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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
NNVC icon
2976
NanoViricides
NNVC
$34.7M
$341K ﹤0.01%
47,298
+2,879
+6% +$22.2K
AACG
2977
ATA Creativity
AACG
$48M
$339K ﹤0.01%
322,999
+292,899
+973% +$1.09M
FXL icon
2978
First Trust Technology AlphaDEX Fund
FXL
$2.89B
$337K ﹤0.01%
+5,300
New +$321K
SYRS
2979
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
$337K ﹤0.01%
2,830
-13,660
-83% -$1.58M
ADYX
2980
DELISTED
Adynxx Inc
ADYX
$337K ﹤0.01%
24,730
+1,950
+9% +$26.9K
CELC icon
2981
Celcuity
CELC
$4.22B
$336K ﹤0.01%
+11,700
New +$295K
SACH
2982
Sachem Capital Corp
SACH
$37.6M
$335K ﹤0.01%
80,300
+11,100
+16% +$46.4K
ACCS
2983
ACCESS Newswire
ACCS
$18.7M
$332K ﹤0.01%
21,673
+7,873
+57% +$134K
AMR
2984
DELISTED
Alta Mesa Resources Inc
AMR
$332K ﹤0.01%
+79,522
New +$436K
FRED
2985
DELISTED
Fred's Inc
FRED
$332K ﹤0.01%
+162,741
New +$328K
DCOY
2986
Decoy Therapeutics
DCOY
$1.88M
$331K ﹤0.01%
+1
New +$580K
BT
2987
DELISTED
BT Group plc (ADR)
BT
$329K ﹤0.01%
+22,300
New +$331K
MNTX
2988
DELISTED
Manitex International, Inc.
MNTX
$329K ﹤0.01%
31,200
-76,210
-71% -$887K
CIZN
2989
DELISTED
Citizens Holding Co.
CIZN
$329K ﹤0.01%
14,000
+1,800
+15% +$42K
BIO.B icon
2990
Bio-Rad Laboratories Class B
BIO.B
$327K ﹤0.01%
1,100
– –
SPLV icon
2991
Invesco S&P 500 Low Volatility ETF
SPLV
$7.22B
$327K ﹤0.01%
+6,600
New +$325K
ELSE
2992
DELISTED
Electro-Sensors
ELSE
$326K ﹤0.01%
88,200
-900
-1% -$3.43K
ARCW
2993
DELISTED
ARC Group Worldwide, Inc
ARCW
$324K ﹤0.01%
196,200
+6,000
+3% +$12.6K
TGS icon
2994
Transportadora de Gas del Sur
TGS
$4.2B
$321K ﹤0.01%
22,972
-11,090
-33% -$156K
USIG icon
2995
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
$321K ﹤0.01%
5,994
-27,406
-82% -$1.47M
AAIC
2996
DELISTED
Arlington Asset Investment Corp.
AAIC
$320K ﹤0.01%
+34,300
New +$350K
APEX
2997
DELISTED
Apex Global Brands Inc. Common Stock
APEX
$320K ﹤0.01%
14,407
+147
+1% +$3.1K
NTP
2998
DELISTED
Nam Tai Property Inc.
NTP
$317K ﹤0.01%
32,142
+21,381
+199% +$221K
IMXI icon
2999
International Money Express
IMXI
$353M
$316K ﹤0.01%
+26,300
New +$266K
ICBK
3000
DELISTED
County Bancorp, Inc. Common Stock
ICBK
$316K ﹤0.01%
12,600
-4,100
-25% -$105K
118 119
120
121 122

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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.