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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
GTN.A icon
3001
Gray Media Inc
GTN.A
$612M
$315K ﹤0.01%
19,900
+600
+3% +$9.13K
VTNR
3002
DELISTED
Vertex Energy, Inc
VTNR
$315K ﹤0.01%
183,924
+104,391
+131% +$129K
ATNM icon
3003
Actinium Pharmaceuticals
ATNM
$30.2M
$314K ﹤0.01%
14,119
+1,202
+9% +$24.5K
EWX icon
3004
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$701M
$314K ﹤0.01%
+7,000
New +$326K
IGM icon
3005
iShares Expanded Tech Sector ETF
IGM
$10.9B
$314K ﹤0.01%
9,000
-4,800
-35% -$163K
VTI icon
3006
Vanguard Morningstar Total Stock Market ETF
VTI
$696B
$314K ﹤0.01%
2,100
-15,800
-88% -$2.33M
ELP
3007
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
$313K ﹤0.01%
+148,500
New +$315K
IMMP
3008
Immutep
IMMP
$59.5M
$312K ﹤0.01%
+84,240
New +$231K
CYRX icon
3009
CryoPort
CYRX
$766M
$310K ﹤0.01%
+24,200
New +$345K
GWX icon
3010
State Street SPDR S&P International Small Cap ETF
GWX
$928M
$309K ﹤0.01%
9,000
-6,200
-41% -$211K
YARW
3011
Yarrow Bioscience, Inc. Common Stock
YARW
$114M
$308K ﹤0.01%
+9
New +$278K
FIS icon
3012
Fidelity National Information Services
FIS
$22.8B
$306K ﹤0.01%
2,801
-646,700
-100% -$69.7M
TBI
3013
Trueblue
TBI
$309M
$305K ﹤0.01%
11,700
-35,800
-75% -$994K
FSI icon
3014
Flexible Solutions
FSI
$63.7M
$303K ﹤0.01%
206,300
-40,300
-16% -$62.9K
FTC icon
3015
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.4B
$303K ﹤0.01%
4,300
+200
+5% +$13.7K
TIO
3016
DELISTED
Tingo Group, Inc. Common Stock
TIO
$303K ﹤0.01%
272,849
+39,135
+17% +$53.3K
CORI
3017
DELISTED
Corium International, Inc.
CORI
$301K ﹤0.01%
+31,700
New +$273K
VTWO icon
3018
Vanguard Russell 2000 ETF
VTWO
$17.5B
$298K ﹤0.01%
4,400
-5,400
-55% -$366K
CHMA
3019
DELISTED
Chiasma, Inc. Common Stock
CHMA
$298K ﹤0.01%
82,700
+14,300
+21% +$29.9K
RGCO icon
3020
RGC Resources
RGCO
$226M
$296K ﹤0.01%
+11,100
New +$311K
ENT
3021
DELISTED
Global Eagle Entertainment Inc.
ENT
$296K ﹤0.01%
4,200
+3,260
+347% +$210K
CMCT
3022
Creative Media & Community Trust
CMCT
$15M
– –
0
– –
VOE icon
3023
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.5B
$294K ﹤0.01%
2,600
-4,800
-65% -$545K
MOAT icon
3024
VanEck Morningstar Wide Moat ETF
MOAT
$12.5B
$293K ﹤0.01%
+6,270
New +$286K
ECON icon
3025
Columbia Emerging Markets Consumer ETF
ECON
$313M
$292K ﹤0.01%
+13,117
New +$310K
119 120
121
122 123

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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.