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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
+6.82%
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
$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
ACWI icon
3326
iShares MSCI ACWI ETF
ACWI
$33.6B
– –
-41,302
Closed -$2.94M
AGEN
3327
Agenus
AGEN
$312M
– –
-47,603
Closed -$2.12M
AGG icon
3328
iShares Core US Aggregate Bond ETF
AGG
$138B
– –
-93,000
Closed -$9.89M
ALB icon
3329
Albemarle
ALB
$15.4B
– –
-506,808
Closed -$47.8M
ALEX
3330
DELISTED
Alexander & Baldwin
ALEX
– –
-110,431
Closed -$2.6M
AMD icon
3331
Advanced Micro Devices
AMD
$791B
– –
-7,427,326
Closed -$111M
AMRN
3332
Amarin Corp
AMRN
$299M
– –
-88,461
Closed -$5.47M
AMZN icon
3333
Amazon
AMZN
$2.86T
– –
-3,671,100
Closed -$312M
AOA icon
3334
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.29B
– –
-8,900
Closed -$475K
APPS icon
3335
Digital Turbine
APPS
$1.52B
– –
-176,200
Closed -$266K
APTV icon
3336
Aptiv
APTV
$10.1B
– –
-217,500
Closed -$19.9M
ARCB icon
3337
ArcBest
ARCB
$3.32B
– –
-55,659
Closed -$2.54M
ARMK icon
3338
Aramark
ARMK
$16.1B
– –
-800,944
Closed -$21.5M
ASYS icon
3339
Amtech Systems
ASYS
$277M
– –
-21,191
Closed -$128K
DCH
3340
Dauch Corp
DCH
$1.6B
– –
-391,438
Closed -$6.09M
AXP icon
3341
American Express
AXP
$232B
– –
-1,301,700
Closed -$128M
AXTI icon
3342
AXT Inc
AXTI
$5.05B
– –
-181,200
Closed -$1.28M
BAB icon
3343
Invesco Taxable Municipal Bond ETF
BAB
$1.01B
– –
-21,904
Closed -$648K
BAX icon
3344
Baxter International
BAX
$13.9B
– –
-310,600
Closed -$22.9M
BBWI icon
3345
Bath & Body Works
BBWI
$3.77B
– –
-1,979,488
Closed -$59M
BCO icon
3346
Brink's
BCO
$4.74B
– –
-168,200
Closed -$13.4M
BFH icon
3347
Bread Financial
BFH
$4.52B
– –
-99,666
Closed -$18.5M
BLKB icon
3348
Blackbaud
BLKB
$2.1B
– –
-127,097
Closed -$13M
BLIN icon
3349
Bridgeline Digital
BLIN
$13.7M
– –
-282
Closed -$16K
BN icon
3350
Brookfield
BN
$110B
– –
-388,526
Closed -$5.62M
132 133
134
135 136

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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.