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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
EWG icon
2851
iShares MSCI Germany ETF
EWG
$1.67B
$638K ﹤0.01%
+23,700
New +$633K
FTCS icon
2852
First Trust Capital Strength ETF
FTCS
$7.97B
$637K ﹤0.01%
+11,800
New +$612K
SSTI icon
2853
SoundThinking
SSTI
$106M
$637K ﹤0.01%
16,500
-86,900
-84% -$3.73M
ACCO icon
2854
Acco Brands
ACCO
$399M
$635K ﹤0.01%
74,200
-153,347
-67% -$1.34M
CODA icon
2855
Coda Octopus Group
CODA
$116M
$632K ﹤0.01%
+67,396
New +$496K
FBM
2856
DELISTED
Foundation Building Materials, Inc. Common Stock
FBM
$631K ﹤0.01%
+64,100
New +$621K
CVM icon
2857
CEL-SCI Corp
CVM
$25.9M
$629K ﹤0.01%
+5,920
New +$508K
MOAT icon
2858
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
$628K ﹤0.01%
+13,470
New +$609K
SMIT
2859
DELISTED
Schmitt Industries Inc
SMIT
$620K ﹤0.01%
261,408
-7,440
-3% -$20K
DBEF icon
2860
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.44B
$618K ﹤0.01%
+19,800
New +$595K
UMH
2861
UMH Properties
UMH
$1.39B
$615K ﹤0.01%
43,690
-74,910
-63% -$1M
OVV icon
2862
Ovintiv
OVV
$17.5B
$613K ﹤0.01%
16,920
-1,763,940
-99% -$60.5M
REI icon
2863
Ring Energy
REI
$354M
$609K ﹤0.01%
103,819
-166,799
-62% -$992K
TBRG
2864
DELISTED
TruBridge
TBRG
$606K ﹤0.01%
+20,400
New +$590K
MNKD icon
2865
MannKind Corp
MNKD
$1.24B
$603K ﹤0.01%
+305,954
New +$485K
SIGA icon
2866
SIGA Technologies
SIGA
$206M
$603K ﹤0.01%
+100,400
New +$674K
CRDF icon
2867
Cardiff Oncology
CRDF
$77.1M
$601K ﹤0.01%
160,221
+45,755
+40% +$164K
ASMB icon
2868
Assembly Biosciences
ASMB
$536M
$599K ﹤0.01%
2,533
-1,050
-29% -$266K
ILPT
2869
Industrial Logistics Properties Trust
ILPT
$605M
$597K ﹤0.01%
+29,612
New +$610K
TDY icon
2870
Teledyne Technologies
TDY
$31.8B
$593K ﹤0.01%
2,500
-26,700
-91% -$6.05M
IJK icon
2871
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$592K ﹤0.01%
10,800
+6,400
+145% +$338K
TLH icon
2872
iShares 10-20 Year Treasury Bond ETF
TLH
$10.8B
$592K ﹤0.01%
+4,300
New +$575K
NVIV
2873
DELISTED
InVivo Therapeutics Holdings Corp
NVIV
$591K ﹤0.01%
508
+25
+5% +$29K
IWO icon
2874
iShares Russell 2000 Growth ETF
IWO
$15B
$590K ﹤0.01%
+3,000
New +$571K
GTES icon
2875
Gates Industrial Corporation Ltd.
GTES
$7.05B
$589K ﹤0.01%
+41,100
New +$620K
113 114
115
116 117

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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.