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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
AQ
3201
DELISTED
Aquantia Corp. Common Stock
AQ
$148K ﹤0.01%
+11,600
New +$146K
PGLC
3202
DELISTED
Pershing Gold Corporation. Common Stock
PGLC
$148K ﹤0.01%
122,186
+73,786
+152% +$100K
CENX icon
3203
Century Aluminum
CENX
$4.59B
$147K ﹤0.01%
12,300
-32,700
-73% -$421K
TTNP
3204
DELISTED
Titan Pharmaceuticals
TTNP
$146K ﹤0.01%
196
+16
+9% +$43.5K
AIFC
3205
AI Financial Corp
AIFC
$58.9M
$145K ﹤0.01%
31,200
-1,300
-4% -$5.4K
OPBK icon
3206
OP Bancorp
OPBK
$235M
$143K ﹤0.01%
+12,300
New +$154K
DTRM
3207
DELISTED
Determine, Inc. Common Stock
DTRM
$142K ﹤0.01%
208,933
+22,901
+12% +$24.5K
CRVO icon
3208
CervoMed
CRVO
$39.6M
$139K ﹤0.01%
286
+99
+53% +$46K
MOTS
3209
DELISTED
Motus GI Holdings, Inc. Common Stock
MOTS
$139K ﹤0.01%
+91
New +$173K
INAP
3210
DELISTED
Internap Corporation
INAP
$138K ﹤0.01%
10,948
-34,982
-76% -$433K
RNTX
3211
Rein Therapeutics
RNTX
$67.4M
$137K ﹤0.01%
+2,487
New +$167K
NEGG icon
3212
Newegg Commerce
NEGG
$397M
$136K ﹤0.01%
501
-343
-41% -$93.8K
ESEA icon
3213
Euroseas
ESEA
$519M
$135K ﹤0.01%
16,376
+2,796
+21% +$29.5K
TLF icon
3214
Tandy Leather Factory
TLF
$20.6M
$135K ﹤0.01%
18,300
-800
-4% -$6.11K
HYGS
3215
DELISTED
Hydrogenics Corp
HYGS
$133K ﹤0.01%
+18,300
New +$119K
ACGN
3216
DELISTED
Aceragen Inc
ACGN
$132K ﹤0.01%
+874
New +$125K
BPTH
3217
DELISTED
Bio-Path Holdings Inc
BPTH
$131K ﹤0.01%
554
+57
+11% +$30.8K
PLM
3218
DELISTED
PolyMet Mining Corp.
PLM
$130K ﹤0.01%
+12,720
New +$111K
SPRO icon
3219
Spero Therapeutics
SPRO
$71.8M
$126K ﹤0.01%
+12,000
New +$139K
FWP
3220
DELISTED
Forward Pharma A/S American Depositary Shares
FWP
$126K ﹤0.01%
7,914
-3,543
-31% -$69.5K
AAME icon
3221
Atlantic American Corp
AAME
$29M
$124K ﹤0.01%
49,500
+200
+0.4% +$524
MTNB icon
3222
Matinas BioPharma
MTNB
$1.49M
$124K ﹤0.01%
2,698
+2,064
+326% +$44.4K
REPX icon
3223
Riley Exploration Permian
REPX
$786M
$124K ﹤0.01%
8,910
+3,603
+68% +$46.2K
CALA
3224
DELISTED
Calithera Biosciences, Inc
CALA
$124K ﹤0.01%
1,179
-6,901
-85% -$657K
NSYS icon
3225
Nortech Systems
NSYS
$35.6M
$123K ﹤0.01%
29,900
+4,300
+17% +$16.8K
127 128
129
130 131

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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.