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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
BA icon
3251
Boeing
BA
$183B
– –
-349,900
Closed -$115M
BBAR icon
3252
BBVA Argentina
BBAR
$3.25B
– –
-163,416
Closed -$3.73M
BBVA icon
3253
Banco Bilbao Vizcaya Argentaria
BBVA
$157B
– –
-542,958
Closed -$4.29M
BCS icon
3254
Barclays
BCS
$94.4B
– –
-96,339
Closed -$1.09M
BDC icon
3255
Belden
BDC
$5.39B
– –
-33,700
Closed -$2.32M
BDX icon
3256
Becton Dickinson
BDX
$50B
– –
-559,969
Closed -$118M
BF.B icon
3257
Brown-Forman Class B
BF.B
$12.8B
– –
-40,675
Closed -$2.21M
BIDU icon
3258
Baidu
BIDU
$35.6B
– –
-117,980
Closed -$26.3M
BKNG icon
3259
Booking.com
BKNG
$159B
– –
-6,234,975
Closed -$519M
BKU icon
3260
Bankunited
BKU
$3.38B
– –
-38,700
Closed -$1.55M
BLDP
3261
Ballard Power Systems
BLDP
$790M
– –
-17,700
Closed -$63K
BLDR icon
3262
Builders FirstSource
BLDR
$7.79B
– –
-774,000
Closed -$15.4M
BLRX
3263
BioLineRX
BLRX
$11.7M
– –
-374
Closed -$195K
BLUE
3264
DELISTED
bluebird bio
BLUE
– –
-7,705
Closed -$17M
BMA icon
3265
Banco Macro
BMA
$5.1B
– –
-75,914
Closed -$8.2M
BMI icon
3266
Badger Meter
BMI
$3.91B
– –
-12,000
Closed -$566K
BR icon
3267
Broadridge
BR
$19.3B
– –
-149,700
Closed -$16.4M
BSV icon
3268
Vanguard Short-Term Bond ETF
BSV
$45.6B
– –
-103,900
Closed -$8.15M
BSX icon
3269
Boston Scientific
BSX
$74.5B
– –
-1,094,305
Closed -$29.9M
BZH icon
3270
Beazer Homes USA
BZH
$874M
– –
-290,160
Closed -$4.63M
CACC icon
3271
Credit Acceptance
CACC
$5.99B
– –
-1,100
Closed -$363K
CAPL icon
3272
CrossAmerica Partners
CAPL
$889M
– –
-28,600
Closed -$588K
CASI
3273
DELISTED
CASI Pharmaceuticals
CASI
– –
-4,180
Closed -$174K
CASY icon
3274
Casey's General Stores
CASY
$31B
– –
-2,400
Closed -$263K
CATO icon
3275
Cato Corp
CATO
$65.7M
– –
-14,700
Closed -$217K
129 130
131
132 133

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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.