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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
SMMT icon
3001
Summit Therapeutics
SMMT
$12B
$269K ﹤0.01%
109,800
-55,800
-34% -$714K
HFBC
3002
DELISTED
HopFed Bancorp Inc
HFBC
$269K ﹤0.01%
16,200
-400
-2% -$6.19K
APPS icon
3003
Digital Turbine
APPS
$1.5B
$266K ﹤0.01%
176,200
-1,246,200
-88% -$2.14M
CBFV icon
3004
CB Financial Services
CBFV
$192M
$266K ﹤0.01%
+7,733
New +$260K
TIO
3005
DELISTED
Tingo Group, Inc. Common Stock
TIO
$266K ﹤0.01%
233,714
+63,714
+37% +$86.8K
MTR
3006
Mesa Royalty Trust
MTR
$5.31M
$263K ﹤0.01%
18,355
+297
+2% +$4.52K
SDOW icon
3007
ProShares UltraPro Short Dow 30
SDOW
$185M
$262K ﹤0.01%
+219
New +$257K
DTRM
3008
DELISTED
Determine, Inc. Common Stock
DTRM
$262K ﹤0.01%
186,032
+19,318
+12% +$30.6K
DLN icon
3009
WisdomTree US LargeCap Dividend Fund
DLN
$6.42B
$260K ﹤0.01%
5,800
– –
MESO
3010
Mesoblast
MESO
$2.18B
$260K ﹤0.01%
23,605
-16,415
-41% -$188K
DXR icon
3011
Daxor
DXR
$59.5M
$258K ﹤0.01%
38,800
-17,900
-32% -$130K
QDF icon
3012
FlexShares Quality Dividend Index Fund
QDF
$2.28B
$258K ﹤0.01%
+5,700
New +$257K
PVBC
3013
DELISTED
Provident Bancorp
PVBC
$257K ﹤0.01%
19,814
+2,231
+13% +$27.3K
NBSE
3014
DELISTED
NeuBase Therapeutics, Inc. Common Stock
NBSE
$257K ﹤0.01%
3,276
+420
+15% +$36.6K
AHPI
3015
DELISTED
Allied Healthcare Products
AHPI
$257K ﹤0.01%
106,740
+11,502
+12% +$29.3K
DSS icon
3016
DSS Inc
DSS
$5.15M
$254K ﹤0.01%
357
-55
-13% -$40.7K
PDSB icon
3017
PDS Biotechnology
PDSB
$13.5M
$254K ﹤0.01%
12,335
+165
+1% +$3.44K
SIF icon
3018
SIFCO Industries
SIF
$124M
$253K ﹤0.01%
46,700
+1,900
+4% +$10.7K
EDV icon
3019
Vanguard World Funds Extended Duration ETF
EDV
$3.46B
$252K ﹤0.01%
+2,200
New +$247K
ENSV
3020
DELISTED
Enservco Corp.
ENSV
$252K ﹤0.01%
+14,480
New +$243K
NSTG
3021
DELISTED
NanoString Technologies, Inc.
NSTG
$250K ﹤0.01%
18,307
-336,893
-95% -$3.85M
ATNM icon
3022
Actinium Pharmaceuticals
ATNM
$25.8M
$248K ﹤0.01%
12,917
+11,974
+1,270% +$152K
DOG
3023
ProShares Short Dow30
DOG
$87.3M
$248K ﹤0.01%
+4,150
New +$246K
NEGG icon
3024
Newegg Commerce
NEGG
$415M
$248K ﹤0.01%
844
-262
-24% -$84.3K
BOND icon
3025
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.47B
$247K ﹤0.01%
+2,400
New +$247K
119 120
121
122 123

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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.