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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
RSPT icon
3051
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$6.05B
$269K ﹤0.01%
+16,000
New +$265K
SCHV
3052
Schwab US Large-Cap Value ETF
SCHV
$16.3B
$269K ﹤0.01%
14,400
-11,562
-45% -$214K
RMNI icon
3053
Rimini Street
RMNI
$470M
$268K ﹤0.01%
+42,449
New +$273K
WYY icon
3054
WidePoint Corp
WYY
$115M
$268K ﹤0.01%
58,076
+9,016
+18% +$45.3K
FLNA
3055
Filana Therapeutics
FLNA
$45.7M
$264K ﹤0.01%
261,083
+233,121
+834% +$354K
GNR icon
3056
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.9B
$263K ﹤0.01%
+5,200
New +$256K
PVBC
3057
DELISTED
Provident Bancorp
PVBC
$263K ﹤0.01%
18,391
-1,423
-7% -$19.6K
AFMD
3058
DELISTED
Affimed
AFMD
$259K ﹤0.01%
5,950
-11,801
-66% -$334K
HROW icon
3059
Harrow
HROW
$1.46B
$259K ﹤0.01%
+93,116
New +$252K
HWBK icon
3060
Hawthorn Bancshares
HWBK
$277M
$259K ﹤0.01%
13,875
+1,345
+11% +$24.8K
DLN icon
3061
WisdomTree US LargeCap Dividend Fund
DLN
$6.45B
$258K ﹤0.01%
5,400
-400
-7% -$18.8K
GTLS
3062
DELISTED
Chart Industries
GTLS
$258K ﹤0.01%
+3,300
New +$244K
VXF icon
3063
Vanguard Extended Market ETF
VXF
$32.3B
$258K ﹤0.01%
2,100
-5,700
-73% -$697K
CIA icon
3064
Citizens
CIA
$198M
$257K ﹤0.01%
+30,600
New +$246K
KEG
3065
DELISTED
Key Energy Services, Inc. Common Stock
KEG
$257K ﹤0.01%
+22,500
New +$329K
TQQQ icon
3066
ProShares UltraPro QQQ
TQQQ
$38.7B
$256K ﹤0.01%
28,800
-200,800
-87% -$1.66M
DFJ icon
3067
WisdomTree Japan SmallCap Dividend Fund
DFJ
$404M
$255K ﹤0.01%
3,300
-1,700
-34% -$129K
EEX
3068
DELISTED
Emerald Holding
EEX
$255K ﹤0.01%
+15,500
New +$269K
VONE icon
3069
Vanguard Russell 1000 ETF
VONE
$8.74B
$254K ﹤0.01%
1,900
+100
+6% +$13.1K
VOOG icon
3070
Vanguard S&P 500 Growth ETF
VOOG
$27.4B
$254K ﹤0.01%
+9,600
New +$247K
IMUC
3071
DELISTED
ImmunoCellular Therapeutics, Ltd.
IMUC
$254K ﹤0.01%
1,211,604
+133,200
+12% +$30.7K
MVO
3072
DELISTED
MV Oil Trust
MVO
$253K ﹤0.01%
+21,700
New +$230K
MAMS
3073
DELISTED
MAM Software Group Inc. New
MAMS
$253K ﹤0.01%
32,800
-1,500
-4% -$12.2K
GATX icon
3074
GATX Corp
GATX
$6.33B
$251K ﹤0.01%
+2,900
New +$240K
STKS icon
3075
The ONE Group
STKS
$56.8M
$250K ﹤0.01%
70,900
+1,700
+2% +$4.92K
121 122
123
124 125

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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.