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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
CIZN
2976
DELISTED
Citizens Holding Co.
CIZN
$290K ﹤0.01%
12,200
+1,000
+9% +$22.4K
FNX icon
2977
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.41B
$287K ﹤0.01%
4,200
+1,000
+31% +$67.5K
SVBI
2978
DELISTED
Severn Bancorp Inc/MD
SVBI
$287K ﹤0.01%
33,131
+6,731
+25% +$52.1K
SINT icon
2979
SiNtx Technologies
SINT
$9.98M
$286K ﹤0.01%
+1
New +$747K
IYW icon
2980
iShares US Technology ETF
IYW
$25.4B
$285K ﹤0.01%
+6,400
New +$283K
SACH
2981
Sachem Capital Corp
SACH
$38.4M
$284K ﹤0.01%
69,200
+31,200
+82% +$117K
CTHR
2982
DELISTED
Charles & Colvard Ltd
CTHR
$284K ﹤0.01%
26,509
-3,711
-12% -$46.1K
GTN.A icon
2983
Gray Media Inc
GTN.A
$612M
$282K ﹤0.01%
19,300
– –
DTEA
2984
DELISTED
DAVIDsTEA Inc. Common Stock
DTEA
$282K ﹤0.01%
79,300
+12,400
+19% +$45.5K
NTRP
2985
DELISTED
Neurotrope, Inc. Common
NTRP
$281K ﹤0.01%
+29,000
New +$267K
HDV
2986
iShares Core High Dividend ETF
HDV
$15B
$280K ﹤0.01%
+16,500
New +$281K
ADYX
2987
DELISTED
Adynxx Inc
ADYX
$280K ﹤0.01%
22,780
+2,350
+12% +$30.5K
IMUC
2988
DELISTED
ImmunoCellular Therapeutics, Ltd.
IMUC
$280K ﹤0.01%
1,078,404
+56,300
+6% +$14.6K
TDY icon
2989
Teledyne Technologies
TDY
$31.8B
$279K ﹤0.01%
1,400
-600
-30% -$118K
HEDJ icon
2990
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
$278K ﹤0.01%
+8,800
New +$287K
AGFS
2991
DELISTED
AgroFresh Solutions Inc
AGFS
$278K ﹤0.01%
39,650
+14,150
+55% +$102K
HAS icon
2992
Hasbro
HAS
$13.4B
$277K ﹤0.01%
3,000
-1,146,400
-100% -$101M
IFGL icon
2993
iShares International Developed Real Estate ETF
IFGL
$82.2M
$277K ﹤0.01%
9,490
-11,410
-55% -$342K
OEF icon
2994
iShares S&P 100 ETF
OEF
$20.4B
$275K ﹤0.01%
+2,300
New +$274K
ACCS
2995
ACCESS Newswire
ACCS
$20.2M
$274K ﹤0.01%
13,800
+1,809
+15% +$32.1K
STBA icon
2996
S&T Bancorp
STBA
$1.82B
$272K ﹤0.01%
6,300
– –
OXFD
2997
DELISTED
Oxford Immunotec Global PLC Ordinary Shares
OXFD
$271K ﹤0.01%
21,058
+9,658
+85% +$130K
FTC icon
2998
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.4B
$270K ﹤0.01%
4,100
– –
PDEX icon
2999
Pro-Dex
PDEX
$215M
$270K ﹤0.01%
40,600
-4,367
-10% -$29.2K
WYY icon
3000
WidePoint Corp
WYY
$114M
$270K ﹤0.01%
49,060
+27,710
+130% +$150K
118 119
120
121 122

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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.