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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
EMLP icon
3326
First Trust North American Energy Infrastructure Fund
EMLP
$4.14B
– –
-99,000
Closed -$2.17M
EMR icon
3327
Emerson Electric
EMR
$91.8B
– –
-854,400
Closed -$58.4M
ENOV icon
3328
Enovis
ENOV
$1.39B
– –
-21,439
Closed -$1.18M
ENPH icon
3329
Enphase Energy
ENPH
$5.41B
– –
-233,911
Closed -$1.07M
EPD icon
3330
Enterprise Products Partners
EPD
$81.8B
– –
-453,855
Closed -$11.1M
EPP icon
3331
iShares MSCI Pacific ex Japan ETF
EPP
$2.25B
– –
-19,800
Closed -$920K
EPU icon
3332
iShares MSCI Peru and Global Exposure ETF
EPU
$550M
– –
-8,300
Closed -$353K
EQIX icon
3333
Equinix
EQIX
$105B
– –
-7,500
Closed -$3.14M
EQR icon
3334
Equity Residential
EQR
$24.2B
– –
-41,300
Closed -$2.54M
ESE icon
3335
ESCO Technologies
ESE
$7.76B
– –
-4,800
Closed -$281K
EWA icon
3336
iShares MSCI Australia ETF
EWA
$1.46B
– –
-97,400
Closed -$2.15M
EWC icon
3337
iShares MSCI Canada ETF
EWC
$6.5B
– –
-103,100
Closed -$2.84M
EWM icon
3338
iShares MSCI Malaysia ETF
EWM
$333M
– –
-46,700
Closed -$1.69M
EWL icon
3339
iShares MSCI Switzerland ETF
EWL
$2.22B
– –
-19,000
Closed -$653K
EWX icon
3340
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$702M
– –
-15,700
Closed -$824K
EWY icon
3341
iShares MSCI South Korea ETF
EWY
$27B
– –
-10,400
Closed -$785K
EZA icon
3342
iShares MSCI South Africa ETF
EZA
$567M
– –
-7,000
Closed -$481K
FATE icon
3343
Fate Therapeutics
FATE
$321M
– –
-40,100
Closed -$391K
FBT icon
3344
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.81B
– –
-3,700
Closed -$492K
FDT icon
3345
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$1.32B
– –
-5,200
Closed -$327K
FEM icon
3346
First Trust Emerging Markets AlphaDEX Fund
FEM
$792M
– –
-7,100
Closed -$208K
FENC icon
3347
Fennec Pharmaceuticals
FENC
$419M
– –
-34,800
Closed -$421K
FEP icon
3348
First Trust Europe AlphaDEX Fund
FEP
$534M
– –
-8,700
Closed -$345K
KYNB
3349
Kyntra Bio
KYNB
$28.9M
– –
-6,696
Closed -$7.73M
FN icon
3350
Fabrinet
FN
$20.9B
– –
-228,700
Closed -$7.18M
132 133
134
135 136

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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.