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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
CRH icon
2851
CRH
CRH
$65.2B
$470K ﹤0.01%
13,300
-56,900
-81% -$2.05M
SRL icon
2852
Scully Royalty
SRL
$90.9M
$469K ﹤0.01%
79,270
-3,085
-4% -$19.2K
SCHD icon
2853
Schwab US Dividend Equity ETF
SCHD
$107B
$468K ﹤0.01%
28,500
+9,600
+51% +$158K
MNDO icon
2854
Mind CTI
MNDO
$20.6M
$467K ﹤0.01%
215,221
+74,717
+53% +$166K
ARCW
2855
DELISTED
ARC Group Worldwide, Inc
ARCW
$466K ﹤0.01%
190,200
+7,100
+4% +$16.5K
SUMR
2856
DELISTED
Summer Infant, Inc.
SUMR
$464K ﹤0.01%
37,067
+1,478
+4% +$14.6K
GLD icon
2857
SPDR Gold Trust
GLD
$144B
$463K ﹤0.01%
+3,900
New +$483K
SCHV
2858
Schwab US Large-Cap Value ETF
SCHV
$16.3B
$460K ﹤0.01%
+25,962
New +$463K
ICBK
2859
DELISTED
County Bancorp, Inc. Common Stock
ICBK
$459K ﹤0.01%
16,700
+6,148
+58% +$172K
CPRX
2860
DELISTED
Catalyst Pharmaceutical
CPRX
$457K ﹤0.01%
146,466
-1,243,034
-89% -$3.77M
DIV icon
2861
Global X SuperDividend US ETF
DIV
$776M
$455K ﹤0.01%
18,133
+6,904
+61% +$170K
BCLI
2862
DELISTED
BRAINSTORM CELL THERAPUTC
BCLI
$450K ﹤0.01%
7,693
+1,753
+30% +$103K
ROK icon
2863
Rockwell Automation
ROK
$50.1B
$449K ﹤0.01%
2,700
-16,500
-86% -$2.87M
ATTO
2864
DELISTED
Atento S.A.
ATTO
$449K ﹤0.01%
13,052
-24,166
-65% -$920K
IGM icon
2865
iShares Expanded Tech Sector ETF
IGM
$10.8B
$444K ﹤0.01%
13,800
-3,000
-18% -$94.6K
MNI
2866
DELISTED
The McClatchy Company Class A Common Stock
MNI
$444K ﹤0.01%
44,630
+6,400
+17% +$62.3K
CFRX
2867
DELISTED
ContraFect Corporation
CFRX
$443K ﹤0.01%
251
+73
+41% +$108K
OCIP
2868
DELISTED
OCI Partners LP
OCIP
$441K ﹤0.01%
38,388
+5,132
+15% +$52K
ICD
2869
DELISTED
Independence Contract Drilling, Inc.
ICD
$440K ﹤0.01%
+5,345
New +$459K
FCSC
2870
DELISTED
Fibrocell Science Inc.
FCSC
$439K ﹤0.01%
162,281
+138,742
+589% +$402K
GLIN icon
2871
VanEck India Growth Leaders ETF
GLIN
$93.4M
$438K ﹤0.01%
9,000
+5,200
+137% +$287K
PSCH icon
2872
Invesco S&P SmallCap Health Care ETF
PSCH
$172M
$438K ﹤0.01%
+10,233
New +$414K
CETX icon
2873
Cemtrex
CETX
$5.2M
– –
0
– –
MOG.B icon
2874
Moog Inc Class B
MOG.B
$435K ﹤0.01%
5,600
– –
SEM
2875
DELISTED
Select Medical
SEM
$434K ﹤0.01%
44,358
-21,530
-33% -$211K
113 114
115
116 117

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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.