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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
BNSO
2876
DELISTED
Bonso Electronic International
BNSO
$432K ﹤0.01%
129,800
+3,100
+2% +$9.94K
PRFZ icon
2877
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.9B
$431K ﹤0.01%
15,500
-5,500
-26% -$149K
LMB icon
2878
Limbach Holdings
LMB
$536M
$430K ﹤0.01%
36,400
+22,900
+170% +$279K
BELFA icon
2879
Bel Fuse Inc Class A
BELFA
$3.43B
$428K ﹤0.01%
20,500
-600
-3% -$11.3K
RELV
2880
DELISTED
Reliv International Inc
RELV
$428K ﹤0.01%
88,680
+3,000
+4% +$14.3K
VIOO icon
2881
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.33B
$427K ﹤0.01%
5,600
+1,000
+22% +$74.1K
PID icon
2882
Invesco International Dividend Achievers ETF
PID
$912M
$423K ﹤0.01%
27,100
-9,900
-27% -$156K
RVP icon
2883
Retractable Technologies
RVP
$20.2M
$423K ﹤0.01%
573,900
+56,800
+11% +$48.3K
ENFY
2884
DELISTED
Enlightify Inc
ENFY
$422K ﹤0.01%
30,608
+2,141
+8% +$31.7K
SOXS icon
2885
Direxion Daily Semiconductor Bear 3X ETF
SOXS
$1.41B
– –
0
– –
FSI icon
2886
Flexible Solutions
FSI
$63.1M
$417K ﹤0.01%
246,600
-24,300
-9% -$37.5K
IWF icon
2887
iShares Russell 1000 Growth ETF
IWF
$128B
$417K ﹤0.01%
+11,600
New +$409K
KDNY
2888
DELISTED
Chinook Therapeutics, Inc. Common Stock
KDNY
$413K ﹤0.01%
11,800
-35,660
-75% -$1.37M
WD icon
2889
Walker & Dunlop
WD
$1.45B
$412K ﹤0.01%
+7,400
New +$427K
NOTV
2890
DELISTED
Inotiv
NOTV
$411K ﹤0.01%
248,900
-16,297
-6% -$26.8K
TVIX
2891
DELISTED
VelocityShares Daily 2x VIX Short Term ETN
TVIX
$409K ﹤0.01%
776
+462
+147% +$290K
OCC icon
2892
Optical Cable Corp
OCC
$149M
$408K ﹤0.01%
103,400
+6,900
+7% +$21.3K
TMQ
2893
Trilogy Metals
TMQ
$650M
$408K ﹤0.01%
228,966
-70,435
-24% -$95.6K
VCO
2894
DELISTED
Vina Concha Y Toro 50 Shrs
VCO
$408K ﹤0.01%
9,800
-23,800
-71% -$1.05M
REMX icon
2895
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.26B
$404K ﹤0.01%
+5,833
New +$460K
CECO icon
2896
Ceco Environmental
CECO
$4.43B
$403K ﹤0.01%
65,700
-33,500
-34% -$184K
REED
2897
DELISTED
Reeds, Inc. Common Stock
REED
$399K ﹤0.01%
2,798
+772
+38% +$97.4K
TGS icon
2898
Transportadora de Gas del Sur
TGS
$4.23B
$398K ﹤0.01%
34,062
-136,172
-80% -$2.31M
ORMP icon
2899
Oramed Pharmaceuticals
ORMP
$178M
$395K ﹤0.01%
53,100
-16,700
-24% -$121K
SXE
2900
DELISTED
Southcross Energy Partners, L.P.
SXE
$394K ﹤0.01%
254,450
+128,987
+103% +$211K
114 115
116
117 118

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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.