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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
IUSG icon
2926
iShares Core S&P US Growth ETF
IUSG
$33.7B
$355K ﹤0.01%
6,200
-100
-2% -$5.65K
VALU icon
2927
Value Line
VALU
$360M
$353K ﹤0.01%
14,900
-600
-4% -$12.2K
FBIO icon
2928
Fortress Biotech
FBIO
$91.4M
$350K ﹤0.01%
7,820
+1,480
+23% +$83.3K
FPX icon
2929
First Trust US Equity Opportunities ETF
FPX
$1.53B
$350K ﹤0.01%
4,900
-2,100
-30% -$149K
UWM icon
2930
ProShares Ultra Russell2000
UWM
$247M
$350K ﹤0.01%
+8,800
New +$337K
SPTM icon
2931
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$347K ﹤0.01%
+10,200
New +$344K
BCOM
2932
DELISTED
B Communications Ltd
BCOM
$346K ﹤0.01%
36,900
-100
-0.3% -$1.09K
ALT icon
2933
Altimmune
ALT
$570M
$345K ﹤0.01%
25,865
+11,446
+79% +$225K
DJCO icon
2934
Daily Journal
DJCO
$767M
$345K ﹤0.01%
1,500
– –
NRT
2935
North European Oil Royalty Trust
NRT
$83.5M
$345K ﹤0.01%
42,690
+19,707
+86% +$169K
TIPT icon
2936
Tiptree Inc
TIPT
$668M
$343K ﹤0.01%
+50,400
New +$326K
IVOO icon
2937
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.93B
$342K ﹤0.01%
5,200
+1,000
+24% +$65.2K
CUB
2938
DELISTED
Cubic Corporation
CUB
$334K ﹤0.01%
5,200
-43,600
-89% -$2.91M
MGK icon
2939
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.7B
$333K ﹤0.01%
14,000
-11,000
-44% -$257K
VECO icon
2940
Veeco
VECO
$3.26B
$332K ﹤0.01%
23,303
-103,000
-82% -$1.7M
TRAW icon
2941
Traws Pharma
TRAW
$8.12M
$332K ﹤0.01%
146
+120
+462% +$348K
PSV
2942
DELISTED
Hermitage Offshore Services Ltd.
PSV
$331K ﹤0.01%
28,795
+3,024
+12% +$34.1K
SBOW
2943
DELISTED
SilverBow Resources, Inc.
SBOW
$329K ﹤0.01%
+11,400
New +$335K
AFBI
2944
DELISTED
Affinity Bancshares
AFBI
$328K ﹤0.01%
26,727
+6,523
+32% +$80.7K
CORP icon
2945
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.58B
$324K ﹤0.01%
3,231
-2,455
-43% -$247K
CALI
2946
DELISTED
China Auto Logistics Inc
CALI
$322K ﹤0.01%
141,200
+97,800
+225% +$267K
XOMA
2947
DELISTED
Xoma
XOMA
$321K ﹤0.01%
15,389
-24,500
-61% -$558K
AEY
2948
DELISTED
ADDvantage Technologies Group
AEY
$320K ﹤0.01%
24,423
+1,413
+6% +$18.3K
NATI
2949
DELISTED
National Instruments Corp
NATI
$319K ﹤0.01%
7,600
-10,400
-58% -$461K
LITE icon
2950
Lumentum
LITE
$72.5B
$318K ﹤0.01%
+5,500
New +$328K
116 117
118
119 120

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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.