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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
TENX icon
2926
Tenax Therapeutics
TENX
$64.4M
$489K ﹤0.01%
151
+48
+47% +$109K
GBL
2927
DELISTED
GAMCO Investors, Inc.
GBL
$488K ﹤0.01%
+23,800
New +$471K
FSI icon
2928
Flexible Solutions
FSI
$63.1M
$487K ﹤0.01%
218,500
+12,000
+6% +$21.9K
PESI icon
2929
Perma-Fix Environmental Services
PESI
$412M
$487K ﹤0.01%
138,690
-105
-0.1% -$349
NOTV
2930
DELISTED
Inotiv
NOTV
$486K ﹤0.01%
234,881
+19,600
+9% +$30.6K
GUNR icon
2931
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.09B
$485K ﹤0.01%
14,800
-23,100
-61% -$737K
KEY icon
2932
KeyCorp
KEY
$24.5B
$484K ﹤0.01%
+30,700
New +$512K
DGAZ
2933
DELISTED
VelocityShares 3x Inverse Natural Gas ETN linked to the S&P GSCI Natural Gas Index Excess Return
DGAZ
$484K ﹤0.01%
+4,495
New +$438K
ARL icon
2934
American Realty Investors
ARL
$243M
$482K ﹤0.01%
39,800
-700
-2% -$8.82K
VYNT
2935
DELISTED
Vyant Bio, Inc. Common Stock
VYNT
$482K ﹤0.01%
13,382
+7,324
+121% +$301K
MOG.B icon
2936
Moog Inc Class B
MOG.B
$13B
$480K ﹤0.01%
5,600
– –
FGBI icon
2937
First Guaranty Bancshares
FGBI
$139M
$478K ﹤0.01%
28,205
+4,852
+21% +$85.5K
PCEF icon
2938
Invesco CEF Income Composite ETF
PCEF
$818M
$474K ﹤0.01%
+21,400
New +$465K
IJS icon
2939
iShares S&P Small-Cap 600 Value ETF
IJS
$8.36B
$472K ﹤0.01%
6,400
+3,000
+88% +$222K
TREC
2940
DELISTED
Trecora Resources
TREC
$471K ﹤0.01%
51,785
-20,300
-28% -$181K
ARGO
2941
DELISTED
Argo Group International Holdings, Ltd.
ARGO
$468K ﹤0.01%
6,630
-29,490
-82% -$2.01M
SHSP
2942
DELISTED
SharpSpring, Inc.
SHSP
$468K ﹤0.01%
29,200
+12,180
+72% +$175K
MHK icon
2943
Mohawk Industries
MHK
$9.27B
$467K ﹤0.01%
3,700
-108,400
-97% -$14.1M
XLY icon
2944
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
$467K ﹤0.01%
+8,200
New +$445K
DVCR
2945
DELISTED
Diversicare Healthcare Services Inc
DVCR
$467K ﹤0.01%
120,300
+1,300
+1% +$4.58K
SVRA icon
2946
Savara
SVRA
$1.17B
$466K ﹤0.01%
+63,183
New +$476K
MORL
2947
DELISTED
ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN
MORL
$466K ﹤0.01%
+30,800
New +$445K
RVP icon
2948
Retractable Technologies
RVP
$20.2M
$465K ﹤0.01%
727,927
+58,413
+9% +$42.2K
GNR icon
2949
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.95B
$462K ﹤0.01%
10,000
-600
-6% -$26.9K
THRM icon
2950
Gentherm
THRM
$1.27B
$461K ﹤0.01%
+12,500
New +$509K
116 117
118
119 120

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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.