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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
IGLB icon
3026
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.8B
$291K ﹤0.01%
5,000
-14,900
-75% -$871K
EWN icon
3027
iShares MSCI Netherlands ETF
EWN
$735M
$290K ﹤0.01%
+9,600
New +$297K
IMAX icon
3028
IMAX
IMAX
$2.92B
$289K ﹤0.01%
11,200
+2,100
+23% +$49.4K
ABAC
3029
DELISTED
Renmin Tianli Group, Inc. Common Shares
ABAC
$289K ﹤0.01%
143,217
+12,242
+9% +$25.9K
MAN icon
3030
ManpowerGroup
MAN
$2.75B
$288K ﹤0.01%
3,352
-182,401
-98% -$16.2M
VIOO icon
3031
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.35B
$287K ﹤0.01%
3,600
-2,000
-36% -$160K
FAMI icon
3032
Farmmi Inc
FAMI
$4.96M
$286K ﹤0.01%
+23
New +$246K
NBSE
3033
DELISTED
NeuBase Therapeutics, Inc. Common Stock
NBSE
$285K ﹤0.01%
3,854
+578
+18% +$43.6K
PSDO
3034
DELISTED
Presidio, Inc. Common Stock
PSDO
$285K ﹤0.01%
+18,700
New +$277K
HFBC
3035
DELISTED
HopFed Bancorp Inc
HFBC
$285K ﹤0.01%
16,300
+100
+0.6% +$1.69K
CKPT
3036
DELISTED
Checkpoint Therapeutics
CKPT
$284K ﹤0.01%
+7,950
New +$278K
NURO
3037
DELISTED
NeuroMetrix, Inc. Common Stock
NURO
$284K ﹤0.01%
2,670
+949
+55% +$96.3K
PDBC icon
3038
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.61B
$283K ﹤0.01%
+15,100
New +$271K
CHRS icon
3039
Coherus Oncology
CHRS
$176M
$282K ﹤0.01%
+17,100
New +$303K
KTCC icon
3040
Key Tronic
KTCC
$42.8M
$282K ﹤0.01%
36,800
-1,500
-4% -$11.7K
CRESY
3041
Cresud
CRESY
$752M
$281K ﹤0.01%
+22,081
New +$300K
GXC icon
3042
State Street SPDR S&P China ETF
GXC
$469M
$280K ﹤0.01%
+2,900
New +$288K
ZS icon
3043
Zscaler
ZS
$30.4B
$280K ﹤0.01%
+6,855
New +$277K
MTEM
3044
DELISTED
Molecular Templates, Inc.
MTEM
$277K ﹤0.01%
3,425
-8,396
-71% -$644K
BDSI
3045
DELISTED
BioDelivery Sciences International, Inc.
BDSI
$276K ﹤0.01%
98,516
-68,263
-41% -$192K
LITB
3046
LightInTheBox
LITB
$53.8M
$274K ﹤0.01%
55,117
+2,067
+4% +$19.5K
NRT
3047
North European Oil Royalty Trust
NRT
$83.6M
$273K ﹤0.01%
35,412
-7,278
-17% -$57.9K
DFE icon
3048
WisdomTree Europe SmallCap Dividend Fund
DFE
$169M
$272K ﹤0.01%
+4,300
New +$279K
NVGS icon
3049
Navigator Holdings
NVGS
$1.27B
$271K ﹤0.01%
22,400
-102,800
-82% -$1.26M
SVBI
3050
DELISTED
Severn Bancorp Inc/MD
SVBI
$270K ﹤0.01%
27,600
-5,531
-17% -$49.4K
120 121
122
123 124

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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.