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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
SINT icon
3176
SiNtx Technologies
SINT
$10.9M
$173K ﹤0.01%
1
– –
WAIR
3177
DELISTED
WESCO Aircraft Holdings Inc.
WAIR
$173K ﹤0.01%
+15,337
New +$183K
PLXP
3178
DELISTED
PLx Pharma Inc. Common Stock
PLXP
$169K ﹤0.01%
41,712
+2,400
+6% +$9.03K
BVSN
3179
DELISTED
Broadvision Inc Com
BVSN
$167K ﹤0.01%
90,100
+1,500
+2% +$2.86K
CUO
3180
DELISTED
Continental Materials Corporation
CUO
$167K ﹤0.01%
+10,300
New +$169K
DXR icon
3181
Daxor
DXR
$60.7M
$166K ﹤0.01%
33,100
-5,700
-15% -$31.4K
ELGX
3182
DELISTED
Endologix Inc
ELGX
$165K ﹤0.01%
+8,662
New +$309K
TZA icon
3183
Direxion Daily Small Cap Bear 3x ETF
TZA
$199M
$164K ﹤0.01%
+49
New +$166K
AVGR
3184
DELISTED
Avinger, Inc. Common Stock
AVGR
$163K ﹤0.01%
41
+11
+37% +$46.5K
TISA
3185
DELISTED
TOP Image Systems Ltd
TISA
$163K ﹤0.01%
171,900
+7,300
+4% +$7.38K
CETV
3186
DELISTED
Central European Media Enterprises Ltd
CETV
$162K ﹤0.01%
43,079
-119,200
-73% -$451K
PBBI
3187
DELISTED
PB Bancorp, Inc. Common Stock
PBBI
$160K ﹤0.01%
13,600
-12,583
-48% -$147K
IMV
3188
DELISTED
IMV Inc. Common Shares
IMV
$158K ﹤0.01%
2,691
-1,790
-40% -$92.6K
ENLV icon
3189
Enlivex Ltd
ENLV
$28.4M
$157K ﹤0.01%
972
+132
+16% +$21.1K
ALDX icon
3190
Aldeyra Therapeutics
ALDX
$86.9M
$156K ﹤0.01%
11,300
-11,800
-51% -$95.7K
GIGM icon
3191
GigaMedia
GIGM
$16.7M
$156K ﹤0.01%
53,298
-11,142
-17% -$33.1K
SELF
3192
Global Self Storage
SELF
$58.9M
$155K ﹤0.01%
37,100
+1,900
+5% +$7.89K
VBIV
3193
DELISTED
VBI Vaccines, Inc. New Common Stock (Canada)
VBIV
$155K ﹤0.01%
+2,140
New +$141K
GNCA
3194
DELISTED
Genocea Biosciences, Inc.
GNCA
$155K ﹤0.01%
24,846
+10,325
+71% +$54.5K
SCKT icon
3195
Socket Mobile
SCKT
$11.2M
$154K ﹤0.01%
66,998
-9,963
-13% -$23.8K
CHCI icon
3196
Comstock Holding Companies
CHCI
$173M
$152K ﹤0.01%
62,884
+21,100
+50% +$57.2K
TRNX
3197
DELISTED
Taronis Technologies, Inc. Common Stock
TRNX
$152K ﹤0.01%
10,116
+7,356
+267% +$175K
TNXP icon
3198
Tonix Pharmaceuticals
TNXP
$214M
– –
0
– –
LKSD
3199
DELISTED
LSC Communications, Inc.
LKSD
$150K ﹤0.01%
+13,600
New +$175K
CMCL icon
3200
Caledonia Mining Corp
CMCL
$439M
$149K ﹤0.01%
21,800
-300
-1% -$2.3K
126 127
128
129 130

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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.