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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
SGMA
2801
DELISTED
Sigmatron International
SGMA
$734K ﹤0.01%
252,146
+2,500
+1% +$7.09K
FMAO icon
2802
Farmers & Merchants Bancorp
FMAO
$485M
$731K ﹤0.01%
24,300
+13,400
+123% +$419K
SQQQ icon
2803
ProShares UltraPro Short QQQ
SQQQ
$1.7B
$731K ﹤0.01%
+29
New +$897K
WAL icon
2804
Western Alliance Bancorporation
WAL
$9.09B
$731K ﹤0.01%
17,804
-158,800
-90% -$7M
OAK
2805
DELISTED
OAKTREE CAPITAL GROUP, LLC
OAK
$729K ﹤0.01%
+14,689
New +$638K
OPOF
2806
DELISTED
Old Point Financial
OPOF
$728K ﹤0.01%
34,335
+1,700
+5% +$37.5K
MTL
2807
DELISTED
Mechel PAO American Depository Shares, each representing two ordinary shares (ADSs)
MTL
$724K ﹤0.01%
365,515
+146,000
+67% +$330K
XLI icon
2808
State Street Industrial Select Sector SPDR ETF
XLI
$34.6B
$720K ﹤0.01%
+9,600
New +$695K
BRS
2809
DELISTED
Bristow Group, Inc.
BRS
$717K ﹤0.01%
646,124
-114,876
-15% -$250K
SCHA icon
2810
Schwab U.S Small- Cap ETF
SCHA
$23.4B
$713K ﹤0.01%
+40,800
New +$698K
IVE icon
2811
iShares S&P 500 Value ETF
IVE
$50.2B
$710K ﹤0.01%
6,300
-4,400
-41% -$483K
AC
2812
DELISTED
Associated Capital Group
AC
$708K ﹤0.01%
17,990
+5,829
+48% +$238K
SNNA
2813
DELISTED
Sienna Biopharmaceuticals, Inc.
SNNA
$708K ﹤0.01%
305,200
+186,600
+157% +$506K
ADYX
2814
DELISTED
Adynxx Inc
ADYX
$701K ﹤0.01%
39,738
+7,000
+21% +$104K
DNBF
2815
DELISTED
DNB Financial Corp
DNBF
$700K ﹤0.01%
18,525
-275
-1% -$9.93K
ASCMA
2816
DELISTED
Ascent Capital Group, Inc. Series A
ASCMA
$698K ﹤0.01%
928,594
-604
-0.1% -$349
KB icon
2817
KB Financial Group
KB
$41.6B
$693K ﹤0.01%
18,700
-23,000
-55% -$919K
ICD
2818
DELISTED
Independence Contract Drilling, Inc.
ICD
$689K ﹤0.01%
12,435
+2,170
+21% +$141K
SNFCA icon
2819
Security National Financial
SNFCA
$244M
$687K ﹤0.01%
209,903
+10,986
+6% +$39.3K
TRMD icon
2820
TORM
TRMD
$3.03B
$687K ﹤0.01%
+91,415
New +$598K
PETX
2821
DELISTED
Aratana Therapeutics, Inc.
PETX
$687K ﹤0.01%
190,789
+120,100
+170% +$520K
PDEX icon
2822
Pro-Dex
PDEX
$220M
$685K ﹤0.01%
47,300
+1,700
+4% +$23.9K
XOG
2823
DELISTED
Extraction Oil & Gas, Inc. Common Stock
XOG
$683K ﹤0.01%
+161,400
New +$675K
GFED
2824
DELISTED
Guaranty Federal Bancshares In
GFED
$682K ﹤0.01%
30,400
+400
+1% +$9.07K
OIH icon
2825
VanEck Oil Services ETF
OIH
$1.95B
$681K ﹤0.01%
1,975
-5,760
-74% -$1.94M
111 112
113
114 115

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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.