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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
ATEX icon
3151
Anterix
ATEX
$1.79B
$203K ﹤0.01%
6,000
-43,500
-88% -$1.27M
SCU
3152
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
$202K ﹤0.01%
13,680
-48,400
-78% -$917K
DSWL icon
3153
Deswell Industries
DSWL
$49.6M
$200K ﹤0.01%
57,036
-9,000
-14% -$30.8K
CWBC
3154
DELISTED
Community West BanCshares
CWBC
$200K ﹤0.01%
16,700
+40
+0.2% +$483
ORMP icon
3155
Oramed Pharmaceuticals
ORMP
$182M
$199K ﹤0.01%
40,845
-12,255
-23% -$63.6K
BOSC icon
3156
Better Online Solutions
BOSC
$31.8M
$198K ﹤0.01%
80,992
+41,915
+107% +$103K
TAT
3157
DELISTED
TransAtlantic Petroleum LTD.
TAT
$198K ﹤0.01%
127,731
-32,400
-20% -$46.5K
RNAC icon
3158
Cartesian Therapeutics
RNAC
$264M
$196K ﹤0.01%
+420
New +$169K
HAPN
3159
Happen Inc
HAPN
$2.27B
$194K ﹤0.01%
+10,020
New +$195K
XTNT icon
3160
Xtant Medical Holdings
XTNT
$43.8M
$194K ﹤0.01%
50,348
+6,700
+15% +$35.4K
AMID
3161
DELISTED
American Midstream Partners, LP
AMID
$192K ﹤0.01%
30,311
-145,862
-83% -$1.08M
IFLN
3162
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$307M
$191K ﹤0.01%
10,330
-18,072
-64% -$334K
SNGX icon
3163
Soligenix
SNGX
$8.29M
$188K ﹤0.01%
+418
New +$136K
LPCN icon
3164
Lipocine
LPCN
$17M
$187K ﹤0.01%
7,953
+1,724
+28% +$42.4K
ALT icon
3165
Altimmune
ALT
$560M
$186K ﹤0.01%
42,301
+16,436
+64% +$179K
BGMS
3166
Bio Green Med Solution Inc
BGMS
$5.11M
$185K ﹤0.01%
2
+1
+100% +$108K
SSY
3167
DELISTED
SunLink Health Systems
SSY
$182K ﹤0.01%
136,700
+1,100
+0.8% +$1.5K
KOSS icon
3168
Koss Corp
KOSS
$34.7M
$181K ﹤0.01%
64,096
+32,896
+105% +$95.3K
PDLB icon
3169
Ponce Financial Group
PDLB
$501M
$181K ﹤0.01%
+16,740
New +$180K
SNOA icon
3170
Sonoma Pharmaceuticals
SNOA
$6.41M
$181K ﹤0.01%
689
+183
+36% +$66.5K
CLRB icon
3171
Cellectar Biosciences
CLRB
$19.8M
$176K ﹤0.01%
+195
New +$230K
BDCL
3172
DELISTED
2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev
BDCL
$175K ﹤0.01%
+10,900
New +$175K
PW
3173
Power REIT
PW
$2.93M
$174K ﹤0.01%
2,890
+20
+0.7% +$1.21K
PID icon
3174
Invesco International Dividend Achievers ETF
PID
$917M
$173K ﹤0.01%
11,000
-16,100
-59% -$256K
PMTS icon
3175
CPI Card Group
PMTS
$334M
$173K ﹤0.01%
51,038
+31,438
+160% +$83.3K
125 126
127
128 129

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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.