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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
CCR
3101
DELISTED
CONSOL Coal Resources LP
CCR
$292K ﹤0.01%
16,500
-39,407
-70% -$702K
TOO
3102
DELISTED
Teekay Offshore Partners L.P.
TOO
$292K ﹤0.01%
243,600
-202,300
-45% -$256K
GLP icon
3103
Global Partners
GLP
$1.72B
$291K ﹤0.01%
14,806
-18,794
-56% -$347K
PPH icon
3104
VanEck Pharmaceutical ETF
PPH
$990M
$291K ﹤0.01%
4,800
+800
+20% +$47.3K
APEX
3105
DELISTED
Apex Global Brands Inc. Common Stock
APEX
$291K ﹤0.01%
13,840
-3
-0% -$67
ZKIN icon
3106
ZK International Group
ZKIN
$62.5M
$288K ﹤0.01%
26,563
+25,106
+1,723% +$270K
IGOV icon
3107
iShares International Treasury Bond ETF
IGOV
$1.53B
$287K ﹤0.01%
5,862
-1,108
-16% -$54K
DON icon
3108
WisdomTree US MidCap Dividend Fund
DON
$4.1B
$286K ﹤0.01%
+8,000
New +$279K
CVU icon
3109
CPI Aerostructures
CVU
$72.6M
$285K ﹤0.01%
43,900
+14,300
+48% +$98.6K
PLBC icon
3110
Plumas Bancorp
PLBC
$439M
$285K ﹤0.01%
12,500
-1,700
-12% -$41K
ENFY
3111
DELISTED
Enlightify Inc
ENFY
$285K ﹤0.01%
48,758
+5,091
+12% +$34K
ONCT
3112
DELISTED
Oncternal Therapeutics, Inc. Common Stock
ONCT
$282K ﹤0.01%
+1,677
New +$250K
RGLS
3113
DELISTED
Regulus Therapeutics
RGLS
$281K ﹤0.01%
27,569
+11,562
+72% +$126K
TANH icon
3114
Tantech Holdings
TANH
$5.79M
$279K ﹤0.01%
19
-11
-37% -$175K
RNTX
3115
Rein Therapeutics
RNTX
$68.9M
$279K ﹤0.01%
7,166
-2,883
-29% -$89.8K
NEOS
3116
DELISTED
Neos Therapeutics, Inc
NEOS
$279K ﹤0.01%
+106,968
New +$251K
BHVN
3117
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
$278K ﹤0.01%
+5,400
New +$233K
OBE
3118
Obsidian Energy
OBE
$695M
$277K ﹤0.01%
144,075
-29,411
-17% -$78.3K
RBNC
3119
DELISTED
Reliant Bancorp, Inc. Common Stock
RBNC
$277K ﹤0.01%
12,425
-4,200
-25% -$93.5K
MTNB icon
3120
Matinas BioPharma
MTNB
$1.54M
$276K ﹤0.01%
+5,060
New +$273K
CTHR
3121
DELISTED
Charles & Colvard Ltd
CTHR
$276K ﹤0.01%
24,227
+2,440
+11% +$24.2K
EPU icon
3122
iShares MSCI Peru and Global Exposure ETF
EPU
$550M
$275K ﹤0.01%
+7,000
New +$265K
TOVX icon
3123
Theriva Biologics
TOVX
$11M
$273K ﹤0.01%
1,607
+204
+15% +$33.8K
PDS
3124
Precision Drilling
PDS
$1.08B
$271K ﹤0.01%
+5,673
New +$257K
GOLD
3125
Gold.com Inc
GOLD
$1.3B
$270K ﹤0.01%
45,400
+8,400
+23% +$52.6K
123 124
125
126 127

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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.