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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
CWT icon
3301
California Water Service
CWT
$3.08B
– –
-52,222
Closed -$1.95M
CYRX icon
3302
CryoPort
CYRX
$748M
– –
-196,600
Closed -$1.69M
CZR icon
3303
Caesars Entertainment
CZR
$6.03B
– –
-53,710
Closed -$1.77M
DBJP icon
3304
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$721M
– –
-5,600
Closed -$237K
DEM icon
3305
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.98B
– –
-25,800
Closed -$1.23M
DES icon
3306
WisdomTree US SmallCap Dividend Fund
DES
$2.22B
– –
-12,700
Closed -$348K
DFE icon
3307
WisdomTree Europe SmallCap Dividend Fund
DFE
$168M
– –
-7,000
Closed -$489K
DGS icon
3308
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.77B
– –
-21,200
Closed -$1.15M
DHS icon
3309
WisdomTree US High Dividend Fund
DHS
$1.58B
– –
-3,500
Closed -$238K
DOV icon
3310
Dover
DOV
$28B
– –
-422,158
Closed -$33.5M
DVAX
3311
DELISTED
Dynavax Technologies
DVAX
– –
-228,919
Closed -$4.54M
DVN icon
3312
Devon Energy
DVN
$49.6B
– –
-941,900
Closed -$29.9M
DVYE icon
3313
iShares Emerging Markets Dividend ETF
DVYE
$1.21B
– –
-7,300
Closed -$317K
DWM icon
3314
WisdomTree International Equity Fund
DWM
$692M
– –
-5,798
Closed -$318K
DWX icon
3315
State Street SPDR S&P International Dividend ETF
DWX
$528M
– –
-10,900
Closed -$437K
DXPE icon
3316
DXP Enterprises
DXPE
$3.04B
– –
-34,649
Closed -$1.35M
DXLG icon
3317
Destination XL Group
DXLG
$32.2M
– –
-69,300
Closed -$121K
AXIA
3318
DELISTED
AXIA Energia
AXIA
– –
-152,425
Closed -$766K
ECL icon
3319
Ecolab
ECL
$78.7B
– –
-72,522
Closed -$9.94M
EDIV icon
3320
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.22B
– –
-12,700
Closed -$450K
EEFT icon
3321
Euronet Worldwide
EEFT
$2.63B
– –
-292,645
Closed -$23.1M
EEM icon
3322
iShares MSCI Emerging Markets ETF
EEM
$30.4B
– –
-29,500
Closed -$1.42M
EFA icon
3323
iShares MSCI EAFE ETF
EFA
$80.1B
– –
-4,800
Closed -$334K
EIDO icon
3324
iShares MSCI Indonesia ETF
EIDO
$492M
– –
-38,106
Closed -$1.03M
ELP
3325
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
– –
-69,750
Closed -$219K
131 132
133
134 135

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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.