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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 17.73%
2 Technology 14.98%
3 Financials 10.9%
4 Consumer Discretionary 8.96%
5 Real Estate 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FRGI
2826
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
$539K ﹤0.01%
+20,166
New +$579K
BIV icon
2827
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$538K ﹤0.01%
6,680
-77,761
-92% -$6.29M
VB icon
2828
Vanguard Morningstar Small-Cap ETF
VB
$83.4B
$537K ﹤0.01%
3,300
-9,000
-73% -$1.46M
LUB
2829
DELISTED
Luby's Inc.
LUB
$527K ﹤0.01%
309,757
+53,559
+21% +$118K
ACHV icon
2830
Achieve Life Sciences
ACHV
$687M
$526K ﹤0.01%
8,353
+5,626
+206% +$356K
GRBK icon
2831
Green Brick Partners
GRBK
$3.02B
$526K ﹤0.01%
52,035
+14,900
+40% +$149K
RYZ
2832
Ryerson Holding Corp
RYZ
$1.5B
$525K ﹤0.01%
+46,500
New +$523K
FGNX
2833
FG Nexus Inc
FGNX
$40.2M
$519K ﹤0.01%
619
+26
+4% +$22.5K
PCEF icon
2834
Invesco CEF Income Composite ETF
PCEF
$823M
$518K ﹤0.01%
22,700
-19,700
-46% -$452K
RING icon
2835
iShares MSCI Global Gold Miners ETF
RING
$2.4B
$518K ﹤0.01%
+36,300
New +$565K
GTES icon
2836
Gates Industrial Corporation Ltd.
GTES
$7.05B
$515K ﹤0.01%
+26,400
New +$462K
MBAI
2837
Check-Cap
MBAI
$1.4M
$513K ﹤0.01%
915
-10
-1% -$5.14K
BKE icon
2838
Buckle
BKE
$2.33B
$512K ﹤0.01%
+22,200
New +$547K
DLS icon
2839
WisdomTree International SmallCap Dividend Fund
DLS
$1.08B
$512K ﹤0.01%
7,196
-1,104
-13% -$78.9K
BCLI
2840
DELISTED
BRAINSTORM CELL THERAPUTC
BCLI
$511K ﹤0.01%
8,927
+1,234
+16% +$74.6K
NOG icon
2841
Northern Oil and Gas
NOG
$2.57B
$510K ﹤0.01%
12,755
-237,309
-95% -$8.01M
IMDZ
2842
DELISTED
Immune Design Corp.
IMDZ
$508K ﹤0.01%
+147,214
New +$553K
ONEQ icon
2843
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.9B
$505K ﹤0.01%
16,000
-8,000
-33% -$247K
SDI
2844
DELISTED
Standard Diversified Inc. Class A Common Stock
SDI
$504K ﹤0.01%
+30,625
New +$494K
CNSL
2845
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
$503K ﹤0.01%
38,541
-179,571
-82% -$2.22M
ATHX
2846
DELISTED
Athersys, Inc. Common Stock
ATHX
$503K ﹤0.01%
9,572
-8,024
-46% -$398K
AMSC icon
2847
American Superconductor
AMSC
$1.56B
$499K ﹤0.01%
71,758
-113,130
-61% -$675K
RVP icon
2848
Retractable Technologies
RVP
$20.2M
$499K ﹤0.01%
692,623
+118,723
+21% +$89.9K
ZVRA icon
2849
Zevra Therapeutics
ZVRA
$679M
$498K ﹤0.01%
6,488
-4,875
-43% -$381K
BH icon
2850
Biglari Holdings Class B
BH
$1.22B
$495K ﹤0.01%
+2,730
New +$522K
112 113
114
115 116

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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 18% 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.