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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
BKSC
3051
DELISTED
Bank of South Carolina
BKSC
$225K ﹤0.01%
10,870
-430
-4% -$8.64K
DSWL icon
3052
Deswell Industries
DSWL
$50.7M
$223K ﹤0.01%
66,036
+13,450
+26% +$41.6K
DCOY
3053
Decoy Therapeutics
DCOY
$1.92M
– –
0
– –
LFC
3054
DELISTED
China Life Insurance Company Ltd.
LFC
$222K ﹤0.01%
17,400
-74,081
-81% -$1.03M
XHE icon
3055
State Street SPDR S&P Health Care Equipment ETF
XHE
$169M
$221K ﹤0.01%
+2,829
New +$212K
TAT
3056
DELISTED
TransAtlantic Petroleum LTD.
TAT
$221K ﹤0.01%
160,131
+33,800
+27% +$54.1K
EPHE icon
3057
iShares MSCI Philippines ETF
EPHE
$148M
$220K ﹤0.01%
+7,300
New +$239K
FWP
3058
DELISTED
Forward Pharma A/S American Depositary Shares
FWP
$218K ﹤0.01%
11,457
-7,129
-38% -$123K
NUAN
3059
DELISTED
Nuance Communications, Inc.
NUAN
$217K ﹤0.01%
18,082
-1,281,241
-99% -$15.9M
ERNA icon
3060
Eterna Therapeutics
ERNA
$5.16M
$216K ﹤0.01%
3
– –
OBCI
3061
DELISTED
Ocean Bio-Chem Inc
OBCI
$216K ﹤0.01%
60,055
+1,755
+3% +$6.21K
TI
3062
DELISTED
Telecom Italia
TI
$214K ﹤0.01%
29,140
+10,147
+53% +$92.6K
NVIV
3063
DELISTED
InVivo Therapeutics Holdings Corp
NVIV
$211K ﹤0.01%
166
+157
+1,744% +$861K
ACIU icon
3064
AC Immune
ACIU
$267M
$210K ﹤0.01%
22,580
-56,945
-72% -$563K
ACHV icon
3065
Achieve Life Sciences
ACHV
$687M
$206K ﹤0.01%
2,727
+1,803
+195% +$367K
BIMI
3066
DELISTED
BIMI International Medical Inc. Common Stock
BIMI
$206K ﹤0.01%
1,540
+1,000
+185% +$111K
FYX icon
3067
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.41B
$205K ﹤0.01%
+3,100
New +$198K
HCM icon
3068
HUTCHMED
HCM
$2.13B
$205K ﹤0.01%
6,800
-143,000
-95% -$4.54M
IBOC icon
3069
International Bancshares
IBOC
$4.52B
$205K ﹤0.01%
+4,800
New +$202K
CYAD
3070
DELISTED
Celyad Oncology SA American Depositary Shares
CYAD
$205K ﹤0.01%
6,900
+340
+5% +$10.4K
HNP
3071
DELISTED
Huaneng Power Intl, Inc.
HNP
$205K ﹤0.01%
+7,800
New +$212K
LMST
3072
DELISTED
Limestone Bancorp, Inc. Common Stock
LMST
$203K ﹤0.01%
13,300
-800
-6% -$11K
IMAX icon
3073
IMAX
IMAX
$2.81B
$202K ﹤0.01%
+9,100
New +$203K
IT icon
3074
Gartner
IT
$11.3B
$201K ﹤0.01%
+1,509
New +$193K
AMRB
3075
DELISTED
American River Bankshares
AMRB
$201K ﹤0.01%
+12,700
New +$199K
121 122
123
124 125

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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.