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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
+15.23%
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
$110B
AUM Growth
+$18.7B
Cap. Flow
+$7.09B
Cap. Flow %
6.45%
Top 10 Hldgs %
8.73%
Holding
3,883
New
532
Increased
1,751
Reduced
1,105
Closed
465

Top Buys

Rank Stock Value
1
SBUX icon
Starbucks
SBUX
+$618M
2
VALE icon
Vale
VALE
+$332M
3
CELG
Celgene Corp
CELG
+$309M
4
CME icon
CME Group
CME
+$306M
5
AMZN icon
Amazon
AMZN
+$290M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$435M
2
META icon
Meta Platforms (Facebook)
META
+$342M
3
CCI icon
Crown Castle
CCI
+$244M
4
SLB icon
SLB Ltd
SLB
+$229M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$190M

Sector Composition

Rank Sector Weight
1 Healthcare 16.17%
2 Technology 14.41%
3 Consumer Discretionary 10.61%
4 Financials 10.51%
5 Real Estate 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GGAL icon
3076
Galicia Financial Group
GGAL
$7.1B
$314K ﹤0.01%
12,300
-201,783
-94% -$6.32M
KSPN
3077
DELISTED
Kaspien Holdings Inc. Common Stock
KSPN
$314K ﹤0.01%
37,425
+845
+2% +$9.32K
IWR icon
3078
iShares Russell Mid-Cap ETF
IWR
$57.9B
$313K ﹤0.01%
5,800
-1,600
-22% -$82.9K
CFG icon
3079
Citizens Financial Group
CFG
$31.1B
$312K ﹤0.01%
9,600
-1,422,800
-99% -$49.3M
FUNC icon
3080
First United
FUNC
$294M
$311K ﹤0.01%
+18,039
New +$307K
MBIO icon
3081
Mustang Bio
MBIO
$4.59M
$311K ﹤0.01%
122
+74
+154% +$210K
GPX
3082
DELISTED
GP Strategies Corp.
GPX
$310K ﹤0.01%
25,494
-17,700
-41% -$258K
PLXP
3083
DELISTED
PLx Pharma Inc. Common Stock
PLXP
$308K ﹤0.01%
58,612
+14,900
+34% +$72.9K
GSAT icon
3084
Globalstar
GSAT
$10.8B
$307K ﹤0.01%
+47,587
New +$405K
DDM icon
3085
ProShares Ultra Dow30
DDM
$543M
$306K ﹤0.01%
+13,200
New +$289K
DSS icon
3086
DSS Inc
DSS
$5.15M
$306K ﹤0.01%
423
+20
+5% +$12.5K
CMTA
3087
DELISTED
Clementia Pharmaceuticals Inc.
CMTA
$305K ﹤0.01%
+11,700
New +$219K
BPT
3088
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
$303K ﹤0.01%
11,400
-59,900
-84% -$1.51M
IJT icon
3089
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.42B
$303K ﹤0.01%
+3,400
New +$300K
NMR icon
3090
Nomura Holdings
NMR
$29B
$303K ﹤0.01%
+84,400
New +$330K
RCKT icon
3091
Rocket Pharmaceuticals
RCKT
$374M
$303K ﹤0.01%
17,301
-18,517
-52% -$292K
WIP icon
3092
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$474M
$303K ﹤0.01%
5,600
-2,700
-33% -$145K
FBRX icon
3093
Forte Biosciences
FBRX
$1.57B
$302K ﹤0.01%
+74
New +$286K
ARCO icon
3094
Arcos Dorados Holdings
ARCO
$1.66B
$301K ﹤0.01%
+43,194
New +$351K
PDSB icon
3095
PDS Biotechnology
PDSB
$13.5M
$299K ﹤0.01%
40,364
+12,103
+43% +$101K
IEP icon
3096
Icahn Enterprises
IEP
$5.33B
$297K ﹤0.01%
4,100
-57,200
-93% -$3.99M
COGT icon
3097
Cogent Biosciences
COGT
$6.76B
$296K ﹤0.01%
16,841
+5,841
+53% +$99.8K
URGN icon
3098
UroGen Pharma
URGN
$2.39B
$296K ﹤0.01%
+8,000
New +$335K
REED
3099
DELISTED
Reeds, Inc. Common Stock
REED
$296K ﹤0.01%
2,046
-820
-29% -$107K
CTSO icon
3100
Cytosorbents Corp
CTSO
$23.3M
$294K ﹤0.01%
38,800
-82,900
-68% -$646K
122 123
124
125 126

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Jim Simons's Q1 2019 Portfolio in Review

As of Q1 2019, Jim Simons held 3,883 positions worth $110B, up 20% from $91.3B the previous quarter. Its ten largest holdings account for 8.7% of the portfolio.

Jim Simons deployed $7.09B of net new capital in Q1 2019, opening 532 new positions and adding to 1,751 existing holdings. Its largest new stake was Amazon: 3,483,100 shares worth $310M.

By sector, the portfolio is most concentrated in Healthcare at 16% of assets, up from 15% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Meta Platforms (Facebook), an estimated $342M trimmed.

  • Jim Simons's largest Q1 2019 buy was Amazon: 3,483,100 shares worth $310M.
  • Jim Simons added most to Starbucks in Q1 2019, an estimated $618M increase.
  • Jim Simons's biggest Q1 2019 reduction was Meta Platforms (Facebook), cutting an estimated $342M.
  • Jim Simons fully exited Apple in Q1 2019, selling an estimated $435M.
  • Jim Simons's ten largest holdings make up 8.7% of its $110B portfolio in Q1 2019.
  • Jim Simons opened 532 new positions and closed 465 in Q1 2019.
  • Jim Simons's portfolio value rose 20% quarter-over-quarter to $110B.

Based on Renaissance Technologies's 13F filing for Q1 2019, filed 14 May 2019.