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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
NH
3301
DELISTED
NantHealth, Inc
NH
$33K ﹤0.01%
1,400
-807
-37% -$30.7K
ALJJ
3302
DELISTED
ALJ Regional Holdings Inc
ALJJ
$33K ﹤0.01%
19,067
-12,733
-40% -$24.9K
BNTC icon
3303
Benitec Biopharma
BNTC
$431M
$32K ﹤0.01%
54
– –
TRQ
3304
DELISTED
Turquoise Hill Resources Ltd
TRQ
$32K ﹤0.01%
+1,490
New +$37.2K
CARM
3305
DELISTED
Carisma Therapeutics
CARM
$30K ﹤0.01%
700
-801
-53% -$31.2K
SDT
3306
DELISTED
SANDRIDGE MISSISSIPPIAN TRUST I
SDT
$30K ﹤0.01%
22,300
-7,140
-24% -$11.6K
CYTR
3307
DELISTED
CytRx Corp
CYTR
$30K ﹤0.01%
+28,707
New +$32.4K
SGRP
3308
DELISTED
SPAR Group
SGRP
$29K ﹤0.01%
29,600
-9,000
-23% -$10.5K
YOGA
3309
DELISTED
YogaWorks, Inc. Common Stock
YOGA
$29K ﹤0.01%
+24,000
New +$36.7K
FPAY
3310
DELISTED
FlexShopper
FPAY
$28K ﹤0.01%
+32,600
New +$97.2K
DYSL
3311
DELISTED
Dynasil Corporation of America
DYSL
$28K ﹤0.01%
21,700
+5,104
+31% +$6.97K
EDSA icon
3312
Edesa Biotech
EDSA
$52.3M
$27K ﹤0.01%
+469
New +$29.9K
MPVD
3313
DELISTED
Mountain Province Diamonds Inc.
MPVD
$26K ﹤0.01%
12,242
-18,371
-60% -$40.2K
IDSA
3314
DELISTED
Industrial Services of America
IDSA
$25K ﹤0.01%
+11,031
New +$23.7K
EGI
3315
DELISTED
Entre Resources Ltd. Common Shares
EGI
$25K ﹤0.01%
64,700
-6,600
-9% -$2.67K
AIOS
3316
AIOS Tech
AIOS
$39.4M
$24K ﹤0.01%
90
+38
+73% +$12.1K
FABC
3317
Fabric.AI Inc
FABC
$18.3M
$21K ﹤0.01%
10
+1
+11% +$3.51K
SEEL
3318
DELISTED
Seelos Therapeutics, Inc. Common Stock
SEEL
– –
0
– –
SKYS
3319
DELISTED
Sky Solar Holdings, Ltd.
SKYS
$7K ﹤0.01%
+4,240
New +$9.86K
SUNW
3320
DELISTED
Sunworks, Inc.
SUNW
$5K ﹤0.01%
1,471
-3,458
-70% -$19.6K
PLAG icon
3321
Planet Green Holdings
PLAG
$16.1M
$2K ﹤0.01%
71
-358
-83% -$16K
AAPL icon
3322
Apple
AAPL
$4.46T
– –
-15,275,332
Closed -$707M
AB icon
3323
AllianceBernstein
AB
$3.41B
– –
-57,700
Closed -$1.65M
ABM icon
3324
ABM Industries
ABM
$2.82B
– –
-318,400
Closed -$9.29M
ACIW icon
3325
ACI Worldwide
ACIW
$5.42B
– –
-216,633
Closed -$5.34M
131 132
133
134 135

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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.