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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
FELP
3251
DELISTED
Foresight Energy LP
FELP
$87K ﹤0.01%
21,700
+9,100
+72% +$34.8K
SMMT icon
3252
Summit Therapeutics
SMMT
$11.2B
$86K ﹤0.01%
38,700
-71,100
-65% -$164K
CNSY
3253
Cerenome, Inc. Common Stock
CNSY
$25.5M
$81K ﹤0.01%
11
+10
+1,000% +$127K
THM
3254
International Tower Hill Mines
THM
$696M
$80K ﹤0.01%
167,200
-71,000
-30% -$33.9K
GRCE
3255
Grace Therapeutics
GRCE
$43.5M
$79K ﹤0.01%
1,275
+887
+229% +$24.6K
PSV
3256
DELISTED
Hermitage Offshore Services Ltd.
PSV
$79K ﹤0.01%
8,095
-20,700
-72% -$210K
MJCO
3257
DELISTED
Majesco
MJCO
$79K ﹤0.01%
+10,500
New +$78.6K
CD
3258
Chaince Digital Holdings
CD
$377M
$78K ﹤0.01%
31,226
+28,903
+1,244% +$120K
ECT
3259
DELISTED
ECA Marcellus Trust 1 Interest
ECT
$77K ﹤0.01%
41,362
-28,251
-41% -$54.1K
JTPY
3260
DELISTED
JetPay Corporation
JTPY
$75K ﹤0.01%
39,257
-7,243
-16% -$12.7K
UUU icon
3261
Universal Safety Products Inc
UUU
$10.3M
$74K ﹤0.01%
61,300
+5,500
+10% +$7.76K
NTBL
3262
DELISTED
Notable Labs, Ltd. Ordinary Shares
NTBL
$72K ﹤0.01%
+1,269
New +$80.3K
ITP icon
3263
IT Tech Packaging
ITP
$2.88M
$71K ﹤0.01%
8,500
+280
+3% +$2.52K
SXE
3264
DELISTED
Southcross Energy Partners, L.P.
SXE
$69K ﹤0.01%
118,398
-136,052
-53% -$122K
AIXC
3265
AIxCrypto Holdings Inc
AIXC
$14M
$68K ﹤0.01%
3
– –
XWEL icon
3266
XWELL
XWEL
$8.53M
$68K ﹤0.01%
381
+226
+146% +$59.1K
ASTC icon
3267
Astrotech Corp
ASTC
$17.9M
$66K ﹤0.01%
799
-143
-15% -$15K
ATLC icon
3268
Atlanticus Holdings
ATLC
$1.47B
$63K ﹤0.01%
21,300
+600
+3% +$1.37K
NSPR icon
3269
InspireMD
NSPR
$39.3M
$62K ﹤0.01%
+376
New +$59.7K
ONCY
3270
Oncolytics Biotech
ONCY
$95.5M
$61K ﹤0.01%
+15,800
New +$73.4K
SNDE
3271
DELISTED
Sundance Energy Inc. Common Stock
SNDE
$61K ﹤0.01%
+1,060
New +$57.5K
AAU
3272
DELISTED
Almaden Minerals Ltd
AAU
$60K ﹤0.01%
93,900
-20,800
-18% -$13.6K
DYNT
3273
DELISTED
Dynatronics Corp
DYNT
$59K ﹤0.01%
4,120
+380
+10% +$5.52K
PAVM icon
3274
PAVmed
PAVM
$33.9M
$58K ﹤0.01%
+100
New +$61K
SLNG icon
3275
Stabilis Solutions
SLNG
$104M
$58K ﹤0.01%
10,263
-1,875
-15% -$15.6K
129 130
131
132 133

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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.