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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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
+6.82%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$97.3B
AUM Growth
+$5.53B
Cap. Flow
+$1.37B
Cap. Flow %
1.41%
Top 10 Hldgs %
9.68%
Holding
3,734
New
508
Increased
1,623
Reduced
1,169
Closed
410

Top Buys

Rank Stock Value
1
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$327M
2
CMG icon
Chipotle Mexican Grill
CMG
+$271M
3
CVX icon
Chevron
CVX
+$264M
4
JPM icon
JPMorgan Chase
JPM
+$233M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$224M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$707M
2
JNJ icon
Johnson & Johnson
JNJ
+$396M
3
AMZN icon
Amazon
AMZN
+$312M
4
WMT icon
Walmart Inc
WMT
+$285M
5
ISRG icon
Intuitive Surgical
ISRG
+$262M

Sector Composition

Rank Sector Weight
1 Healthcare 17.73%
2 Technology 14.98%
3 Financials 10.9%
4 Consumer Discretionary 8.96%
5 Real Estate 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWR icon
2926
iShares Russell Mid-Cap ETF
IWR
$58.3B
$397K ﹤0.01%
7,200
-8,000
-53% -$438K
SAGE
2927
DELISTED
Sage Therapeutics
SAGE
$396K ﹤0.01%
2,800
-163,900
-98% -$25.3M
NOTV
2928
DELISTED
Inotiv
NOTV
$395K ﹤0.01%
245,450
-3,450
-1% -$5.9K
MICR
2929
DELISTED
Micron Solutions, Inc.
MICR
$394K ﹤0.01%
112,500
-300
-0.3% -$1.02K
IMO icon
2930
Imperial Oil
IMO
$63.1B
$392K ﹤0.01%
+12,125
New +$389K
PEI
2931
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
$390K ﹤0.01%
+2,747
New +$427K
HNP
2932
DELISTED
Huaneng Power Intl, Inc.
HNP
$389K ﹤0.01%
15,000
+7,200
+92% +$195K
MNDO icon
2933
Mind CTI
MNDO
$20.6M
$388K ﹤0.01%
167,079
-48,142
-22% -$107K
SCHH icon
2934
Schwab US REIT ETF
SCHH
$11.4B
$388K ﹤0.01%
+18,600
New +$393K
SCHB icon
2935
Schwab US Broad Market ETF
SCHB
$45.2B
$385K ﹤0.01%
+32,802
New +$378K
PRFZ icon
2936
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.92B
$384K ﹤0.01%
13,500
-2,000
-13% -$57.1K
DNN icon
2937
Denison Mines
DNN
$2.98B
$376K ﹤0.01%
565,700
+211,499
+60% +$108K
REMX icon
2938
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.23B
$376K ﹤0.01%
6,221
+388
+7% +$24.4K
ORKA
2939
Oruka Therapeutics
ORKA
$7.11B
$375K ﹤0.01%
3,104
+1,163
+60% +$150K
INSE icon
2940
Inspired Entertainment
INSE
$163M
$374K ﹤0.01%
61,300
+23,158
+61% +$155K
VALU icon
2941
Value Line
VALU
$360M
$374K ﹤0.01%
15,000
+100
+0.7% +$2.36K
LMB icon
2942
Limbach Holdings
LMB
$536M
$372K ﹤0.01%
33,000
-3,400
-9% -$36.1K
PZA icon
2943
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.27B
$372K ﹤0.01%
15,000
-30,300
-67% -$760K
RNDB
2944
DELISTED
Randolph Bancorp, Inc. Common Stock
RNDB
$369K ﹤0.01%
22,300
-700
-3% -$11.7K
WIP icon
2945
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$474M
$368K ﹤0.01%
7,000
-12,465
-64% -$664K
TI
2946
DELISTED
Telecom Italia
TI
$368K ﹤0.01%
61,272
+32,132
+110% +$222K
CETX icon
2947
Cemtrex
CETX
$5.2M
– –
0
– –
BNSO
2948
DELISTED
Bonso Electronic International
BNSO
$367K ﹤0.01%
131,400
+1,600
+1% +$5.34K
SECO
2949
DELISTED
Secoo Holding Limited ADR
SECO
$367K ﹤0.01%
+2,890
New +$365K
LMRK
2950
DELISTED
Landmark Infrastructure Partners LP Common Units
LMRK
$367K ﹤0.01%
+26,500
New +$355K
116 117
118
119 120

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Jim Simons's Q3 2018 Portfolio in Review

As of Q3 2018, Jim Simons held 3,734 positions worth $97.3B, up 6% from $91.7B the previous quarter. Its ten largest holdings account for 9.7% of the portfolio.

Jim Simons's Q3 2018 filing shows 508 new, 1,623 increased, 1,169 reduced and 410 closed positions. Its largest new stake was JPMorgan Chase: 2,054,913 shares worth $232M. The largest sale was Apple, an estimated $707M.

By sector, the portfolio is most concentrated in Healthcare at 18% of assets, up from 18% a quarter earlier, followed by Technology and Financials.

  • Jim Simons's largest Q3 2018 buy was JPMorgan Chase: 2,054,913 shares worth $232M.
  • Jim Simons added most to Twenty-First Century Fox, Inc. Class A in Q3 2018, an estimated $327M increase.
  • Jim Simons's biggest Q3 2018 reduction was Johnson & Johnson, cutting an estimated $396M.
  • Jim Simons fully exited Apple in Q3 2018, selling an estimated $707M.
  • Jim Simons's ten largest holdings make up 9.7% of its $97.3B portfolio in Q3 2018.
  • Jim Simons opened 508 new positions and closed 410 in Q3 2018.
  • Jim Simons's portfolio value rose 6% quarter-over-quarter to $97.3B.

Based on Renaissance Technologies's 13F filing for Q3 2018, filed 13 Nov 2018.