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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
DCI icon
2901
Donaldson
DCI
$11.2B
$393K ﹤0.01%
8,700
-90,400
-91% -$4.17M
AGRX
2902
DELISTED
Agile Therapeutics
AGRX
$392K ﹤0.01%
396
+171
+76% +$600K
KTWO
2903
DELISTED
K2M Group Holdings, Inc
KTWO
$392K ﹤0.01%
+17,400
New +$367K
INDP icon
2904
Indaptus Therapeutics
INDP
$136M
$391K ﹤0.01%
40
+33
+471% +$366K
NNVC icon
2905
NanoViricides
NNVC
$34.9M
$391K ﹤0.01%
44,419
+17,844
+67% +$219K
VV icon
2906
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$387K ﹤0.01%
+3,100
New +$385K
MICR
2907
DELISTED
Micron Solutions, Inc.
MICR
$387K ﹤0.01%
112,800
+5,500
+5% +$20.4K
VSTO
2908
DELISTED
Vista Outdoor Inc.
VSTO
$387K ﹤0.01%
25,000
-243,800
-91% -$3.9M
RNDB
2909
DELISTED
Randolph Bancorp, Inc. Common Stock
RNDB
$386K ﹤0.01%
23,000
+5,302
+30% +$86K
DFJ icon
2910
WisdomTree Japan SmallCap Dividend Fund
DFJ
$402M
$385K ﹤0.01%
+5,000
New +$404K
TGLS icon
2911
Tecnoglass Holdings Inc.
TGLS
$1.86B
$383K ﹤0.01%
44,123
-6,253
-12% -$54.8K
TLH icon
2912
iShares 10-20 Year Treasury Bond ETF
TLH
$10.8B
$381K ﹤0.01%
+2,900
New +$377K
FRPT icon
2913
Freshpet
FRPT
$3.48B
$371K ﹤0.01%
+13,500
New +$288K
QRHC icon
2914
Quest Resource Holding
QRHC
$30M
$370K ﹤0.01%
190,610
+23,059
+14% +$44.9K
GSAT icon
2915
Globalstar
GSAT
$10.8B
$369K ﹤0.01%
+50,212
New +$453K
RTC
2916
DELISTED
Baijiayun Group
RTC
$369K ﹤0.01%
25,380
+400
+2% +$6.71K
IYC icon
2917
iShares US Consumer Discretionary ETF
IYC
$1.21B
$368K ﹤0.01%
7,600
– –
ABAC
2918
DELISTED
Renmin Tianli Group, Inc. Common Shares
ABAC
$368K ﹤0.01%
130,975
+6,500
+5% +$15.3K
KB icon
2919
KB Financial Group
KB
$41.4B
$367K ﹤0.01%
+7,900
New +$417K
UNIT
2920
Uniti Group
UNIT
$2.31B
$366K ﹤0.01%
+18,286
New +$356K
FLEX icon
2921
Flex
FLEX
$46B
$365K ﹤0.01%
+34,365
New +$386K
GRBK icon
2922
Green Brick Partners
GRBK
$3.02B
$364K ﹤0.01%
+37,135
New +$407K
WIRE
2923
DELISTED
Encore Wire Corp
WIRE
$361K ﹤0.01%
+7,600
New +$387K
MTL
2924
DELISTED
Mechel PAO American Depository Shares, each representing two ordinary shares (ADSs)
MTL
$360K ﹤0.01%
114,910
-191,201
-62% -$689K
ELSE
2925
DELISTED
Electro-Sensors
ELSE
$359K ﹤0.01%
89,100
-3,500
-4% -$14K
115 116
117
118 119

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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.