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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
+15.23%
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
$110B
AUM Growth
+$18.7B
Cap. Flow
+$7.09B
Cap. Flow %
6.45%
Top 10 Hldgs %
8.73%
Holding
3,883
New
532
Increased
1,751
Reduced
1,105
Closed
465

Top Buys

Rank Stock Value
1
SBUX icon
Starbucks
SBUX
+$618M
2
VALE icon
Vale
VALE
+$332M
3
CELG
Celgene Corp
CELG
+$309M
4
CME icon
CME Group
CME
+$306M
5
AMZN icon
Amazon
AMZN
+$290M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$435M
2
META icon
Meta Platforms (Facebook)
META
+$342M
3
CCI icon
Crown Castle
CCI
+$244M
4
SLB icon
SLB Ltd
SLB
+$229M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$190M

Sector Composition

Rank Sector Weight
1 Healthcare 16.17%
2 Technology 14.41%
3 Consumer Discretionary 10.61%
4 Financials 10.51%
5 Real Estate 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FSFG
3201
DELISTED
First Savings Financial Group
FSFG
$211K ﹤0.01%
+11,700
New +$203K
MITK icon
3202
Mitek Systems
MITK
$838M
$209K ﹤0.01%
+17,069
New +$191K
UFAB
3203
DELISTED
Unique Fabricating, Inc.
UFAB
$208K ﹤0.01%
46,396
-16,500
-26% -$80.9K
GASL
3204
DELISTED
Direxion Daily Natural Gas Related Bull 3X Shares
GASL
$208K ﹤0.01%
53
-32
-38% -$119K
CADE
3205
DELISTED
Cadence Bank
CADE
$206K ﹤0.01%
7,300
-121,000
-94% -$3.59M
XTNT icon
3206
Xtant Medical Holdings
XTNT
$43.5M
$205K ﹤0.01%
67,161
+11,113
+20% +$32.4K
MGV icon
3207
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.7B
$203K ﹤0.01%
+2,600
New +$199K
PW
3208
Power REIT
PW
$2.92M
$203K ﹤0.01%
3,380
+280
+9% +$16.1K
TIO
3209
DELISTED
Tingo Group, Inc. Common Stock
TIO
$202K ﹤0.01%
160,591
-89,691
-36% -$99K
ERNA icon
3210
Eterna Therapeutics
ERNA
$5.16M
$201K ﹤0.01%
3
– –
IBKC
3211
DELISTED
IBERIABANK Corp
IBKC
$201K ﹤0.01%
2,800
-24,948
-90% -$1.85M
ASM
3212
Avino Silver & Gold Mines
ASM
$1.25B
$200K ﹤0.01%
+333,064
New +$213K
FLNT
3213
Fluent
FLNT
$129M
$200K ﹤0.01%
+5,918
New +$174K
AKTS
3214
DELISTED
Akoustis Technologies Inc
AKTS
$200K ﹤0.01%
+34,400
New +$226K
CZWI icon
3215
Citizens Community Bancorp
CZWI
$200M
$199K ﹤0.01%
16,700
-4,300
-20% -$50.5K
CD
3216
Chaince Digital Holdings
CD
$328M
$199K ﹤0.01%
54,070
+2,308
+4% +$6.04K
ACCS
3217
ACCESS Newswire
ACCS
$20.2M
$198K ﹤0.01%
16,000
+3,700
+30% +$46.8K
NDLS icon
3218
Noodles & Co
NDLS
$98M
$197K ﹤0.01%
+3,621
New +$209K
ARMP icon
3219
Armata Pharmaceuticals
ARMP
$158M
$191K ﹤0.01%
45,260
+14,370
+47% +$54.6K
PBT
3220
Permian Basin Royalty Trust
PBT
$1.56B
$189K ﹤0.01%
25,101
-166,800
-87% -$1.21M
OBCI
3221
DELISTED
Ocean Bio-Chem Inc
OBCI
$188K ﹤0.01%
55,000
+4,595
+9% +$16.7K
CCEC
3222
Capital Clean Energy Carriers
CCEC
$1.36B
$183K ﹤0.01%
+17,487
New +$275K
ARCW
3223
DELISTED
ARC Group Worldwide, Inc
ARCW
$181K ﹤0.01%
198,000
+1,800
+0.9% +$1.76K
INSW icon
3224
International Seaways
INSW
$4.58B
$180K ﹤0.01%
+10,500
New +$185K
BRN icon
3225
Barnwell Industries
BRN
$13.8M
$179K ﹤0.01%
121,144
+1,200
+1% +$1.63K
127 128
129
130 131

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Jim Simons's Q1 2019 Portfolio in Review

As of Q1 2019, Jim Simons held 3,883 positions worth $110B, up 20% from $91.3B the previous quarter. Its ten largest holdings account for 8.7% of the portfolio.

Jim Simons deployed $7.09B of net new capital in Q1 2019, opening 532 new positions and adding to 1,751 existing holdings. Its largest new stake was Amazon: 3,483,100 shares worth $310M.

By sector, the portfolio is most concentrated in Healthcare at 16% of assets, up from 15% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Meta Platforms (Facebook), an estimated $342M trimmed.

  • Jim Simons's largest Q1 2019 buy was Amazon: 3,483,100 shares worth $310M.
  • Jim Simons added most to Starbucks in Q1 2019, an estimated $618M increase.
  • Jim Simons's biggest Q1 2019 reduction was Meta Platforms (Facebook), cutting an estimated $342M.
  • Jim Simons fully exited Apple in Q1 2019, selling an estimated $435M.
  • Jim Simons's ten largest holdings make up 8.7% of its $110B portfolio in Q1 2019.
  • Jim Simons opened 532 new positions and closed 465 in Q1 2019.
  • Jim Simons's portfolio value rose 20% quarter-over-quarter to $110B.

Based on Renaissance Technologies's 13F filing for Q1 2019, filed 14 May 2019.