹤0.01%
+28,402
New +$525K
OBSV
2823
DELISTED
ObsEva SA Ordinary Shares
OBSV
$519K ﹤0.01%
+34,300
New +$456K
CZWI icon
2824
Citizens Community Bancorp
CZWI
$200M
$514K ﹤0.01%
36,300
-2,000
-5% -$27.8K
NVTA
2825
DELISTED
Invitae Corporation
NVTA
$514K ﹤0.01%
+69,982
New +$465K
111 112
113
114 115

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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.