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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
CRVO icon
3151
CervoMed
CRVO
$41.5M
$96K ﹤0.01%
187
+58
+45% +$34.3K
YTRA icon
3152
Yatra Online
YTRA
$56M
$96K ﹤0.01%
+17,900
New +$128K
AMS icon
3153
American Shared Hospital Services
AMS
$10.2M
$95K ﹤0.01%
34,600
-3,350
-9% -$8.71K
RLJE
3154
DELISTED
RLJ Entertainment, Inc.
RLJE
$94K ﹤0.01%
20,200
-5,400
-21% -$25K
SID icon
3155
Companhia Siderúrgica Nacional
SID
$1.15B
$92K ﹤0.01%
45,500
-1,193,600
-96% -$2.83M
JTPY
3156
DELISTED
JetPay Corporation
JTPY
$91K ﹤0.01%
46,500
-5,600
-11% -$11.9K
BOSC icon
3157
Better Online Solutions
BOSC
$31.8M
$90K ﹤0.01%
39,077
+19,277
+97% +$43.7K
AIXC
3158
AIxCrypto Holdings Inc
AIXC
$15M
$89K ﹤0.01%
3
+2
+200% +$74.1K
PGLC
3159
DELISTED
Pershing Gold Corporation. Common Stock
PGLC
$89K ﹤0.01%
+48,400
New +$93.8K
ASTC icon
3160
Astrotech Corp
ASTC
$17.5M
$88K ﹤0.01%
942
+143
+18% +$10.3K
NSYS icon
3161
Nortech Systems
NSYS
$42.5M
$88K ﹤0.01%
25,600
+1,300
+5% +$4.14K
RHE
3162
DELISTED
Regional Health Properties, Inc.
RHE
$85K ﹤0.01%
30,408
+5,725
+23% +$18.8K
VTNR
3163
DELISTED
Vertex Energy, Inc
VTNR
$84K ﹤0.01%
79,533
+3,433
+5% +$3.76K
GMO
3164
DELISTED
General Moly, Inc.
GMO
$84K ﹤0.01%
204,105
+17,505
+9% +$6.92K
AAU
3165
DELISTED
Almaden Minerals Ltd
AAU
$83K ﹤0.01%
114,700
+12,883
+13% +$9.94K
ITP icon
3166
IT Tech Packaging
ITP
$2.91M
$82K ﹤0.01%
8,220
-300
-4% -$3.39K
RGLS
3167
DELISTED
Regulus Therapeutics
RGLS
$79K ﹤0.01%
1,000
-75
-7% -$6.21K
TCCO
3168
DELISTED
Technical Communications Corporation
TCCO
$78K ﹤0.01%
17,800
-9,100
-34% -$42.4K
DARE icon
3169
Dare Bioscience
DARE
$21.6M
$75K ﹤0.01%
5,337
+4,008
+302% +$53.5K
MPVD
3170
DELISTED
Mountain Province Diamonds Inc.
MPVD
$75K ﹤0.01%
30,613
-301
-1% -$757
KOSS icon
3171
Koss Corp
KOSS
$34.6M
$73K ﹤0.01%
31,200
-300
-1% -$636
ASFI
3172
DELISTED
Asta Funding Inc
ASFI
$67K ﹤0.01%
19,705
-4,900
-20% -$17.6K
CSCI
3173
DELISTED
COSCIENS Biopharma Inc. Common Stock
CSCI
$65K ﹤0.01%
331
-13
-4% -$2.4K
VII
3174
DELISTED
Vicon Industries, Inc.
VII
$65K ﹤0.01%
214,600
-47,900
-18% -$18.2K
NTZ
3175
Natuzzi
NTZ
$14.9M
$64K ﹤0.01%
+8,080
New +$66.1K
125 126
127
128 129

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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.