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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
MCB icon
2951
Metropolitan Bank Holding Corp
MCB
$1.17B
$366K ﹤0.01%
+8,900
New +$414K
SCHD icon
2952
Schwab US Dividend Equity ETF
SCHD
$108B
$366K ﹤0.01%
20,700
-7,800
-27% -$135K
NAV
2953
DELISTED
Navistar International
NAV
$366K ﹤0.01%
+9,500
New +$396K
BCOM
2954
DELISTED
B Communications Ltd
BCOM
$365K ﹤0.01%
38,400
+1,500
+4% +$12.9K
AEY
2955
DELISTED
ADDvantage Technologies Group
AEY
$364K ﹤0.01%
25,833
+1,410
+6% +$20.1K
ATXS
2956
DELISTED
Astria Therapeutics
ATXS
$363K ﹤0.01%
7,562
-6,353
-46% -$285K
NEPT
2957
DELISTED
Neptune Wellness Solutions Inc. Ordinary Shares
NEPT
$363K ﹤0.01%
67
+59
+738% +$285K
DJCO icon
2958
Daily Journal
DJCO
$828M
$362K ﹤0.01%
1,500
– –
SLF icon
2959
Sun Life Financial
SLF
$44.8B
$362K ﹤0.01%
9,100
-134,000
-94% -$5.36M
DGRW icon
2960
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.4B
$359K ﹤0.01%
+8,100
New +$350K
MGK icon
2961
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34B
$359K ﹤0.01%
14,000
– –
CMP icon
2962
Compass Minerals
CMP
$1.1B
$356K ﹤0.01%
+5,300
New +$346K
EGO icon
2963
Eldorado Gold
EGO
$10B
$356K ﹤0.01%
80,640
-589,040
-88% -$2.91M
WLDN icon
2964
Willdan Group
WLDN
$1.29B
$353K ﹤0.01%
10,400
-20,300
-66% -$633K
MOG.A icon
2965
Moog Inc Class A
MOG.A
$13.5B
$352K ﹤0.01%
4,100
-5,200
-56% -$410K
LNW
2966
DELISTED
Light & Wonder
LNW
$351K ﹤0.01%
13,800
-2,184,948
-99% -$79.3M
OSIR
2967
DELISTED
Osiris Therapeutics, Inc. Common Stock
OSIR
$351K ﹤0.01%
+31,640
New +$317K
CACC icon
2968
Credit Acceptance
CACC
$6.05B
$350K ﹤0.01%
+800
New +$336K
EDV icon
2969
Vanguard World Funds Extended Duration ETF
EDV
$3.49B
$347K ﹤0.01%
3,200
+1,000
+45% +$113K
TLH icon
2970
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
$347K ﹤0.01%
2,700
-200
-7% -$26.1K
FSTX
2971
DELISTED
F-star Therapeutics, Inc. Common Stock
FSTX
$347K ﹤0.01%
7,200
+3,325
+86% +$167K
ACER
2972
DELISTED
Acer Therapeutics Inc
ACER
$346K ﹤0.01%
+11,235
New +$301K
BWB icon
2973
Bridgewater Bancshares
BWB
$620M
$344K ﹤0.01%
+26,400
New +$339K
MGV icon
2974
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.7B
$344K ﹤0.01%
+4,300
New +$338K
DAC icon
2975
Danaos Corp
DAC
$2.56B
$341K ﹤0.01%
20,309
+13,747
+209% +$325K
117 118
119
120 121

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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.