We are live on ! Find out more
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
UUU icon
3176
Universal Safety Products Inc
UUU
$10.8M
$64K ﹤0.01%
55,800
+4,000
+8% +$5.66K
ANW
3177
DELISTED
Aegean Marine Petroleum Network
ANW
$63K ﹤0.01%
+94,855
New +$210K
ALJJ
3178
DELISTED
ALJ Regional Holdings Inc
ALJJ
$60K ﹤0.01%
31,800
+12,000
+61% +$23.3K
CARM
3179
DELISTED
Carisma Therapeutics
CARM
$59K ﹤0.01%
+1,501
New +$66.1K
APTO
3180
DELISTED
Aptose Biosciences, Inc.
APTO
$59K ﹤0.01%
+33
New +$52.6K
ENT
3181
DELISTED
Global Eagle Entertainment Inc.
ENT
$59K ﹤0.01%
+940
New +$41.1K
FLNA
3182
Filana Therapeutics
FLNA
$45.1M
$58K ﹤0.01%
27,962
+2,400
+9% +$20.6K
SDT
3183
DELISTED
SANDRIDGE MISSISSIPPIAN TRUST I
SDT
$58K ﹤0.01%
+29,440
New +$36.5K
XWEL icon
3184
XWELL
XWEL
$8.7M
$54K ﹤0.01%
155
+93
+150% +$60.3K
DYNT
3185
DELISTED
Dynatronics Corp
DYNT
$54K ﹤0.01%
3,740
+480
+15% +$7.07K
YHGJ icon
3186
Yunhong Green CTI Ltd
YHGJ
$9.03M
$53K ﹤0.01%
1,230
– –
ATHE
3187
Alterity Therapeutics
ATHE
$89M
$52K ﹤0.01%
+2,742
New +$54.4K
CODA icon
3188
Coda Octopus Group
CODA
$116M
$52K ﹤0.01%
13,485
-6,015
-31% -$23.4K
FELP
3189
DELISTED
Foresight Energy LP
FELP
$52K ﹤0.01%
12,600
-23,700
-65% -$87.7K
DGSE
3190
DELISTED
DGSE Companies, Inc.
DGSE
$51K ﹤0.01%
70,200
+3,900
+6% +$3.04K
SGRP
3191
DELISTED
SPAR Group
SGRP
$49K ﹤0.01%
38,600
+16,000
+71% +$20.8K
NHLD
3192
DELISTED
National Holdings Corporation
NHLD
$48K ﹤0.01%
+14,600
New +$52.2K
REPX icon
3193
Riley Exploration Permian
REPX
$796M
$47K ﹤0.01%
5,307
+4,174
+368% +$35.9K
GLOWE
3194
DELISTED
GLOWPOINT INC
GLOWE
$47K ﹤0.01%
231,935
+91,935
+66% +$18.6K
SPCB icon
3195
SuperCom
SPCB
$67.5M
$45K ﹤0.01%
+96
New +$41.8K
NBRV
3196
DELISTED
Nabriva Therapeutics plc Ordinary Shares Ireland
NBRV
$45K ﹤0.01%
51
-67
-57% -$76.7K
ATLC icon
3197
Atlanticus Holdings
ATLC
$1.48B
$43K ﹤0.01%
20,700
– –
FABC
3198
Fabric.AI Inc
FABC
$18M
$42K ﹤0.01%
9
-2
-18% -$13K
PMTS icon
3199
CPI Card Group
PMTS
$341M
$39K ﹤0.01%
+19,600
New +$50.5K
SUNW
3200
DELISTED
Sunworks, Inc.
SUNW
$39K ﹤0.01%
4,929
+3,343
+211% +$24.7K
126 127
128
129 130

Similar funds

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

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.