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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
NEPT
3201
DELISTED
Neptune Wellness Solutions Inc. Ordinary Shares
NEPT
$36K ﹤0.01%
+8
New +$32.2K
ICON
3202
DELISTED
Iconix Brand Group, Inc.
ICON
$35K ﹤0.01%
+6,000
New +$46.6K
ARTW icon
3203
Arts-Way Manufacturing Co
ARTW
$13.3M
$33K ﹤0.01%
12,500
-7,200
-37% -$19.5K
PED icon
3204
PEDEVCO
PED
$150M
$32K ﹤0.01%
+704
New +$5.78K
QMCO icon
3205
Quantum Corp
QMCO
$864M
$31K ﹤0.01%
701
-15,678
-96% -$1.05M
EGI
3206
DELISTED
Entre Resources Ltd. Common Shares
EGI
$31K ﹤0.01%
71,300
-55,300
-44% -$21.2K
GNMX
3207
DELISTED
Aevi Genomic Medicine Inc
GNMX
$28K ﹤0.01%
24,870
-28,830
-54% -$43.8K
BNTC icon
3208
Benitec Biopharma
BNTC
$424M
$27K ﹤0.01%
54
– –
VLRX
3209
DELISTED
VALERITAS HOLDINGS INC
VLRX
$26K ﹤0.01%
+986
New +$34.2K
IMNP
3210
DELISTED
Immune Pharmaceuticals Inc.
IMNP
$26K ﹤0.01%
+138,205
New +$39.1K
REFR icon
3211
Research Frontiers
REFR
$16.8M
$25K ﹤0.01%
29,900
+3,400
+13% +$3.08K
BSIN
3212
Big Sky Industrial
BSIN
$72.7M
$25K ﹤0.01%
1,910
+115
+6% +$1.4K
DYSL
3213
DELISTED
Dynasil Corporation of America
DYSL
$24K ﹤0.01%
+16,596
New +$22.5K
PLAG icon
3214
Planet Green Holdings
PLAG
$17.1M
$23K ﹤0.01%
429
-253
-37% -$11.3K
CD
3215
Chaince Digital Holdings
CD
$328M
$22K ﹤0.01%
2,323
+1,518
+189% +$20.8K
MOC
3216
DELISTED
Command Security Corporation
MOC
$22K ﹤0.01%
14,487
+2,987
+26% +$6.29K
AIOS
3217
AIOS Tech
AIOS
$40.4M
$21K ﹤0.01%
52
-67
-56% -$24.2K
CBAT icon
3218
CBAK Energy Technology Ltd
CBAT
$69.8M
$17K ﹤0.01%
18,300
-13,800
-43% -$17.3K
BLIN icon
3219
Bridgeline Digital
BLIN
$13.7M
$16K ﹤0.01%
+282
New +$21.9K
CNSY
3220
Cerenome, Inc. Common Stock
CNSY
$25.5M
$16K ﹤0.01%
+1
New +$47.6K
VRML
3221
DELISTED
Vermillion, Inc.
VRML
$15K ﹤0.01%
19,299
-37,801
-66% -$42.4K
MTNB icon
3222
Matinas BioPharma
MTNB
$1.54M
$14K ﹤0.01%
+634
New +$18.3K
GRCE
3223
Grace Therapeutics
GRCE
$44.2M
$11K ﹤0.01%
+388
New +$14.9K
PRPO icon
3224
Precipio
PRPO
$40.3M
$5K ﹤0.01%
+41
New +$5.46K
AAON icon
3225
Aaon
AAON
$7.03B
– –
-161,513
Closed -$4.2M
127 128
129
130 131

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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.