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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
ENSV
3126
DELISTED
Enservco Corp.
ENSV
$217K ﹤0.01%
18,280
+3,800
+26% +$50.4K
ARMP icon
3127
Armata Pharmaceuticals
ARMP
$177M
$216K ﹤0.01%
15,276
+3,636
+31% +$53.1K
CLSD
3128
DELISTED
Clearside Biomedical
CLSD
$216K ﹤0.01%
+2,340
New +$278K
PDSB icon
3129
PDS Biotechnology
PDSB
$13M
$216K ﹤0.01%
13,180
+845
+7% +$15.2K
ERNA icon
3130
Eterna Therapeutics
ERNA
$5.02M
$215K ﹤0.01%
3
– –
FNX icon
3131
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.41B
$215K ﹤0.01%
3,000
-1,200
-29% -$85.4K
SISI
3132
DELISTED
Shineco
SISI
$215K ﹤0.01%
2
+1
+100% +$133K
AHPI
3133
DELISTED
Allied Healthcare Products
AHPI
$215K ﹤0.01%
97,540
-9,200
-9% -$22.2K
BKSC
3134
DELISTED
Bank of South Carolina
BKSC
$215K ﹤0.01%
10,570
-300
-3% -$6.12K
RSP icon
3135
Invesco S&P 500 Equal Weight ETF
RSP
$100B
$214K ﹤0.01%
2,000
-8,700
-81% -$919K
CSTR
3136
DELISTED
CapStar Financial Holdings, Inc
CSTR
$214K ﹤0.01%
+12,800
New +$231K
IWC icon
3137
iShares Micro-Cap ETF
IWC
$1.5B
$213K ﹤0.01%
2,000
-2,700
-57% -$289K
PDEX icon
3138
Pro-Dex
PDEX
$217M
$212K ﹤0.01%
20,400
-20,200
-50% -$161K
QHC
3139
DELISTED
Quorum Health Corporation
QHC
$212K ﹤0.01%
+36,179
New +$166K
AUBN icon
3140
Auburn National Bancorp
AUBN
$92.4M
$211K ﹤0.01%
+5,500
New +$258K
VOC icon
3141
VOC Energy
VOC
$55.8M
$211K ﹤0.01%
38,600
-19,600
-34% -$111K
TRTN
3142
DELISTED
Triton International Limited
TRTN
$210K ﹤0.01%
6,300
-190,100
-97% -$6.7M
BRN icon
3143
Barnwell Industries
BRN
$13.9M
$208K ﹤0.01%
116,944
+7,944
+7% +$15.4K
SMHI icon
3144
SEACOR Marine Holdings
SMHI
$262M
$208K ﹤0.01%
+9,200
New +$202K
ICON
3145
DELISTED
Iconix Brand Group, Inc.
ICON
$208K ﹤0.01%
67,212
+61,212
+1,020% +$277K
MDLY
3146
DELISTED
Medley Management Inc
MDLY
$207K ﹤0.01%
3,940
+970
+33% +$44.3K
SPSM icon
3147
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.6B
$206K ﹤0.01%
6,200
-16,100
-72% -$536K
OBCI
3148
DELISTED
Ocean Bio-Chem Inc
OBCI
$206K ﹤0.01%
50,400
-9,655
-16% -$38.2K
ILPT
3149
Industrial Logistics Properties Trust
ILPT
$611M
$205K ﹤0.01%
+8,900
New +$206K
OCGN icon
3150
Ocugen
OCGN
$458M
$205K ﹤0.01%
6,267
-138
-2% -$16K
124 125
126
127 128

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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.