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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
CSCI
3276
DELISTED
COSCIENS Biopharma Inc. Common Stock
CSCI
$58K ﹤0.01%
331
– –
PZG icon
3277
Paramount Gold Nevada
PZG
$127M
$57K ﹤0.01%
54,093
-43,107
-44% -$48.1K
AXIA.PR
3278
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
$54K ﹤0.01%
15,134
-29,192
-66% -$105K
SCYX icon
3279
SCYNEXIS
SCYX
$50.9M
$54K ﹤0.01%
562
-887
-61% -$105K
RHE
3280
DELISTED
Regional Health Properties, Inc.
RHE
$52K ﹤0.01%
25,140
-5,268
-17% -$11.9K
ATHE
3281
Alterity Therapeutics
ATHE
$85.2M
$51K ﹤0.01%
2,522
-220
-8% -$4.58K
REFR icon
3282
Research Frontiers
REFR
$15.2M
$51K ﹤0.01%
32,300
+2,400
+8% +$2.54K
FUV
3283
DELISTED
Arcimoto, Inc. Common Stock
FUV
$50K ﹤0.01%
+680
New +$55.1K
MTBL
3284
DELISTED
Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares)
MTBL
$49K ﹤0.01%
+115,653
New +$68.2K
SMTS
3285
DELISTED
Sierra Metals Inc. Common Stock
SMTS
$47K ﹤0.01%
+18,500
New +$47.3K
NHLD
3286
DELISTED
National Holdings Corporation
NHLD
$47K ﹤0.01%
14,720
+120
+0.8% +$394
DGSE
3287
DELISTED
DGSE Companies, Inc.
DGSE
$47K ﹤0.01%
72,800
+2,600
+4% +$1.8K
AYTU icon
3288
AYTU BioPharma
AYTU
$24.7M
$46K ﹤0.01%
+83
New +$76.8K
LEU icon
3289
Centrus Energy
LEU
$3.83B
$44K ﹤0.01%
16,300
-12,800
-44% -$37.1K
PTN
3290
Palatin Technologies
PTN
$17.8M
$44K ﹤0.01%
36
-966
-96% -$1.19M
MOC
3291
DELISTED
Command Security Corporation
MOC
$43K ﹤0.01%
15,500
+1,013
+7% +$1.83K
DXLG icon
3292
Destination XL Group
DXLG
$33.2M
$41K ﹤0.01%
+16,400
New +$37.7K
YHGJ icon
3293
Yunhong Green CTI Ltd
YHGJ
$8.87M
$41K ﹤0.01%
1,230
– –
GLOWE
3294
DELISTED
GLOWPOINT INC
GLOWE
$41K ﹤0.01%
246,658
+14,723
+6% +$2.45K
EFOI icon
3295
Energy Focus
EFOI
$19.1M
$37K ﹤0.01%
+517
New +$39.2K
PETZ icon
3296
TDH Holdings
PETZ
$15.5M
$37K ﹤0.01%
+1,210
New +$73.8K
ARTW icon
3297
Arts-Way Manufacturing Co
ARTW
$14.9M
$36K ﹤0.01%
14,300
+1,800
+14% +$4.96K
OBE
3298
Obsidian Energy
OBE
$697M
$35K ﹤0.01%
5,229
-177,686
-97% -$1.27M
GNMX
3299
DELISTED
Aevi Genomic Medicine Inc
GNMX
$35K ﹤0.01%
28,770
+3,900
+16% +$4.36K
SDEV
3300
Stablecoin Development Corp
SDEV
$50.6M
$34K ﹤0.01%
+3
New +$37.2K
130 131
132
133 134

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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.